New Hartford investment firm aims to help 'millionaires invest like billionaires'
Image All Source Investment Management Founding Partner Patrick Kennedy. Justin Bernier and Patrick Kennedy, who both previously worked at Morgan Stanley as alternative investment directors, established All Source to help wealthy individuals invest in traditional portfolios and alternatives like private equity and hedge funds, they said. Such alternative-investment strategies are typically left to institutional investors or the mega-wealthy, but they see opportunities for other high-net-worth clients to get in on the action. The duo has chosen downtown Hartford as their home, occupying 2,100 ...
Source: hartfordbusiness.com