News & Resources

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next. Similar to last year, to allow team members to connect in the way they preferred, we held the event with a hybrid platform. Our theme for the event, Spending Time Together, was driven by the messages from Managing Partner, Scott Kaplowitch and Chief Operating Officer, Michelle Walsh, an overview of investments made in the firm, and our goals to spend more together in 2024.

The event started with some welcome remarks from Scott. He shared his gratitude to our team members for continuing to provide exceptional client service and for their continued hard work. Michelle then followed with a summary of operational investments that the firm has made in 2023 and our goals for 2024.

We then welcomed Chris Allen of Always About People as our keynote speaker. Chris presented, ‘Human Hacks, Understanding the Needs of People’ and provided statistics to support the power of firms connecting with their people. He offered strategies on how Edelstein improve the work experience of our team members. His presentation concluded with a social ice breaker, which allowed for team members to get to know each other better.

After his keynote, Chris moderated our Executive Committee Panel. Our Executive Committee Panel included Scott Kaplowitch, Jonathan Gorski, David McKay, and Michelle Walsh. Chris asked them questions about their career journey and the people they relied on to get to the positions they are in today.

We celebrated the retirements of Rob Gold and Carmela Martel along with some milestone work anniversaries. We followed up our meeting with a snack break before starting our Community Service activity with Building Impact.

Edelstein team members worked with Building Impact to assemble 100 health and fitness kits for participants of the Warrior Health and Fitness Program. The program is dedicated to helping Veterans, Service Members, and their Families achieve their health and wellness goals through evidence-based exercise prescriptions, nutrition guidance, mindset coaching and social connections.

Edelstein is energized and eager to spend more time with our team, our clients, and our friends of the firm.