XPX Bill & Philip Noonan Chapter 1: Joining A Family Business

Exit Planning Exchange 10 years ago
Share:

Bill and Philip Noonan of Contavisory Investment Management talk about the influence their father had on the family business. As Philip and Bill became involved in the company around 1998 while it was still a research firm, they immediately took a close look at the strategic plan, which ultimately lead to a shift in the focus to asset management. Family is a core value guiding Bill and Philip’s leadership.

Updated: October 13th, 2021

About The Author

Call Me When… ………