Private Office

CPTCo Insights

Welcome to CPTCo Insights. In this section, we will share news, thoughts, and updates about the firm, the markets and our products. 
Intra-Quarterly Update

Intra-Quarterly Update

September 1st, 2026

A sudden sharp equity market selloff in July led to an immediate and robust recovery in August, marking fresh all-time… – Read More

Intra-Quarterly Update

Intra-Quarterly Update

June 2nd, 2026

The first five months of this year have been punctuated by significant geopolitical events in Venezuela and Iran. Counterintuitively, U.S…. – Read More

Quarterly Market Commentary First Quarter 2026 

Quarterly Market Commentary First Quarter 2026 

April 23rd, 2026

The S&P 500 peaked in late January at just over 7,000 while gold touched $5,595 per ounce. The Iran war-induced… – Read More

Building a Private Bank: Discipline, Trust & Long-Term Investing with George Dickson, Jr.

Building a Private Bank: Discipline, Trust & Long-Term Investing with George Dickson, Jr.

March 25th, 2026

David Marcus speaks with George Dickson, Jr., Senior EVP and CIO of New York Private Bank & Trust and Emigrant… – Read More

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office 

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office 

March 4th, 2026

Fortis will serve as the cornerstone of a new, dedicated Emigrant business unit delivering specialized non-investment family office services to… – Read More

Quarterly Market Commentary Fourth Quarter 2025 

Quarterly Market Commentary Fourth Quarter 2025 

February 9th, 2026

The year ended on a high note as stocks closed near all-time highs, while 10-year bonds rallied about 60 basis… – Read More