2018 Wealth Management Forum
Tuesday, September 25, 2018
- Moderator: Jason O. Jackman, CFA, President and Chief Investment Officer
2018 Economic & Market Discussion
- Dale H. Coates, CFA, Vice President & Portfolio Manager
- Chad R. Maggard, CFA, Portfolio Manager
- Charles E. Rinehart, CFA, CAIA, Portfolio Manager
- Brandon A. Zureick, CFA, Portfolio Manager and Strategist
2018 Tax Planning Discussion
- Mary P. Burns, Esq., Trust Counsel
- Jason M. Farler, CFA, Portfolio Manager
- Scott Wyckoff, CFA, CFP®, Portfolio Manager