Thursday, January 30, 2020

2020 Wealth Management Forum


2020 Economic & Market Discussion

  • Moderator: Jason O. Jackman, CFA, President, and Chief Investment Officer
  • Charles E. Rinehart, CFA, CAIA, Portfolio Manager
  • Brandon A. Zureick, CFA, Portfolio Manager, and Strategist

Election Overview 

  • Guest Speaker, Andy Laperriere, Cornerstone Macro

To view a PDF version of the slide presentation click here or use the "2020 WEALTH MANAGEMENT FORUM" button below.

2020 Wealth Management Forum