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
2018 Wealth Management Forum