2019 Wealth Management Forum

Tuesday, February 19, 2019

 

  • Moderator: Jason O. Jackman, CFA, President and Chief Investment Officer

2019 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

Cash Flow Planning Strategies 

  • Dan Barnett, CFA, Portfolio Manager

Tax Planning Consideration

  • Skye Barry, CFA, Portfolio Manager

2019 Wealth Management Forum