Meet the minds behind what matters, from investment management and trusts, to estate planning and charitable giving.
Contact us for more information on any topic or speaker below.
Coronavirus & Market Disruptions: Investment Planning & Opportunities
- John M. Largent, CFA, CFP®, CAP, CCE
President & CEO
Chief Investment Strategist - Jason Ritzenthaler, CFA, CTFA
Co-Chief Investment Officer
Director of Investments & Institutional Business
- John M. Largent, CFA, CFP®, CAP, CCE
SECURE Act – Facts & FlexIRA™ Solutions
- Neil P. Archibald, JD
Executive Vice President, COO
General Counsel - David Carlson, JD
Vice President, Senior Trust Officer
- Neil P. Archibald, JD
Benefits of ETF Portfolio Advantage®
- John M. Largent, CFA, CFP®, CAP, CCE
President & CEO
Chief Investment Strategist - Jason Ritzenthaler, CFA, CTFA
Co-Chief Investment Officer
Director of Investments & Institutional Business
- John M. Largent, CFA, CFP®, CAP, CCE
Transparency in Monitoring Portfolio Performance
- Jonnathan De Jesus, CFA
Vice President, Senior Portfolio Manager
- Jonnathan De Jesus, CFA
Special Needs Trusts – What You Need to Know
- Neil P. Archibald, JD
Executive Vice President, COO
General Counsel
- Neil P. Archibald, JD
Increasing Engagement with Your Membership
- Andrea Brandon, JD
Vice President, Marketing
- Andrea Brandon, JD
Designing a Legacy Roadmap
- Neil P. Archibald, JD
Executive Vice President, COO
General Counsel - David Carlson, JD
Vice President, Senior Trust Officer - Tamara Pataky Kidd, JD
Vice President, Senior Trust Officer
- Neil P. Archibald, JD
Risk Management & Investment Opportunities with Corporate Capital
- Jason Ritzenthaler, CFA, CTFA
Co-Chief Investment Officer
Director of Investments & Institutional Business
- Jason Ritzenthaler, CFA, CTFA