FPA of Southern Arizona: August Breakfast Meeting

  • Wednesday, September 12, 2018
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 



September 12, 2018 Breakfast Meeting Announcement


Economic and Market Strategy Update   

  

Presented by: Sean McCarthy, CFA, Regional Chief Investment Officer, Southwest Wells Fargo Private Bank

 Our speaker will address the following topics: 

  • Where are we in this economic cycle?
  • Where are we in this market?
  • Investment strategies to consider in your portfolio

 

Wednesday, September 12th, 2018   

    

       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

 

Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)       

Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits for FPA/CFA Members    

     RSVP  to Gerry Oldenski by Friday, 

September 7, 2018 at  

gerry@dynasetaz.com        

  To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

 

About the Speaker:

Sean McCarthy is the regional chief investment officer for the Southwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. McCarthy serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary. He is a voting member of both the Investment Policy Committee and the Investment Solutions Committee.

Prior to his current role, Mr. McCarthy served as the regional investment manager in the Northeast. He joined Wells Fargo through predecessor firm Wachovia where he held various investment roles including lead portfolio manager, regional investment manager, and founding member of the Option Strategies Group. Before joining Wachovia in 2002, he worked for PaineWebber in Princeton, New Jersey and for Capital Analysts in Radnor, Pennsylvania. Mr. McCarthy has more than 25 years of experience in financial services.

He earned a Bachelor of Business Administration in Finance from the University of Notre Dame, is a CFA® charterholder, and member of the CFA Society Phoenix. Mr. McCarthy is based in Scottsdale,



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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