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
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
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,