Timothy Rich, CFA, from Segall Bryant & Hamill will provide ASFMRA members with an overview of the current state of financial markets and the broader economy. Attendees will gain valuable insights on economic trends, market performance and the potential impact of current events on the financial landscape.
Speaker: Timothy Rich is a Senior Portfolio Manager for Segall Bryant & Hamill’s Wealth Management group. He serves as an advisor and manages a range of portfolios for high net worth families and nonprofit organizations. Mr. Rich joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments. During his four-year tenure with Denver Investments, he served as a portfolio manager and analyst in its wealth management group. Prior to joining Denver Investments, Mr. Rich was a portfolio manager with Ensemble Capital Management and he also worked for the Golub Group Investment Counsel as a portfolio manager and analyst. Mr. Rich earned his B.A. from Duke University and MBA from the UCLA-Anderson School of Management. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado. Mr. Rich has been in the investment industry since 1999.
Note: A Zoom Webinar invitation will be sent to all registrants prior to the event. If you have not received an invitation link within 24 hours of the event, please contact Andrew Eames at email@example.com.
10:00 AM Pacific
11:00 AM Mountain
12:00 PM Central
1:00 PM Eastern
Continuing Education Credit: Attendees will receive one hour of ASFMRA continuing education credit.
Cost: FREE for ASFMRA Members
Contact with questions: Andrew Eames | (303) 692-1210 | firstname.lastname@example.org