Join us for an engaging webinar from Timothy Rich designed to bring you the latest insights and updates on the financial markets and the economy. This dynamic presentation will dive into recent news, market trends, and economic developments to provide you with a comprehensive overview of the current financial landscape. Whether you're looking to stay informed on recent changes or seeking to understand the broader economic context, this webinar is tailored to keep you at the forefront of relevant financial information
Speaker: Timothy Rich is a Partner and Senior Portfolio Manager in Corient’s Denver office. Previously, he held the same position at legacy firm Segall Bryant & Hamill (SBH). He serves as an advisor and manages a range of portfolios for high net worth families and nonprofit organizations. Tim joined SBH in May 2018 as part of the firm’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, Tim was a portfolio manager with Ensemble Capital Management, and he also worked for the Golub Group Investment Counsel as a portfolio manager and analyst. Tim earned his BA 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. Tim has been in the investment industry since 1999.
Note: A Zoom Webinar invitation will be sent to registrants prior to the event. If you have not received an invitation link within 24 hours of the event, please contact Mike Cabibbo at mcabibbo@asfmra.org. If you register within 24 hours of the webinar, you will receive the Zoom link immediately prior to the start of the event.
Start Times:
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 members and $25.00 non-members
Contact with Questions: Mike Cabibbo | (303) 692-1213 | mcabibbo@asfmra.org