EVENTS CALENDAR
Kick off the New Year with us at our January Lunch & Learn! Thanks to our sponsor, AssetMark, we will be hosting a panel discussion with three industry professionals:
The panel will discuss various topics and host a Q&A for attendees.
Members: $35 Nonmembers $50
REGISTER NOW
More information on our panelists:
Morningstar’s Paul Tait, CFA
Portfolio Specialist
Paul Tait is a Portfolio Specialist where he works closely with Morningstar’s portfolio managers to gain a deep understanding of their investment lineup. He also works with Morningstar’s clients to discuss Morningstar’s investment process, as well as help with portfolio construction and analytics. He joined Morningstar in early 2023. Prior to joining Morningstar, Paul worked at DWS for 5 years where he helped build their Portfolio Solutions team. Prior to DWS, Paul spent 2 years at Merrill as a financial advisor. Prior to Merrill, Paul worked as an Equity Analyst Intern at Valuentum Securities, an independent equity researcher. Paul graduated from Northern Illinois University in 2016 and obtained the CFA charter in 2021.
Clark Capitals’ Ryan Gardner, CFA
Ryan is a Client Portfolio Manager with Clark Capital Management Group. In collaboration with financial advisors and Clark Capital’s Investment Consultants, he constructs highly personalized investment solutions for high net worth clients. Additionally, Ryan supports portfolio construction and provides clear communication of investment strategy to advisors and their clients.
Ryan has over 15 years of experience in investment management. Prior to joining Clark Capital, he served as an Investment Director at Quilter Investors, where he was responsible for communicating investment strategy, and providing economic and capital market updates. In addition, Ryan has worked as a Product Specialist for the Global Markets division of Rand Merchant Bank in Johannesburg, South Africa.
Ryan earned a bachelor’s degree in Finance from the University of Kwa-Zulu Natal and has a Certificate in ESG Investing (CFA® Institute). He is a Chartered Financial Analyst® (CFA®) charterholder, and a member of the CFA® Institute and CFA® Society Philadelphia.
AssetMark’s John Buchanan
John Buchanan is Vice President and Senior Portfolio Specialist, responsible for communicating the strategies and activities of the Investment Management Team to key centers of influence. He also supports the firm’s advisor base and sales infrastructure through an active outreach program, and represents Savos at sales meetings and conferences.
John has more than 15 years of experience in the financial services industry. He previously served as an internal sales consultant for AssetMark, where he worked with financial advisors and their clients on portfolio design and implementation. Prior to that, John was an internal wholesaler for Genworth Financial, leading a team of five internal and external investment sales professionals that represented Genworth annuities to financial advisors and their clients. Before joining Genworth Financial, John served as a control manager conducting training and product education at Banc of America Securities. He began his career as a financial advisor at Merrill Lynch.
John earned his B.B.A. (Bachelors of Business Administration) in Finance from Radford University. He holds FINRA Series 7, 24, and 66 licences.
For February, we will be welcoming Nationwide and a discussion on Creating Alpha Through Tax Cost Ratios. More details to come.
Members: $20 Nonmembers $30 Students $10
1 hour CFP
Topic: Ins and Outs of Private Equity: Learn about the trends in private equity, opportunities for investors in private markets and how private equity can solve problems for their portfolio companies.
Speaker: Evan Harbot, CNL
Details coming soon!
Should you have any questions about programming or ideas you would like to share please email us!
Tara Butler2023 FPA of Charlotte Programming Director
CALENDAR OF EVENTS
FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036
Should you have any questions about programming or ideas you would like to share please email us!