Jan
30
January 30, 2019
11:45AM - 1:30PM
2019-01-30 11:45AM 2019-01-30 1:30PM America/New_York Probate and Pumpernickel Luncheon January 30, 2019 BNY Mellon Wealth Management

Probate and Pumpernickel Luncheon January 30, 2019

BNY Mellon Wealth Management
3300 PGA Boulevard, 200
Palm Beach Gardens, FL 33410

Investment Strategist Jeffrey Mortimer will present an "Investment and Economic Outlook" on January 30, 2019  at BNY Mellon in Palm Beach Gardens, FL as part of the Probate and Pumpernickel luncheon series

 

 

Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.

Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.

He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.

CLICK HERE For further information for Jeff Mortimer. 


Category Tag(s): Probate-Pumpernickel