Many of you are familiar with Ash who is currently the Vice Chair of JP Morgan Asset Management. Prior to joining JP Morgan, Ash was the Executive Director and Chief Investment Officer of the Florida State Board of Administration managing assets of over $250 billion, including those of the Florida Retirement System, one of the…
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'Cyber Security' Speaker: Ben Graybar, MBA has been with Southern Wealth for four years practicing Holistic Financial Planning. Ben was first investments licensed in 1992 with Prudential & New York Life before moving into banking & finance. He had roles in Premier Client Management with Nations bank, Bank of America, Bank of America Investments, Synovus…
TREPC May 2024 Happy Hour at Vino Beano
August 2024 TREPC Social
'Navigating Elder Law: Legal and Financial Services for Aging Clients.' Learn about recent developments in elder law and the growing demand for specialized legal and financial services for elder clients. Speaker: Rima Nathan Rima Nathan is a clinical professor at FSU Law and directs the Claude Pepper Elder Law Clinic. Nathan previously practiced in…
'Unlocking the Power of Philanthropy: Guiding Clients on their Philanthropic Journeys While Maximizing Tax Efficiency' Speakers: Dennis Gallant, CPA., Katrina Rolle, JD