EPCRI February Dinner meeting
Estate Planning Council of Rhode Island
Marianne Holmes, President; Stephen P. Ashworth, Vice President;
Lynn E. Riley, Secretary; George F. Warner, Treasurer
Jason Marshall; Marianne Holmes; Stephen P. Ashworth;
Lynn E. Riley; Robert J. Tyler, Jr.; George F. Warner; Karen J. Bacon; Ashley Abbate Macksoud; and Anthony R. Mignanelli
NOTICE OF MEETING
DATE: Monday, February 6th, 2016
PLACE: The University Club
219 Benefit Street, Providence, RI 02903
TIME: 5:30 – 8 p.m.
R.S.V.P. Follow the Link Below and Register yourself no later than February 2, 2016
Or, RSVP to email@example.com
TOPIC: Update on Global Markets and Investment Strategies
Join us for a review of 2016 economic conditions and a compelling outlook on what investors can expect in 2017 financial markets
Kent W. Gladding, CPA. As Chief Investment Strategist at Washington Trust Wealth Management, Kent Gladding is responsible for strategic and tactical asset allocation decisions affecting over $3 billion in client assets. Kent has been with Washington Trust since 2009, coming from his role as Senior Vice President and Chief Investment Officer at Citizens Bank Wealth Management. While at Citizens, he also served as Financial Principal and Treasurer of Citizens Investment Services, Inc., and Director of Investment Research and Regional Manager for Institutional and High-Net Worth clients in southern New England and the Mid-Atlantic. Kent has over 20 years of experience directly managing mid-cap and large-cap equity funds. Kent holds a B.S. in Journalism from Syracuse University and an M.S. in Accounting from the University of Rhode Island.
Peter R. Phillips, CFA. As Chief Investment Officer at Washington Trust Wealth Management, Peter leads the firm’s direction for growth equity and trade management oversight. He also manages the research function supporting proprietary equity strategies and the dissemination of key investment information across the business line. Peter plays a major role in formulating investment policy and communicates point of view to the public through quarterly webinars and special regional presentations to accountants, attorneys, and other centers of influence. Peter joined Washington Trust Investors in 2007 bringing with him over 17 years of equity research and portfolio management experience. Peter holds a degree in finance and communications from Syracuse University and earned a M.S. in finance with high distinction from Bentley College. He is both a Chartered Financial Analyst and Chartered Alternative Investment Analyst charter holder.
Please click the "Register Now" button below to log in and R.S.V.P. where you will be asked to select if you will be attending for only cocktails or cocktails and dinner.
THIS IS A MEMBERS’ ONLY MEETING
If you have not yet mailed us your dues, please make your check payable to “EPCRI” and mail it to:
Estate Planning Council of RI
PO Box 1114
Providence, RI 02901-1114
Please Note: We have begun using a new email address: firstname.lastname@example.org Please forward this notice if you know of someone who has not been receiving our emails and ask them to add our email address to their list of "Safe Senders."