EPCRI September Lunch & Learn
Estate Planning Council of Rhode Island
Stephen P. Ashworth, President; Lynn E. Riley, Vice President;
Robert J. Tyler, Jr., Secretary; George F. Warner, Treasurer
Marianne Holmes; Stephen P. Ashworth
Lynn E. Riley; Robert J. Tyler, Jr.; George F. Warner; Karen J. Bacon; Ashley Abbate Macksoud; Bridget L. Mullaney; and Anthony R. Mignanelli
NOTICE OF LUNCH & LEARN
DATE: Tuesday, September 26, 2017
PLACE: US Trust
100 Westminster St., Providence, RI – 4th Floor Boardroom
TOPIC: How has Investing Changed Throughout the Years
There is little room for doubt that the investment landscape has evolved tremendously over the years - and it continues to do so today. Long gone are the days of the simple stock and bond portfolio. As this evolution of investment opportunities has occurred, the typical investor has faced a much more daunting task of deciding what to do.
To better understand the challenges facing investors, we will look at some of the changes and innovations that have occurred over the years. From mutual funds and ETFs, to target date funds and robo-investing, the investment terrain has shifted in so many ways. Let's pull out our map and compass and see where we have been and where we might be heading.
Bennett Singer is a senior vice president and portfolio manager at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for creating and maintaining personalized investment solutions and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to joining U.S. Trust, Ben worked for more than seventeen years at Citizens Bank as a senior portfolio manager.He was also a financial consultant for Merrill Lynch. As an Army helicopter pilot he served over five years on active duty and has spent the last twenty five years in the National Guard. Ben is currently a Brigadier General in the Rhode Island Army National Guard and serves as the Land Component Commander. He is a member of the Corporation for Johnson & Wales University where he was an adjunct professor in their graduate school and taught in their MBA program for more than five years.
Ben earned his B.S. in Business Administration from Michigan Technological University. He has his M.B.A. from Johnson & Wales University and a Masters in Strategic Studies from the U.S. Army War College. He holds the Certified Trust and Financial Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.