EPCRI Lunchtime Learning: Ready, set …. [where do we] Go? An outlook on the economy
Registered for this event? Login now to view additional event details.
Meeting will be held via Zoom. Log-in information will be sent prior to the program.
Program Description:
A new Federal Reserve chair in May, AI impact on the job market, affordability challenges, geopolitical concerns – there’s much to consider. Join us for a timely discussion on the economy, both where we are today and where we may be headed. What affect might that outlook have on investment strategy? Given that outlook, do traditional principles of portfolio management still make sense? We’ll examine market trends, what to watch for, and more.
Presenter:
Casey Tenney, CFP Vice President and Investment Officer, Coastline Trust Company
Casey Tenney is an Investment Officer at Coastline Trust Company, where he manages fiduciary investment portfolios for individuals, trusts, nonprofit organizations, and endowments. Withover a decade of experience, he brings expertise in asset allocation, portfolio optimization, and financial planning, tailoring investment strategies to meet clients’ unique goals.
Casey holds an MBA and a B.S. in Finance from Providence College and is a Certified Financial Planner™ (CFP®). Prior to joining Coastline, he served as a Portfolio Manager at Bank of America Private Bank. Outside the office, Casey enjoys traveling with his wife, Michelle, and spending time with their two French Bulldogs, Bean and Fiona.
