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DTSTART:20170206T223000Z
DTEND:20170207T010000Z
LOCATION:The University Club, ​219 Benefit Street, Providence, RI
UID:1412220170206T223000ZEPCRI February Dinner meeting
DTSTAMP:20260505T205511Z
DESCRIPTION:\nEstate Planning Council of Rhode Island\n \n2016-2017\n \n \n \nOfficers:\n \nMarianne Holmes, President; Stephen P. Ashworth, Vice President;\n \nLynn E. Riley, Secretary; George F. Warner, Treasurer\n \n \n \nDirectors:\n \nJason Marshall; Marianne Holmes; Stephen P. Ashworth;\n \nLynn E. Riley; Robert J. Tyler, Jr.; George F. Warner; Karen J. Bacon; Ashley Abbate Macksoud; and Anthony R. Mignanelli\n \n \n \nNOTICE OF MEETING \n \n \n \nDATE:                        Monday, February 6th, 2016\n \nPLACE:                     The University Club\n                                  â€‹219 Benefit Street, Providence, RI 02903\n \nTIME:                        5:30 – 8 p.m.\n \nR.S.V.P.                     Follow the Link Below and Register yourself no later than February 2, 2016\n                                  Or, RSVP to admin@epcri.org\n \nTOPIC:                      Update on Global Markets and Investment Strategies\n  \n \nJoin us for a review of 2016 economic conditions and a compelling outlook on what investors can expect in 2017 financial markets\n  \n \nSPEAKERS:\n \nKent 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. \n \nPeter 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.\n \n[] \n \nPlease 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.\n \nTHIS IS A MEMBERS’ ONLY MEETING\n \n \n \nIf you have not yet mailed us your dues, please make your check payable to “EPCRI” and mail it to:\n \nEstate Planning Council of RI\n PO Box 1114\n Providence, RI 02901-1114\n \n \n \nPlease Note: We have begun using a new email address: admin@epcri.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."\n
SUMMARY:EPCRI February Dinner meeting - Estate Planning Council of Rhode Island 
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