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Market Update & Outlook Seminar (FREE)
September 20, 2023 @ 9:00 am - 10:30 am
Market Update and Outlook Seminar
Presented by: The Old Pueblo Group at Morgan Stanley
Learn how to navigate an increasingly complex investing universe so that you can pursue your passions! This seminar will focus on education to empower you to make informed decisions, helping you preserve and grow your wealth.
DATE, TIME, AND LOCATION
Wednesday, September 20th, 2023 at 9 am in the Wilson Room at Tohono Chul (located next to the Garden Bistro)
COST AND REGISTRATION
This workshop is FREE and limited to 40 people
ABOUT THE OLD PUEBLO AT MORGAN STANLEY
The Old Pueblo Group at Morgan Stanley is a diverse team comprised of 6 financial advisors with over 125 years of cumulative industry experience.
ABOUT THE PRESENTER
James E. Russell, Jr., CFA
Portfolio Manager & Principal
As a Portfolio Manager for Bahl & Gaynor, Jim works primarily with institutional clients along with select high-net-worth relationships as well as regular travel supporting the firm’s national platform business. Jim is a member of the Investment Committee covering the Health Care sector. Prior to joining Bahl & Gaynor in 2014, Jim’s work included positions at U. S. Bank (Senior Equity Strategist and Regional Investment Director of US Bank Wealth Management) and Fifth Third Bank (Managing Director and Vice President).