Brown Bag Lunch: Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
Location: Massachusetts School of Law at Andover, 500 Federal St, Andover, MA 01810
Topic: Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
Time: 12:00 - 1:00 p.m.
Facilitators: John Fredette, CFA® and Tom Burleigh, CFP®, CMH Wealth Management
About John: John has over 11 years of investment experience. Prior to joining CMH Wealth Management in July 2017, as Vice President and Senior Portfolio Manager John was solely responsible for over $275 million in assets at Piscataqua Savings Bank. Prior to Piscataqua Savings Bank, John was an Assistant Portfolio Manager and analyst at Fidelity Investments on the asset allocation team which managed over $15 billion. John earned his BS in Accounting, including a minor in Economics, from Plymouth State University. He also earned his MS in Finance from Southern NH University. John was awarded the Chartered Financial Analyst designation in 2012. John is a member of both the Chartered Financial Analyst Institute and the Boston Security Analyst Society.
About Tom: Tom lends over a decade of financial services experience to CMH Wealth Management. Prior to joining CMH Wealth Management in June 2019, he served as Principal and Relationship Manager at Longfellow Investment Management Co., LLC. In his role at Longfellow, Tom was responsible for developing relationships with institutional and high net worth clients and their advisors and providing ongoing client service. Before joining Longfellow in 2010, Tom worked in a division of Seligman Mutual Funds. Tom is a graduate of Cedarville University. He earned his Certificate in Financial Planning from Boston University 2018 and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Tom serves as Chairman of the Leadership Council at Hope Community Church in Newburyport, MA.
NO RSVP IS REQUIRED!
Questions: Click here or call 603-228-1231.