Annual Meeting - Virtual - Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
Join us for our Annual Membership Meeting and Education Program on February 17, 2021 on Zoom (Zoom Pre-registration required, see below)
Executive Committee Meeting 11-11:30am
Annual Meeting 11:30-noon
Speakers' program noon-1:00pm
Program Topic: Economic Review and Outlook - The Struggle Between Underlying Fundamentals and Macro Events
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.
Our incoming slate is as follows:
President: JoAnne Meyers, Novick & Meyers
1st VP: Steve Stanganelli, Clear View Wealth Advisors, LLC
2nd VP: Jason Tholander, KTS Financial Group LLC
Treasurer and Immediate Past Pres: Kimberly Butler Rainen, Law Offices of Kimberly Butler Rainen
Secretary: Laura Tetrault, Barradale, O'Connell, Newkirk & Dwyer, PA
At Large: Jeff Paquin, Anstiss & Co., P.C.
At Large: Lou Pereira, Merrimack Business Appraisers, LLC
At Large: Mary Ellen McIver, HUB International
At Large: Steve Jacobsmeier, Crestwood Advisors
To register for this meeting click the Zoom link below which will provide your Zoom log in information.
Note: For those attending the annual meeting and speakers' program, be sure to log in by 11:30 a.m.
We look forward to seeing you there!
Kimberly Butler Rainen, Esq.