The "Day in the Life" Series Presents ... UHNW Portfolio Management
Jeremy V. Rice, CFA
Kathryn Lyons, CFA
U.S. Bank Private Wealth Management
Learn about this area of the investment industry first-hand from local charterholders! Lunch is included with registration.
11:30 am Lunch and Networking
12:00 pm Speaker Presentation/Q & A
1:00 pm Event concludes
About the speaker:
Jeremy Rice is a portfolio manager on the Asset Management team for the Midwest region. Jeremy is responsible for the development and execution of investment strategies for clients of Abbot Downing.
Jeremy has held various roles within Wells Fargo, including investment strategist, investment manager, portfolio manager and associate portfolio manager. In these roles, he was responsible for developing and executing investment strategies and performing investment research for clients of The Private Bank. Jeremy has been working in the financial services industry for 15 years.
Jeremy received a bachelor’s degree in finance from the University of Minnesota’s Carlson School of Management. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of MN.
Kate Lyons is a Vice President and Senior Portfolio Manager at U.S. Bank Private Wealth Management. Previously, she was a Senior Investment Consultant at Securian Financial Group. Kate received a bachelor's degree in finance from Arizona State University. She received the Chartered Financial Analyst® designation in 2003 and is a member of the CFA Institute and the CFA Society of Minnesota. She joined the Society Board in September 2017.