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Title

Day in the Life: Investment Strategist

Event Description

​The "Day in the Life" Series Presents...Investment Strategist

​Feburary 22 | 11:30 am | University of Minnesota, Minneapolis

​Featuring:
Jacob Rice, CFA
Abbot Downing​

Christopher Young, CFA
Wells Fargo Wealth Management


Agenda:
  • ​11:30 am Lunch and Networking
  • 12 pm Speaker Presentation/Q & A
  •  1 pm Event Concludes​

Speaker Bios:

Jacob.jpg

Jacob Rice is an Investment Associate on the Asset Management team at Abbot Downing. Abbot Downing is a Wells Fargo business that serves the financial needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Jacob is responsible for analyzing portfolio holdings and allocation exposures for existing and prospective clients and preparing tailored recommendations based client needs, market conditions, and investment strategy. He also supports client management responsibilities including portfolio rebalancing, asset allocation, and investment policy and quality assurance issues.
 
Prior to Abbot Downing, Jacob worked in the Alternative Investments group at Ameriprise Financial. He received his bachelor’s degree in Psychology from Carleton College and is a CFA Charterholder. 

cy picture 1.jpg

Chris Young is a Sr. Investment Manager at Wells Fargo Wealth Management. At Wells Fargo, he works with clients to identify investment objectives and develops client centric strategies and portfolios to achieve investment goals. Before joining Wells Fargo, Chris was an investment manager at U.S. Bank Wealth Management. Prior to that, he spent several years as a portfolio manager and research analyst for AIG Investments in New York City. Chris has been working in the financial services industry for 12 years.

Chris received an MBA from the Ross School of Business at the University of Michigan and a BBA from the University of Minnesota Duluth. He received the Chartered Financial Analyst designation in 2014 and is a member of the CFA Institute and CFA Society of Minnesota.

Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

2/22/2019 11:30 AM

End Time

2/22/2019 1:00 PM

City

Minneapolis

State/Province

MINNESOTA

Event Country

United States

Event Region

Americas

Location Info

​University of Minnesota​
Carlson School of Management
Room: Funds Enterprise Lab (Level one)

321 19th Ave. S
Minneapolis, MN 55455

Speaker

Jacob Rice, CFA & Christopher Young, CFA

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

5.00

Registration

​Students and Candidates: $5

​Register here!​

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 2/4/2019 12:00 PM by support@cfamn.org
Last modified at 2/5/2019 10:12 AM by support@cfamn.org