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Jan. 15, 2020

CANCELLED - How to Find the Right Financial Adviser & Achieve Your Financial Goals

NY NATAS
450 7th Ave, Suite 808
New York, NY 10123
United States of America

Event has ended
2 registered. 18 spots left

Description

 Desk

* * * * * * *  

NY NATAS Members are invited to attend this informative event:

How to Find the Right

Financial Adviser &

Achieve Your Financial Goals

We are pleased to offer our esteemed members an opportunity to gain insight on important and relevant financial information to assist them with their financial planning.        

 This seminar will cover: 

 How a Financial Adviser can add value  

 How to choose an advisor

Why choosing the right advisor is so important 

5 Key strategies for Financial Planning

How to achieve your goals

  * * * * * * *

 Speakers: 

Ms. Michelle Tran/Harness Wealth, Head of Business Devlopment

Mr. Jonathan Ferguson/Alexandria Capital, Managing Partner, Co-CIO    

 Date:

Wednesday, January 15, 2020

  Time: 

6:00PM-8:30PM 

 Event Schedule:

6:00pm-6:30pm ~ Networking & Snacks

6:30pm-8:00pm ~ Seminar

8:00-8:30pm ~ Q & A Session

 Location: 

NY NATAS, 450 7th Avenue - Suite 808, New York, NY 10123

RSVP:  

Kindly provide your full name, email address, and your Membership# for verfication purposes by 6pm Tuesday, January 14, 2020.

 IMPORTANT NOTE:

The information provided is provided by Harness Wealth, LLC. and Alexandria Capital (the "Firms") for informational purposes only.
 
Investing involves the risk of loss and investors should be prepared to bear potential losses.
 
No portion of this event is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
 
Certain information contained in this presentation is derived from sources that Harness Wealth and Alexandria Capital believe to be reliable; however, the Firms nor the National Academy of Television Arts & Science, New York Chapter ("NY NATAS") and its Board of Governors, Officers, Staff, and members do not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
 
In addition, this event is for informational purposes only and NY NATAS does not support, sponsor or endorse the Firms or information provided at the event.
 
Harness Wealth, LLC and Alexandria Capital are SEC-registered investment advisers. For information about the Firms' registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. 
 
Learn more about Harness Wealth at www.harnesswealth.com and Alexandria Wealth at https://www.flipsnack.com/alexandriacapital/ac_corporate-brochure_12312019/full-view.html.

 


Featured Speakers

Speaker Jonathan Ferguson, CFA
Jonathan Ferguson is a Managing Partner and Chief Investment Officer of Alexandria Capital. Jon is a member of the Executive Board and is responsible for overseeing all investment activities of the company where his 20+ years of portfolio management and research experience are meaningfully leveraged. Prior to orchestrating FIC Capital’s …

Jonathan Ferguson is a Managing Partner and Chief Investment Officer of Alexandria Capital. Jon is a member of the Executive Board and is responsible for overseeing all investment activities of the company where his 20+ years of portfolio management and research experience are meaningfully leveraged. Prior to orchestrating FIC Capital’s merger with Alexandria Capital, he served as the President and CIO and Portfolio Manager for FIC Trivantage Fund LP.


Jon also held investment research positions at Merrill Lynch Investment Managers, Credit Suisse, and Schroders. Over the course of his career, Jon’s research responsibilities have provided broad exposure to investment markets and industry sectors, including healthcare, finance, consumer products, retail, telecommunications, technology, energy, and industrials.


Jon holds an MBA in Finance from the Stern School of Business at New York University, and a B.S. in Economics and a B.A. in Mathematics from the State University of New York at Binghamton. Jon is a CFA Charterholder and is a member of the New York Society of Security Analysts. Jon is a member of the Board of Directors of the ARC of Westchester, a not-for-profit organization dedicated to enabling and enriching the lives of people with developmental disabilities.

Full Description

View all speakers

Date and Time

Wed, Jan. 15, 2020

7 p.m. - 9:30 p.m.
(GMT-0500) US/Central

Location

NY NATAS

450 7th Ave, Suite 808
New York, NY 10123
United States of America

Event has ended
2 registered. 18 spots left

Location


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NY NATAS

450 7th Ave, Suite 808
New York, NY 10123
United States of America


Group(s): New York Emmys
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