Investment Perspectives
To register for this meeting CLICK HERE
Thanks to our sponsor for this meeting:
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John K. Lynch
Regional Chief Investment Officer
Wells Fargo Bank, N.A.
topic:
"Investment Perspectives"
John Lynch is a Senior Vice President and the Regional Chief Investment Officer for the Mid-Atlantic Region. His responsibilities include leading the region's investment professionals who offer high net worth individuals a customized, comprehensive approach to portfolio management. In addition, the investment team provides clients access to four other key Wealth Management (WM) services-private banking, trust,estate, and financial planning.
Mr. Lynch has more than 25 years of experience in the financial services industry.Prior to his current role, Mr. Lynch was the Chief Equity Strategist with Wells Fargo Funds Management, LLC. He joined Wells Fargo through the acquisition of Wachovia, which included Evergreen Investments. Mr. Lynch was a Managing Director and Chief Market Analyst with Evergreen Investments. After joining Wachovia in 1996, John served as Chief Investment Strategist at IJL Wachovia, the firm's private client division.
Mr. Lynch has been featured in various media outlets, including CNBC, Bloomberg News, Barron's Magazine and The Wall Street Journal.
Mr. Lynch holds a B.A degree from Villanova University and a MBA in finance from The College of William and Mary.
GUESTS and EMERITUS
The guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register in advance, but are not required to be sponsored by a member.
Emeritus members must be registered and the Emeritus fee is $85, unless already paid for the year.
Checks should be made payable to the Estate Planning Council of Richmond.
Should your plans change or guests change, contact the Council Secretary no later than 5 p.m. on Wednesday, November 27th.
Nancy Newton "Newnie" Rogers, Secretary
nrogers@vaetlaw.com
804-592-3560
