The Financial Forum welcomes DJ Tierney, Senior Investment portfolio Strategist for Charles Schwab on Friday July 8th, at 10 AM in the Event Center. Ming Chen, VP and Senior Financial Consultant, will introduce Mr. Tierney. His topic will be “Introducing Personalized Indexing-the Benefits and Considerations.”
Mr. Tierney received his BA in economics from UCLA. His MBA from UC Berkeley Haas School of Business. He began his career with Salomon Brothers/CitiGroup as a Sales and Trading professional, responsible for managing trade relationships with state treasuries, pensions, endowments, and institutional money market funds. At Morgan Stanley, he was the Institutional Sales and Relationship Manager, Capital Markets Groups, responsible for partnering with asset management firms in the roll-out and trading of ETFs. At Charles Schwab, he is the Director and investment portfolio strategist, responsible for educating advisors and institutional clients on all aspects of investing.
This event is open to all current members of the Financial Forum. To sign up, click on the Register button. A continental breakfast will be available. Please note that this will be at the Event Center and not the Fireside Room. For more information on the event or on how to become a member, please contact Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595