Broker Check
18 May
DreamBridge Financial's State of the Markets and Portfolio Update 2023

Description

  Please join the DreamBridge community for dinner, drinks and fellowship at this amzing event!  Now is a great time to get together to review where markets have been and where we think they are headed. Also, we will provide general updates on portfolio design, construction and risk mitigation.   Sign up today because registration is limited to 50 people!

Joining us for this event is my good friend and colleague, Peter Murphy, CFA President and Chief Investment Officer of Founders Financial and our Investment Committee.

Pete joined Founders Financial in 2012, was named President of Freedom Capital Management Strategies® (FCMS), the firm’s innovative investment management platform, in 2014, and has served as the firm’s Chief Investment Officer since 2016. He leads the FCMS investment team and oversees the investment strategies available through FCMS. He is also responsible for leading the platform’s strategic growth and development initiatives. Pete’s forward-looking and unique perspective is what makes FCMS a force to be reckoned within the industry.

 

Pete brings over fifteen years of investment experience to the team. Prior to joining Founders Financial, he was a member of the Investment Team of the University of Notre Dame Investment Office, which is responsible for overseeing investments in the University’s endowment fund. Pete earned his Bachelor of Business Administration in Finance from the University of Notre Dame and holds the Chartered Financial Analyst® designation.

Date and Time

Thu, May 18, 2023

6:00p - 8:30p EST

Location

BlackWater Grill

43 Pelham Road
Salem , NH 03079
View on Map
PT2H30M

Event Registration