Treasury Management and the Current Construction Industry Considerations

When:  Feb 12, 2019 from 8:00 AM to 10:00 AM (ET)
Associated with  Mass, Boston, MA

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Summary:

       

Please join CFMA of MA where members from Citizens Private Wealth Management team will provide an overview of their views on the construction industry and the US macro backdrop and outlook for it. They will also discuss investment strategies for effectively managing cash in a challenging and uncertain yield curve environment, in order to optimize working capital.  

Presenters:

les.jpgLes Satlow
Sr. Vice President, Investment Manager

 

Les Satlow joined Citizens Private Wealth Management in September 2017 as Senior Vice President and Senior Investment Manager. Les has nearly twenty years’ experience working with institutions, foundations, endowments, and ultra-high net worth and high net worth clients to create complex customized financial plans and construct global, multi-asset class portfolios to help clients achieve their goals. He is responsible for working with clients to develop tailored investment solutions aligned with their overall wealth objectives and provide ongoing oversight. He is committed to providing the highest level of client service.

Les came to Citizens from New England Investment & Retirement Group. Prior to that, he was a Sr. Portfolio Manager with Meridian Wealth Management, Cabot Wealth Management, and Boston Advisors.

Les has a B.A. with a double major in History & Political Science from Washington University in St. Louis, and a Master’s with distinction in International Economics from Johns Hopkins University. He is a CFA Charterholder and a Certified Financial Planner. In addition, he is a visiting Professor of Investments & Security Analysis at Salem State University.

 


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Brian Waldner
Sr. Vice President, Investment Manager

 

Brian Waldner joined Citizens Private Wealth Management in December 2018 as Senior Vice President and Senior Investment Manager. He has over twenty years’ experience developing and implementing investment strategy as a fund manager and advisor.  Brian brings expertise in synthesizing complex financial situations through a deep understanding of global capital markets, investments, and strategic business planning.

Prior to joining the firm, Brian was the Head of North American RFP and the Investment Product and Operations teams at Natixis Investment Managers.  As an institutional investor, Brian was a Portfolio Manager for Columbia/Threadneedle and Head of the investment team at O’Brien Wealth Partners.  Brian was an Advisor for the Ballentine Partners Multi-Family Office, where he was a member of the investment committee.

Sponsors:

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Location

Sheraton Needham Hotel
100 Cabot Street
Needham, MA 02494

Pricing Information

Registration Price
CFMA-Member $50.00
Non-CFMA-member $65.00

Contact

John Hastings
508-291-2324
jhastings@costellodismantling.com