Speaker: Richard J. Milton, Main Street Advisors Topic: Economic Outlook
CFP and CPE credits are approved for this session. MCLE credit will not be offered.
Presentation Overview: Mr. Milton will discuss his outlook for the economy and markets in 2019; including positioning portfolios for the late stages of an economic expansion and future recession.
Richard J. Milton, CFA
As a founding Partner of MainStreet Advisors Mr. Milton is responsible for relationship management, portfolio management, and business development. He is frequently invited to speak at conferences and has had the privilege of sharing his investment insight with trust and wealth management professionals across the country.
Prior to MainStreet Advisors, he served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton began his career at Bank One in Chicago as an Investment Officer. He later accepted a position as a Senior Analyst in the Private Equity Valuation Group at KPMG LLP.
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- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m
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