11.14.2025
Marquette Speaking at Greater Milwaukee Foundation Event 11/14
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
On Wednesday, January 15, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2020 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes. The annual education series is part of the Foundation’s partnership with professional advisors to provide support, expertise, and information to assist advisors in their work with clients to not only meet their financial goals, but support the community and causes they care about. The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community.
For more information, please visit the CFNEIA webpage.
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
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10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
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