02.04.2026
Marquette Speaking at 2026 AIMSE Annual Conference 4/28
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
On Wednesday, January 18, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2023 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2023 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.
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. Their annual series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
02.04.2026
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
02.04.2026
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
04.08.2026
On Thursday, April 16, Jessica Noviskis, CFA spoke at the Foundation Financial Officers’ Group Spring Meeting in Chicago. Jessica…
01.05.2026
On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…
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