Getting to Normalization
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For the health and safety of all attendees, this program will be virtual only.
About the Program
Over the past decade, markets and market relationships (stocks, bonds, commodities, currencies) have changed notably. This has challenged and changed the way investment managers approach all type of investment accounts outcome objectives – growth, income and principal preservation. In addition, the global economy is trying to break free from a ‘never before’ global pandemic. This presentation will give you an economic, market and tax view for investors of all types – and – trust of all types. Hear how Huntington is managing this challenging environment for the $26 billion they have in assets under management.
About the Speaker
John has spent over 30 years as an investment manager, investment strategist and economic strategist for various financial institutions. He joined Columbus, Ohio-based Huntington Bank in May 2014 as Chief Investment Officer for the Huntington Private Bank®. In this role, he oversees more than $23 billion in assets under management. Prior to joining Huntington, John was with Fifth Third Bank in Cincinnati for 16 years in many roles, including senior portfolio manager, mutual fund manager, equity team leader, investment strategist and economic strategist. He also has worked at Star Banc in Ohio, Heritage Trust and Asset Management in Colorado, and IDS Financial Services in Colorado. John is a former president and board member for the Dayton Society of Financial Analysts and was a long-time adjunct professor in the graduate school at the University of Dayton. He currently is involved with the Global Asset Management Education forum offered through Quinnipiac University every spring in New York City to 1,400 college students from throughout the U.S. and overseas. John holds the professional designation of Chartered Financial Analyst and a bachelor’s degree from the Ohio State University. He also is a graduate of the Midwest Bankers Association Trust School. He frequently shares his insights with the national media, including the Wall Street Journal, CNN, Reuters, Fox Business, CNBC and Bloomberg, among others.
Michael H. Novak │ 2021-2022 Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 50 minutes of programming AND complete the post event survey to receive credit for any of the credentials listed above.
Reservation Policy – All attendees are encouraged to register in advance. Webinar cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.
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