October 3 Estate Planning Council Meeting 

The topic is “Prudent Impact Investing”

Our speaker is Scott T. Reeves

     Scott T. Reeves is a vice president and portfolio manager within the Global Portfolio Solutions and Institutional Investments Group at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for the analysis, research and portfolio management of the internally managed U.S. Trust Socially Innovative Investing (S2I) solutions suite which includes U.S. Large Cap, All Cap, Environmental Stewardship & Sustainability, Women & Girls Equality, Religious Voice & Values, Human Rights & Recognition and Carbon Reserve Free strategies.

     Previously, Scott held various positions within U.S. Trust where he provided due diligence and fiduciary oversight of externally managed solutions;
developed the socially responsible investments externally managed platform; developed quantitative risk oversight for the internally managed investment
solution; and, developed several internally managed equity portfolio solutions.

     Scott earned his B.S. degree in Economics & Finance from Bentley University and earned his M.S. degree in Finance from the McCallum Graduate School of Business at Bentley University.

Click on the BLUE link above to register.

Guests and Emeritus

 The guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.
    Emeritus members must be registered and the Emeritus fee is $85 unless already paid for the year. Checks should be made payable to The Estate Planning Council of Richmond.
    Should your plans or guests change, contact the Council Secretary no later than 5:00 PM on Wednesday, September 28, 2017.

Tim Guare, Secretary
804-288-8480
tguare@guarelaw.com