February 5, 2019 Estate Planning Council Meeting 

Speakers
John G. Jordan, III, CFA®
Chief Investment Officer and Chief Compliance Officer
Heritage Wealth Advisors
and
 Caroline E. Baronian, CFA®
 

Topic
The Most Important Client Questions During Periods of Market Volatility

John G. Jordan, III, CFA® As Chief Investment Officer, Jay is responsible for all aspects of the investment management process at Heritage Wealth Advisors including asset allocation, risk management, investment research, and product development. He works closely with the client service team on management of client investment portfolios. As Chief Compliance Officer, Jay is responsible for the Firm’s day-to-day compliance with the regulations of the financial services industry.

Jay joined Heritage after 12 years as a portfolio manager at Eagle Asset Management with macroeconomic, industry, and individual stock selection responsibilities over a large capitalization equity portfolio. He has more than 25 years of experience in the investment management industry working with institutions and high net worth individuals.

Jay earned his Bachelor of Science in Commerce with a concentration in Finance from the University of Virginia. He is a CFA® charterholder and a member of the CFA Society of Virginia.

 Caroline E. Baronian, CFA® As Research Manager and a member of the Investment Policy Committee, Cary provides ongoing research of macroeconomic risks to assist in tactical asset allocation decisions and risk management for client portfolios. Cary oversees the process of investment selections and ongoing due diligence as well as general investment support. Cary joined Heritage as a Portfolio Management Associate, gaining experience in investment strategy implementation and client portfolio management before transitioning to the Investment Research Team. Prior to joining the Firm, she was an associate at Xenith Bank.

Cary earned her Bachelor of Science in Commerce with concentrations in Finance and Accounting from the University of Virginia. She is a CFA^® charterholder and a member of the CFA Society of Virginia. Cary currently serves on the Leadership Advisory Board of the First Tee of Greater Richmond.

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 Council Secretary. 
 
Brian Ford, Secretary
The Estate Planning Council of Richmond, Virginia
804-225-1422
brian.ford@rbc.com