Join us to hear a summary of the economic landscape and outlook on how it may impact your business and clients.
Topics covered will include:
This webcast is part of our Fuel for Growth: 2020 Webcast Series.
RegisterLars has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets, and achieve their investment goals since 1993. Lars also provides insurance analysis for his clients and leads the firm’s personal financial planning technical discipline group, which sets the policy and procedures for personal financial planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary Analyst, and holds Series 6, 7, 63, 65, and life insurance licenses.
Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence. As director of investment strategy, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She is primarily responsible for aligning investment research and analysis in order to serve the needs of our clients. This includes providing perspectives and analysis on specific asset classes, manager strategies, news related to the investment marketplace, and regulatory issues to the IC. Michelle is a CFA® charterholder.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.