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DTSTART:20141021T213000Z
DTEND:20141022T000000Z
LOCATION:The Country Club at Mirasol
UID:1057520141021T213000ZMembership Dinner Meeting- The Rules Have Changed: Advances in Asset Allocation & Sources of Return
DTSTAMP:20260412T003548Z
DESCRIPTION:\nScott is the Managing Director of the Northern Trust Stuart office based in Stuart, Florida. The Wealth Team advises on nearly $1 billion of client assets.\n \nScott leads his team’s client service capabilities, coordinating and implementing investment and broader wealth strategies for private clients and small to mid sized tax-exempt and institutional clients. In addition to client service and delivery, he devotes time to business development and firm management.\n \nScott joined Northern Trust in 2007 and has over 15 years of experience as a Portfolio Manager.  Prior to his current role, Scott was an Investment Practice Leader for Northern Trust and involved in the training and development of Northern’s Financial Advisors. Scott earned a B.A. in Finance from Palm Beach Atlantic University and MBA in Management from the University of Miami.\n \nRoads is an active member of the community and lends his experience to many nonprofit organizations. He currently serves on the Board of Directors for Treasure Coast Hospice, Chairman of the Finance Committee of the Family Church and Fleet Captain of the Palm Beach Sailing Club. \n \nPalm Beach County Estate Planning Council appreciates the support of the sponsors for the October Meeting.\n Platinum Sponsors:    \n \nGold Sponsors:   \n
SUMMARY:Membership Dinner Meeting- The Rules Have Changed: Advances in Asset Allocation & Sources of Return - Palm Beach County Estate Planning Council 
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DESCRIPTION:Reminder
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