Join us as Eide Bailly and Symmetry Partners hosts an informative conversation focused on the current market environment, economic and political uncertainty and what all this means for long-term investors.
Brad Kelley, Principal-in-Charge of Financial Services, Eide Bailly Financial Services
Brad provides skilled guidance to his high net worth clients using an integrated approach to holistic wealth planning. He provides specialized solutions for more in-depth and complicated situations for individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. As director of Eide Bailly's Financial Services and Wealth Planning Services, Brad makes sure the best team of professionals is in place to handle your needs.
Daren L. Pladson, CIMA®, Director of Investment Strategy, Eide Bailly Financial Services
Daren joined Eide Bailly in 2007, bringing with him many years of asset management experience. As Director of Investment Strategy, Daren oversees the firm investment committee and is instrumental in the development of portfolio construction that stays true to our philosophy. He's an experienced financial advisor who offers a full range of services, including financial planning, cash flow analysis, education planning, insurance and risk analysis, retirement planning, investment portfolio management and asset allocation.
Dana D'Auria, Managing Director, Symmetry Partners, LLC
President and Portfolio Manager, Symmetry Panoramic Mutual Funds
Ms. D’Auria is a managing director of Symmetry Partners and president and portfolio manager for the Symmetry Panoramic Mutual Funds. She is directly responsible for overseeing Symmetry Partners’ Research and is a member of the firm’s Executive Committee, responsible for oversight of all daily functions of the firm. Ms. D’Auria is also a member of the firm’s Investment Committee, which is responsible for setting the firm’s investment policy. Ms. D’Auria regularly delivers educational presentations to Symmetry’s advisor network, has published several articles on investing in industry journals and is often quoted in the press. Prior to joining Symmetry, she worked as a financial journalist and in public relations. Ms. D’Auria received her B.A. from Fairfield University in 1999 and her M.B.A. in finance from Fairfield in 2007. She was awarded the CFA charter in 2010.
Additional Information:This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628