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Q2 2024

Thursday, July 11, 2024 at 3:30 CT

GeoWealth’s CIO, Patrick Krulik, CFA, and Head of Investment Solutions, Jen Wing, are hosting a conference call featuring a brief market update and then a performance review of all GeoWealth portfolios.

WEBINAR AGENDA:

  • Welcome: Meet your expanded team following GeoWealth’s acquisition of First Ascent Asset Management in March 2023. The First Ascent team and portfolios are now part of the GeoWealth family.
  • Market Commentary: Analyzing recent market movements and economic trends.
  • Performance Review: Drilling into performance of GeoWealth’s model portfolios, formerly branded to First Ascent Asset Management.
  • Q&A Session: Your chance to ask questions for the leaders of our Investment Solutions Team.
  • Live or On-demand: All registrants will get a replay, so feel free to sign up even if you can’t join us live during the webinar.

Q1 2024 Replay:

Access the webinar replay and download the slides presented on the call:

Upcoming Portfolio Reviews:

Q3 2024

Webinar on Thursday,
October 10, 2024

Q4 2024

Webinar on Thursday,
January 9, 2025

QUESTIONS?

Email us at
connect@geowealth.com

SAY HELLO TO YOUR HOSTS:

Jack Hannah GeoWealth

See Bio

Jen Wing

SVP, Head of Investment Solutions
GeoWealth

Jen Wing GeoWealth

See Bio

Patrick Krulik

SVP, Chief Investment Officer
GeoWealth

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