Wednesday, May 1, 2024
12-2:00 pm | Langley's at Great Neck County Club, Waterford (Special Location!)
Plated Lunch Included | Members: Free | Non-Member Fee: $55
Network with your colleagues and learn a bit too, all while enjoying a delicious lunch at this upcoming ETPCEC meeting!
About the Speaker
Bob Monte, CPWA® RMA® CAP®, Chief Investment Officer, Chief Wealth Officer, Monte Financial Group
Bob has over 40 years of experience within the financial services industry. As Chief Investment Officer, he is responsible for developing and communicating the firm’s investment perspective, supervising the investment process, and managing the firm’s internal investment strategies. Additionally, as Chief Wealth Officer, Bob works with high net-worth individuals and families to help meet their short and long-term financial goals and oversees the firm’s financial planning process. Bob’s investment philosophy was shaped throughout his career managing through different economic cycles, but most importantly by meeting the needs of his clients whose primary equity focus, due to their stage in life, was income and capital appreciation. In 2010, he formally introduced his style of investing as the Equity Income strategy.