PO Box 948, Clayton, CA 94517
T: 925.778.1165 | F: 925.778.1163 | E: TriValleyEPC@gmail.com
February 2, 2023
"Through the Looking Glass"
Presented by:
William Ryan
Exchange Bank
A Special Thanks to Our Event Sponsor:
Cynthia L. M. Brown, Certified Public Accountant 4695 Chabot Drive, Suite 200 Pleasanton, CA 94588 ph: (925) 461-1944 Cynthia.L.M.Brown@gmail.com
Interested in Sponsoring an Upcoming TVEPC Event? CLICK HERE
ZOOM Webinar
February 2
5:30pm - Webinar Opens followed by
20 minutes of networking
5:50pm - Sponsor talk
5:55pm- Speaker Program
7:00pm- Webinar Concludes
Cost:
Members - $20
Guests - $30
ZOOM Link will be included in
your confirmation email after
you register
Join Us February 2
from 5:30pm - 7:00pm
Presentation Summary:
An examination of economic and market trends that dominated 2022. Review of current investor expectations for the economy and markets 2023, and risks to those expectations.
About Our Speaker:
William Ryan is a Senior Investment Officer with Exchange Bank working with high-net worth families, foundations, and trusts.
He brings over 30 years of experience in the investment services industry. Prior to joining Exchange Bank, Mr. Ryan was a Senior Investment Strategist at Comerica Bank working with high-net worth families. He was also a member of the Investment Policy Committee that determined asset allocation for client portfolios across the bank.
He also served as the co-manager of Comerica’s Large Cap Core equity strategy, and as the energy sector analyst for all of the bank’s proprietary equity strategies.
He began his career as an independent options market maker on the Pacific Stock Exchange.
Mr. Ryan holds a bachelor’s degree in Economics and Philosophy from Boston College.
Learning Objectives
A Very Special Thanks to our Member Supporters
Denise Chambliss Hoge Fenton Jones & Appel
Kelly Hayes Lucky Fiduciary Services
Heather Hamilton Fiduciary Accounting Services, LLC
Gabriella Odell, Esq. Odell Fiduciary
Jennifer Thaete Law Office of Jennifer Thaete, PC
Ellen Torres Johnston, Gremaux & Rossi, LLP
Mark Unger MSU Fiduciary Partners
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.
Tri-Valley Estate Planning Council | TVEPC.org
TEL: (925) 778-1165 • FAX: (925) 778-1163 • EMAIL: TriValleyEPC@gmail.com P.O. Box 948 Clayton, CA 94517
