On April 2, Savaglia Financial Advisors hosted a market update conference call with Kezia Samuel from Assetmark. We'd like to welcome her back for a return engagement on Monday, April 20th at 4:30 CST.
It's only been a couple of weeks since we heard from Kezia but during that time we've seen the S&P 500 rally over 11% (as of 4/13/20) and we are interested in Kezia's thoughts on both the economy and the markets as we move forward.
The call will be hosted on Monday 4/20 at 04:30pm CST. To join in, please see the information below.
Toll Free: +1 (877) 310-7479
Meeting number (access code): 592 699 371
We will not be able to answer live questions on the call but if you have questions for either Don or Kezia, please send them in advance to firstname.lastname@example.org.
Don Savaglia will start off the call and then we’ll hear from Kezia.
About Kezia Samuel...
Kezia is responsible for communicating investment process, positioning and performance on the Assetmark Guided Portfolios to clients. She is also responsible for writing commentary on market performance and current events.
Kezia has over 18 years' experience and transferred to the Investment Strategies Group in 2019, joining AssetMark through the acquisition of Global Financial Partners (GFPC) in 2019. Prior to GFPC Kezia spent 3 years as a senior portfolio strategist at Jackson National, 4 years as an investment team lead for JPMorgan's private bank and 8 years as a derivatives analyst and marketer for the investment bank at JPMorgan.Kezia holds a BS in Chemistry and Computer Science from Fordham University. She holds the Chartered Alternatives Investment Analyst (CAIA) designation and is a Chartered Financial Analyst (CFA) level II candidate
Date and Time
Mon, Apr 20, 2020
4:30p - 5:00p CST
Toll Free: +1 (877) 310-7479 Meeting number (access code): 592 699 371