PRESENTING: PLATINUM: GOLD: SILVER: BRONZE: Lextran Transit Authority of River City Wyatt, Tarrant & Combs, LLP BRIEFING BINDER: Hilliard Lyons

Size: px
Start display at page:

Download "PRESENTING: PLATINUM: GOLD: SILVER: BRONZE: Lextran Transit Authority of River City Wyatt, Tarrant & Combs, LLP BRIEFING BINDER: Hilliard Lyons"

Transcription

1 PRESENTING: PLATINUM: GOLD: SILVER: BRONZE: CHARTER BUS: NAME BADGE: Lextran Transit Authority of River City Wyatt, Tarrant & Combs, LLP BRIEFING BINDER: Hilliard Lyons

2 Projects that help the environment and keep your rates among the lowest in the nation. At LG&E and KU, we re proud to serve the communities we call home. To keep pace with continually changing regulations and to meet increasing energy demands, we re in the largest construction phase in our company s history. But as we grow, one thing is the same our commitment to keep bringing you safe, reliable energy at rates among the lowest in the nation. Visit lge-ku.com/investments to learn more about how our energies go to serving you.

3 We re invested in your success. Chase and J.P. Morgan proudly support Greater Louisville Inc. and Commerce Lexington Inc. and the 2014 Leadership Expedition to Charlotte, North Carolina. We applaud your commitment to leadership, innovation and collaboration throughout the region JPMorgan Chase & Co. All rights reserved. PA_14_198

4 FOR YOUR Bingham Greenebaum Doll LLP works closely with its clients to help them achieve business goals in the Commonwealth and around the world. Bingham Greenebaum Doll LLP is a full-service law firm providing progressive business, litigation and government services to clients ranging from Fortune 500 businesses and Global 1000 companies to small, regionally based organizations across a variety of industries and sectors. INDIANAPOLIS, IND. LOUISVILLE, KY. LEXINGTON, KY. CINCINNATI, OHIO JASPER, IND. EVANSVILLE, IND. VINCENNES, IND. THIS IS AN ADVERTISEMENT FIFTH THIRD BANK PROUDLY SUPPORTS THE 2014 GLI & CLEX LEADERSHIP EXPEDITION Fifth Third Bank. Member FDIC.

5 No matter where you live in Kentucky there s one health care system you can count on. With more than 200 locations, you can depend on us. KentuckyOne Health provides the highest quality care throughout the state. It s our vision to make Kentucky a healthier place one person at a time. Visit KentuckyOneHealth.org.

6 We are building community. Messer.com 854 W. Main Street, Lexington, KY Plantside Drive, Louisville, KY Stuart Andrew Boulevard, Suite B, Charlotte, NC Messer is proud to support the 2014 Leadership Expedition Customized Solutions Solving your unique business problems requires more than a one-size-fits-all approach. MCM s industry-focused CPAs and advisors know how to build and deliver customized solutions, tailored to fit businesses specific needs. We strive to stay adaptive and innovative to meet clients individual needs, going beyond the expected. For the perfect fit, call us mcmcpa.com Kentucky Indiana Ohio

7 PICASSO DIDN T FOLLOW THE CROWD. NEITHER DO WE. this is an advertisement. The precedent of law is our foundation. But we are also led by inspiration, creativity, and sometimes, even genius. Experience the difference at skofirm.com or call WHERE LAW IS AN ART. LOUISVILLE LEXINGTON FRANKFORT OWENSBORO EVANSVILLE GREATER PITTSBURGH SKOFIRM.COM

8 RETIREMENT ISN T THE FINISH LINE... IT S THE STARTING LINE. The Unified IncomePlan from Unified Trust is a retirement income solution that creates a pension like experience with your investments, so you can enjoy your retirement knowing you have reliable income for life. As one of only a handful of national trust companies in the country today, Unified Trust serves its clients with full fiduciary discretion. This means we take a hands on approach to managing your investments so you can enjoy your retirement. For more information on the Unified IncomePlan or any of our Wealth Management solutions, call or or visit Not FDIC Insured No Bank Guarantee May Lose Value Go from where you are to where you want to be with U.S. Bank. U.S. Bank s financial strength, stability and experience provide you a dedicated partner to handle your business financial needs. This is more than what your successful company requires, it is what you deserve. Partner with U.S. Bank to help build a solid financial future for you and your business. branch usbank.com/smallbusiness 2013 U.S. Bank. Member FDIC

9 HELPING YOUR COMPANY INVEST IN NEW EQUIPMENT AND ONE LARGE DIAMOND. The health of our community is tied to the strength of our businesses. And with a range of products and services tailored to your needs, Central Bank is dedicated to helping Kentucky s businesses be as strong as they can be which helps fuel the success of our community as a whole. To find out more, call or West Vine Street, Lexington Member FDIC centralbank.com UofLMBA.com

10 THE ONLY THING MORE POWERFUL THAN A BIG IDEA IS THE TEAM THAT CAN SEE IT THROUGH. Let s build a team around your next big idea. THE CRAFT OF BOURBON Windstream is proud to support Greater Louisville Inc. & Commerce Lexington 2014 Leadership Expedition. CRAFT CAREFULLLY. DRINK RESPONSIBLY. Woodford Reserve Kentucky Straight Bourbon Whiskey, 45.2% Alc. by Vol., The Woodford Reserve Distillery, Versailles, KY 2014 Humana is proud to sponsor the 2014 Leadership Expedition Here's to a successful Leadership Expedition in WE MAKE OUR BOURBON CAREFULLY. PLEASE ENJOY IT THAT WAY. Maker s Mark Bourbon Wh isky, 45% Alc./Vol Maker s Mark Distillery, Inc. Loretto, KY

11 Celebrating 40 years of legal service in Kentucky ExpEriEncE MattErs. MorganandPottinger.com Banking & Finance Equine Commercial Litigation Real Estate LEXINGTON LOUISVILLE NEW ALBANY NASHVILLE THIS IS AN ADVERTISEMENT.

The Fordham Group at Morgan Stanley Smith Barney

The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free

More information

Conference March 8-9, 2018 Lexington

Conference March 8-9, 2018 Lexington March 8-9, 2018 Lexington Presented by Sponsorship Opportunities Gold Sponsors Silver Sponsors Why Attendees Will Come This conference offers the latest information on Kentucky and federal environmental

More information

The Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida

The Compass Group at Morgan Stanley Smith Barney. Naples and Marco Island Florida The Compass Group at Morgan Stanley Smith Barney Naples and Marco Island Florida 8889 Pelican Bay Blvd. Suite 300, NAPLES, FL 34108 239-449-7859 / MAIN 800-237-8686 / TOLL-FREE 239-449-7850 / FAX http://fa.morganstanleyindividual.com/carusozapalski/

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

New Word Order. Card Exercise

New Word Order. Card Exercise FOR US INSTITUTIONAL USE ONLY NOT FOR USE WITH THE PUBLIC NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE This material must be used in conjunction with Invesco Consulting s presentation. is based on

More information

The Terhune Group at Morgan Stanley Smith Barney

The Terhune Group at Morgan Stanley Smith Barney The Terhune Group at Morgan Stanley Smith Barney 1101 FIFTH AVENUE SAN RAFAEL, CA 94901 415-451-1400 / MAIN 800-505-1220 / TOLL-FREE 415-532-1981 / FAX www.morganstanley.com/fa/jerold. terhune jerold.terhune@mssb.com

More information

The Patterson Group at Morgan Stanley Smith Barney

The Patterson Group at Morgan Stanley Smith Barney The Patterson Group at Morgan Stanley Smith Barney 1241 JOHN Q HAMMONS DRIVE MADISON, WI 53717 608-829-4338 / MAIN As the financial world becomes more complex and investment choices multiply, careful planning

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience

More information

The Susquehanna Group at Smith Barney

The Susquehanna Group at Smith Barney smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized

More information

Marilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor

Marilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor Marilyn J. Black Financial Planning Specialist Associate Vice President Financial Advisor 303 East Main Street Barrington, Illinois 60010 847-842-1546 / Main 800-842-1507 / Toll-Free 847-620-0718 / fax

More information

The Kaser Mechling Group at Morgan Stanley Smith Barney

The Kaser Mechling Group at Morgan Stanley Smith Barney The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka

More information

The Sullivan Group at Morgan Stanley Smith Barney. Where Your Needs Come First

The Sullivan Group at Morgan Stanley Smith Barney. Where Your Needs Come First The Sullivan Group at Morgan Stanley Smith Barney Where Your Needs Come First By serving your comprehensive financial needs, we value the unique opportunity and privilege of helping you plan for and achieve

More information

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with

More information

Keith Simons. Wealth Advisor First Vice President Portfolio Manager

Keith Simons. Wealth Advisor First Vice President Portfolio Manager Keith Simons Wealth Advisor First Vice President Portfolio Manager 150 JFK Parkway Short Hills, New Jersey 07078 973-921-6521 / Main 973-860-1336 / fax keith.simons@mssb.com www.morganstanley.com/fa/keith.simons

More information

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney

The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney 800 East 96th Street Suite 400, Indianapolis, Indiana 46240 317-818-7300 / Main 888-930-0159 / Toll-Free 317-818-7440 / fax jonathan.klausner@mssb.com

More information

The Fortress Group at Morgan Stanley Smith Barney. reative Strategies and Practical Advice

The Fortress Group at Morgan Stanley Smith Barney. reative Strategies and Practical Advice The Fortress Group at Morgan Stanley Smith Barney reative Strategies and Practical C Advice Our Mission The Fortress Group at Morgan Stanley Smith Barney is dedicated to providing clients with holistic

More information

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies

Huffman - Weber Group at Morgan Stanley Smith Barney. Success on your Terms Personalized Financial Strategies Huffman - Weber Group at Morgan Stanley Smith Barney Success on your Terms Personalized Financial Strategies 700 Corporate Park Drive Suite 500, Clayton, MO 63105 314-889-9802 / MAIN 866-646-4644 / TOLL-FREE

More information

The Nolan Group at Morgan Stanley Smith Barney

The Nolan Group at Morgan Stanley Smith Barney The Nolan Group at Morgan Stanley Smith Barney 125 High St., Floor 24 Boston, MA 02110 617-478-6403 / MAIN 617-249-0308 / FAX http://fa.morganstanleyindividual.c om/thenolangroup/ leonard.nolan@mssb.com

More information

Chris Bridges. Financial Advisor

Chris Bridges. Financial Advisor Chris Bridges Financial Advisor 832 Lake Sumter Landing The Villages, FL 32162 352-751-7847 / MAIN 800-447-6036 / TOLL-FREE 352-753-8234 / FAX christopher.bridges@mssb.com http://fa.morganstanleyindividual.com/christopher.bridges/

More information

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship

The Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

The Yates Group at Morgan Stanley

The Yates Group at Morgan Stanley The Yates Group at Morgan Stanley 100 N. Main St. Ste. 2500 Winston Salem, NC 27101 800-334-4401 / MAIN 800-334-4401 / TOLL-FREE 336-721-4940 / FAX www.morganstanleyfa.com/theyatesgroup The Yates Group

More information

The Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy

The Timberline Group at Morgan Stanley. Comprehensive wealth planning strategies for your life and legacy The Timberline Group at Morgan Stanley Comprehensive wealth planning strategies for your life and legacy 5390 Kietzke Lane Suite 200, Reno, NV 89511 775-982-8617 / MAIN 775-329-9578 / FAX www.morganstanleyfa.com/thetim

More information

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business U.S. Trust cordially invites you to THE OWNER s JOURNEY Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business WEDNESDAY, MAY 3, 2017 7:30 a.m. 9:30 a.m. U.S. TRUST 280

More information

The Walker Pearson Group at Morgan Stanley

The Walker Pearson Group at Morgan Stanley The Walker Pearson Group at Morgan Stanley 5444 Riverside Drive 2nd Floor Macon, GA 31210 478-471-2286 / MAIN 800-926-2136 / TOLL-FREE 478-471-3355 / FAX John.C.Walker.III@morganstanley.com John.C.Walker.IV@morganstanley.com

More information

the practice of law the way it should be

the practice of law the way it should be at a glance A 200 attorney Firm with 50 partners in a single office where collaboration and collegiality are valued the practice of law the way it should be 100% attorney pro bono participation for over

More information

The Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management

The Rast Group at Morgan Stanley Smith Barney. Principle Driven Wealth Management The Rast Group at Morgan Stanley Smith Barney Principle Driven Wealth Management 1501 Main Street Suite 715, Columbia, SC 29201 803-251-3300 / MAIN 800-786-7866 / TOLL-FREE www.therastgroup.com ben.rast@mssb.com

More information

What You Need to Know About Doing Business with China

What You Need to Know About Doing Business with China The Kentucky Cabinet for Economic Development Presents: Before You Go, Getting In, Setting Up, and Getting Out: What You Need to Know About Doing Business with China July 17 July 18 July 19 LEXINGTON NORTHERN

More information

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and

James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and Professional Athletes 2000 Westchester Ave 1NC Purchase,

More information

The Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey

The Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/

More information

Executive Compensation Strategic Overview

Executive Compensation Strategic Overview August 2009 Executive Compensation Strategic Overview Pacific Northwest Group at Morgan Stanley Smith Barney a corporate client group of Morgan Stanley Smith Barney Eric Flaten Paul Jackson Executive Compensation

More information

The Kopser Goodman Group at Morgan Stanley. managing wealth, creating opportunities

The Kopser Goodman Group at Morgan Stanley. managing wealth, creating opportunities The Kopser Goodman Group at Morgan Stanley managing wealth, creating opportunities 4030 SMITH RD STE 200 CINCINNATI, OH 45209 513-562-8391 / MAIN 800-543-1825 / TOLL-FREE 513-579-0050 / FAX http://www.morganstanleyfa.com/

More information

The Margolin/ Worth Group at Morgan Stanley Smith Barney

The Margolin/ Worth Group at Morgan Stanley Smith Barney The Margolin/ Worth Group at Morgan Stanley Smith Barney 140 East Ridgewood Avenue 3rd Floor, North Tower, Paramus, New Jersey 07652 201-967-3300 / Main 800-631-1607 / Toll-Free 201-967-8328 / fax fa.smithbarney.com/

More information

The Pruitt Fisher Group at Morgan Stanley. Helping clients live by design and not by chance

The Pruitt Fisher Group at Morgan Stanley. Helping clients live by design and not by chance The Pruitt Fisher Group at Morgan Stanley Helping clients live by design and not by chance 4259 West Swamp Rd Suite 400, Doylestown, PA 18902 215-230-6908 / MAIN 888-789-1055 / TOLL-FREE 215-230-6910 /

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney

The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney 330 Fellowship Road Suite 400, Mount Laurel, New Jersey 08054 800-596-5668 / toll-free 856-273-6407 / fax www.fa.smithbarney.com/stackgravenstinesmith

More information

The Garemani Group at Morgan Stanley Smith Barney

The Garemani Group at Morgan Stanley Smith Barney The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani

More information

Gwen G. Cohen. Wealth Management in Service of Life s Goals

Gwen G. Cohen. Wealth Management in Service of Life s Goals Gwen G. Cohen Wealth Management in Service of Life s Goals 70 West Madison Street Suite 5450, Chicago, Illinois 60602 312-443-6527 / Main 800-575-5601 / Toll-Free 312-443-6300 / fax fa.morganstanleyindividual.com/gwen.cohen

More information

Dirk M. Bedarff Partner

Dirk M. Bedarff Partner Dirk M. Bedarff Partner dirk.bedarff@dinsmore.com Covington, KY Tel: (859) 431-7000 Denver, CO Dirk had more than 25 years of experience in all facets of public finance and serves as bond, underwriter's

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam For our team, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they

More information

Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.

Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.com

More information

Satisfied with your custodian?

Satisfied with your custodian? Advisor Services Satisfied with your custodian? Ask yourself these questions. Contents Why the custodian you choose matters. 2 Questions to ask yourself about your existing custodian or when you re evaluating

More information

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor 19495 BISCAYNE BLVD. PENTHOUSE AVENTURA, FL 33180 305-466-4807 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX Philip.Morrissey@morganstanleysmithbarney.com

More information

Success on Your Terms. How We Help You Achieve Your Financial Goals

Success on Your Terms. How We Help You Achieve Your Financial Goals Success on Your Terms How We Help You Achieve Your Financial Goals One PPG Place, Suite 1300 Pittsburgh, PA 15222 Visit Our Team Website: www.morganstanleyfa.com/thestonegroup Bohdan W. Stone, CIMA Executive

More information

The Peachtree Group at Morgan Stanley

The Peachtree Group at Morgan Stanley The Peachtree Group at Morgan Stanley 3280 Peachtree Rd Suite 1900 Atlanta, GA 30305 Tel: 1 (877) 386-5767 Fax: (404) 601-5471 http://www.morganstanleyfa.com/thepeachtreegroupsb/ Why Clients Choose and

More information

The Greenspan Group at Morgan Stanley Smith Barney

The Greenspan Group at Morgan Stanley Smith Barney The Greenspan Group at Morgan Stanley Smith Barney 7500 Old Georgetown Road 10th Floor, Bethesda, Maryland 20814 301-961-2640 / Main 800-745-4503 x2640 / Toll-Free 240-235-4448 / fax ira.greenspan@mssb.com

More information

The Radcliff-Schatzman Group at Morgan Stanley Smith Barney

The Radcliff-Schatzman Group at Morgan Stanley Smith Barney The Radcliff-Schatzman Group at Morgan Stanley Smith Barney 11 North Water Street Suite 16290, Mobile, Alabama 36602 251-470-1060 / Main 251-470-1100 / fax fa.smithbarney.com/theradcliffgroupsb The Radcliff-Schatzman

More information

The Pierson Russi Group at Morgan Stanley. Portfolio Management Group

The Pierson Russi Group at Morgan Stanley. Portfolio Management Group The Pierson Russi Group at Morgan Stanley Portfolio Management Group 222 Central Park Avenue Suite 1800, Virginia Beach, VA 23462 757-493-2100 / MAIN 800-622-3430 / TOLL-FREE www.morganstanleyfa.com/piersonrussigroup

More information

The Niou Way. Portfolio Management Group

The Niou Way. Portfolio Management Group The Niou Way Portfolio Management Group With over 29 years of experience, Stamford Niou and the Niou Way group s goal is to protect and grow our clients assets with the emphasis on risk control. The Niou

More information

Thomas J. McInerney. Honoring. President and Chief Executive Officer Genworth Financial, Inc.

Thomas J. McInerney. Honoring. President and Chief Executive Officer Genworth Financial, Inc. Honoring Thomas J. McInerney President and Chief Executive Officer Introduced by: Kathleen A. Murphy President Fidelity Personal Investing Thank You As of November 7, 2018 Leadership in the Nation s Interest

More information

BAIRD S INTERNSHIP PROGRAM Start in Good Company

BAIRD S INTERNSHIP PROGRAM Start in Good Company BAIRD S INTERNSHIP PROGRAM Start in Good Company Start here. Baird s Internship Program is designed to foster skills that help prepare interns for success. In addition to a mentoring program, which allows

More information

BAIRD S INTERNSHIP PROGRAM. Start in Good Company

BAIRD S INTERNSHIP PROGRAM. Start in Good Company BAIRD S INTERNSHIP PROGRAM Start in Good Company Start here. Baird s Internship Program is designed to foster skills that help prepare interns for success. In addition to a mentoring program, which allows

More information

Latin America. Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com

Latin America. Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com Latin America Pillsbury Winthrop Shaw Pittman LLP pillsburylaw.com Latin America Practice Pillsbury Winthrop Shaw Pittman LLP Overview Decades of Experience in Latin America Pillsbury s Latin America practice

More information

The Hanover Group at Morgan Stanley Smith Barney

The Hanover Group at Morgan Stanley Smith Barney The Hanover Group at Morgan Stanley Smith Barney 203 Heater Road Lebanon, New Hampshire 03766 603-442-7900 / Main 800-829-5232 / Toll-Free 603-442-7988 / fax www.fa.smithbarney.com/ hanovergroup thehanovergroup@mssb.com

More information

The Park Bay Group at Morgan Stanley Smith Barney

The Park Bay Group at Morgan Stanley Smith Barney The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through

More information

Thursday March 1 st, 2018 Shearman & Sterling LLP 599 Lexington Avenue New York, NY 10022 http://www.inmobiliare.com/newyork http://www.usmcocne.org BACKGROUND The United States Mexico Chamber of Commerce

More information

The Malkin Group at Morgan Stanley

The Malkin Group at Morgan Stanley The Malkin Group at Morgan Stanley Morgan Stanley 399 PARK AVE 12TH FL, NEW YORK, NY 10022 212-893-6530 / MAIN 347-438-2919 / FAX www.morganstanley.com/fa/ themalkingroup As the financial world becomes

More information

The Caiazzo Mento Group at Morgan Stanley

The Caiazzo Mento Group at Morgan Stanley The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com

More information

HKIRA 4 th IR Awards 2018 Are Now Open for Nomination

HKIRA 4 th IR Awards 2018 Are Now Open for Nomination FOR IMMEDIATE RELEASE HKIRA 4 th IR Awards 2018 Are Now Open for Nomination Hong Kong (29 January, 2018) Hong Kong Investor Relations Association (HKIRA) is pleased to announce that public nomination is

More information

The Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth

The Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth The Udine Group at Morgan Stanley Smith Barney Helping Clients Accumulate, Manage, and Transfer Wealth 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 856-222-4547 / MAIN 800-932-0037 / TOLL-FREE

More information

The White Heron Group at Morgan Stanley

The White Heron Group at Morgan Stanley The White Heron Group at Morgan Stanley 300 Granite Run Drive Suite 300, Lancaster, PA 17601 717-519-3201 / MAIN 800-873-0990 / TOLL-FREE 717-560-0100 / FAX www.morganstanleyfa.com/thewhiteherongroup thewhiteherongroup@morganstanley.com

More information

The Smalley Berman Group at Morgan Stanley Smith Barney

The Smalley Berman Group at Morgan Stanley Smith Barney The Smalley Berman Group at Morgan Stanley Smith Barney 2727 Hollycroft Suite 330, Gig Harbor, Washington, 98335 253-858-4401 / Main 800-714-7989 / Toll-Free 253-858-4499 / fax fa.smithbarney.com/smalleyberman

More information

The Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork.

The Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork. The Chimerakis Group at Morgan Stanley Simplicity. Strength. Teamwork. 3801 PGA Boulevard Suite 700, Palm Beach Gardens, FL 33401 877.780.2539 / toll-free 561.627.2858 / fax Lee J. Chimerakis Sports &

More information

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish

The Paladin Group at Morgan Stanley. Advocates for the People, Causes and Goals You Cherish The Paladin Group at Morgan Stanley Advocates for the People, Causes and Goals You Cherish 3737 Glenwood Avenue, Ste. 320 Raleigh, NC 27612 855-830-0665 / TOLL-FREE 919-785-7163 / MAIN 919-882-1212 / FAX

More information

ENERGY. Conference. Management. Sponsorship Opportunities. 7th annual. January 18-19, 2018 KENTUCKY. Hilton Lexington Downtown Lexington, Ky.

ENERGY. Conference. Management. Sponsorship Opportunities. 7th annual. January 18-19, 2018 KENTUCKY. Hilton Lexington Downtown Lexington, Ky. January 18-19, 2018 Hilton Lexington Downtown Lexington, Ky. Sponsorship Opportunities Why Attendees Will Come to the 7th Annual Kentucky Energy This conference will give attendees timely information and

More information

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial

Dean A. Connor. President & Chief Executive Officer, Sun Life Financial Dean A. Connor President & Chief Executive Officer, Sun Life Financial Dean A. Connor was appointed President & Chief Executive Officer, Sun Life Financial on December 1, 2011, and is a member of the company

More information

The Schwamb O Day Group Tailored Advice that Delivers Results

The Schwamb O Day Group Tailored Advice that Delivers Results The Schwamb O Day Group Tailored Advice that Delivers Results A team of highly regarded wealth management professionals, the Schwamb O Day Group at Morgan Stanley provides custom-tailored advice and guidance,

More information

The Sanborn Group at Morgan Stanley

The Sanborn Group at Morgan Stanley The Sanborn Group at Morgan Stanley 5051 Westheimer Rd. Suite 2100 Houston, TX 77056 713-966-2159 / MAIN 800-666-6069 / TOLL-FREE 713-966-6808 / FAX www.morganstanleyfa.com/thesanborngroup richard.h.sanborn@ms.com

More information

The Duddingston Sylvester Group at Morgan Stanley Smith Barney

The Duddingston Sylvester Group at Morgan Stanley Smith Barney The Duddingston Sylvester Group at Morgan Stanley Smith Barney 225 South Sixth Street Suite 5100, Minneapolis, Minnesota 55402 866-984-1044 / Toll-Free 612-340-6729 / Main morganstanley.com/fa/ duddingstonsylvestergroup

More information

Bank of america brokerage gastonia

Bank of america brokerage gastonia Bank of america brokerage gastonia Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before

More information

The MCM Group at Morgan Stanley Smith Barney. Private Wealth Management

The MCM Group at Morgan Stanley Smith Barney. Private Wealth Management The MCM Group at Morgan Stanley Smith Barney Private Wealth Management 10 Madison Ave 1st Floor, P.O. Box 1908, Morristown, NJ 07962 800-524-2423 / MAIN 973-993-5276 / FAX fa.smithbarney.com/themcmgroupsb

More information

You & Legacy Wealth Management

You & Legacy Wealth Management You & Legacy Wealth Management You What is Important to You? What do You Value? Family Integrity Security Trust Prosperity Independence Fulfillment Commitment If these ideals resonate with you... Legacy

More information

The Altieri Group at Morgan Stanley Smith Barney

The Altieri Group at Morgan Stanley Smith Barney The Altieri Group at Morgan Stanley Smith Barney As Financial Advisors, we have access to a platform of resources that enables us to select the products and services that match our clients diverse financial

More information

The Pelican Bay Group at Morgan Stanley Smith Barney

The Pelican Bay Group at Morgan Stanley Smith Barney The Pelican Bay Group at Morgan Stanley Smith Barney The Pelican Bay Group at Morgan Stanley Smith Barney 1250 Pittsford Victor Road Building 200, Suite 350, Pittsford, New York 14534 800-736-4608 / Toll-Free

More information

Sean E. Savage Financial Advisor

Sean E. Savage Financial Advisor Financial Advisor Sean Savage is an independent investment advisor providing wealth advisory services to individuals and retirement/benefit plan services to corporations. Objective advice Client centered

More information

The Cedar Ridge Group at Morgan Stanley. Personalized wealth management for individuals, families and institutions

The Cedar Ridge Group at Morgan Stanley. Personalized wealth management for individuals, families and institutions The Cedar Ridge Group at Morgan Stanley Personalized wealth management for individuals, families and institutions 680 Biddle Road Medford, OR 97504 541-772-0273 / MAIN 800-547-1741 / TOLL-FREE 541-773-1720

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President

More information

The Rapkin Hersch Group at Morgan Stanley

The Rapkin Hersch Group at Morgan Stanley The Rapkin Hersch Group at Morgan Stanley Success on your terms 601 Union Street, Suite 2900 Seattle, Washington 98101 Phone: 206.464.4545 2014 Morgan Stanley Smith Barney LLC Member SIPC Seth Rapkin,

More information

MHS Holdings, Inc. An ESOP Success Story

MHS Holdings, Inc. An ESOP Success Story MHS Holdings, Inc. An ESOP Success Story September 21, 2017 Presented by: Brian Johnson, CFO, MHS Holdings, Inc. Kyle Wishing, Material Handling Systems Presentation Overview Introduction Overview of MHS

More information

DECEMBER Continued on next page $300 $250 $200 $150 $100 $50

DECEMBER Continued on next page $300 $250 $200 $150 $100 $50 $300 $250 $200 $150 $100 $50 1 Continued... Market Optimism vs. Reported Increase Source: Pepperdine Optimism Reported Increase Q3 2016 Q2 2016 Q2 2015

More information

The Spectrum Group at Morgan Stanley

The Spectrum Group at Morgan Stanley The Spectrum Group at Morgan Stanley 20807 Biscayne Boulevard Sixth Floor, Aventura, FL 33180 305-937-7100 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX www.morganstanleyfa.com/thespectrumgroup The

More information

Britco Group. Transaction snapshot

Britco Group. Transaction snapshot Britco Group Transaction snapshot About Ernst & Young Orenda Corporate Finance Inc. Ernst & Young Orenda Corporate Finance Inc. is one of Canada s largest corporate finance firms focused on mid-market

More information

CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY. Annual General Meeting. May 17, :30 7:00 pm

CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY. Annual General Meeting. May 17, :30 7:00 pm CANADIAN CENTRE FOR ETHICS AND CORPORATE POLICY Annual General Meeting May 17, 2017 3:30 7:00 pm Action indeed is the sole medium of expression for ethics. Jane Adams Welcome Note Agenda We are firmly

More information

Candidate Profile Form District Committee Election Joel Glasco

Candidate Profile Form District Committee Election Joel Glasco Candidate Profile Form District Committee Election Joel Glasco Candidate Name: Title: Managing Director - Market Manager Firm: Wells Fargo Adviso Candidate Biography and Personal Statement Candidate Biography

More information

Our Mission. About Morgan Stanley Wealth Management

Our Mission. About Morgan Stanley Wealth Management Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,

More information

1 Pay Gap Report 2018

1 Pay Gap Report 2018 Pay Gap Report 2018 1 Pay Gap Report 2018 Introduction We are operating in an increasingly fast-paced and constantly evolving sector, where the ongoing success of our business depends on our ability to

More information

The Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions.

The Lake Union Group at Morgan Stanley. Tailored financial strategies for future generations and passions. The Lake Union Group at Morgan Stanley Tailored financial strategies for future generations and passions. 601 UNION STREET SUITE 2900 SEATTLE, WA 98101 206-336-1626 / MAIN 800-733-4873 / TOLL-FREE 206-464-5928

More information

The Frontier Group at Morgan Stanley Smith Barney

The Frontier Group at Morgan Stanley Smith Barney 8 Developing Your Wealth Management Strategy 10 For life s Most important Goals. 12 a Culture of excellence The Frontier Group at Morgan Stanley Smith Barney East 140 Ridgewood Avenue 5 NT, Paramus, New

More information

OVERVIEW THE RAYMOND JAMES ADVANTAGE

OVERVIEW THE RAYMOND JAMES ADVANTAGE An Introduction 1421 Pine Ridge Road, Suite 300 // Naples, FL 34109 www.raymondjames.com//townsend Direct: 239.513.6537//Toll Free: 800.843.2025// Fax: 239.596.5474 2017 Raymond James & Associates, Inc.,

More information

WALL STREET 50 IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK BUSINESS ATTIRE

WALL STREET 50 IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK BUSINESS ATTIRE THE 20 TH ANNIVERSARY IRISH AMERICA IRISH AMERICA MAGAZINE INVITES YOU TO A CELEBRATION WEDNESDAY, OCTOBER 11, 2017 AT SIX THIRTY THE ST. REGIS NEW YORK TWO EAST 55 TH STREET IN NEW YORK CITY BUSINESS

More information

Robert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams

Robert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams Robert C. Randolph Vice President-Wealth Management Portfolio Manager Financial Planning Specialist Connecting Your Lifestyle With Your Dreams Investors today are busy with work, family and community and

More information

The Triantafel Rumps Group at Morgan Stanley

The Triantafel Rumps Group at Morgan Stanley 2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA

More information

TENOR CAPITAL PARTNERS. ESOP Leveraged Buyout Specialist,

TENOR CAPITAL PARTNERS. ESOP Leveraged Buyout Specialist, TENOR CAPITAL PARTNERS ESOP Leveraged Buyout Specialist, Tenor Capital Partners, LLC (TCP) is the leading boutique investment bank in the southeast focused exclusively on advising, and acting as advocate

More information

The Market Street Group at Morgan Stanley

The Market Street Group at Morgan Stanley The Market Street Group at Morgan Stanley 505 Market Street Suite 300, West Des Moines, IA 50266 515-224-5529 / MAIN 515-224-5559 / FAX www.morganstanleyfa.com/ marketstreetgroup/ For our team, retirement

More information

The TPC Group at Morgan Stanley Smith Barney

The TPC Group at Morgan Stanley Smith Barney The TPC Group at Morgan Stanley Smith Barney 53 State Street Exchange Place, 39th Floor, Boston, Massachusetts 02109 800-752-2678 / Main 617-227-9070 / fax fa.morganstanleyindividual.com/tpcgroup robert.m.panessiti@mssb.com

More information

The dos Santos Group at Morgan Stanley

The dos Santos Group at Morgan Stanley The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com

More information

GRAY EQUITY MANAGEMENT LLC 150 ROYALL STREET, SUITE 102 CANTON, MA (781) (781)

GRAY EQUITY MANAGEMENT LLC 150 ROYALL STREET, SUITE 102 CANTON, MA (781) (781) GRAY EQUITY MANAGEMENT LLC 150 ROYALL STREET, SUITE 102 CANTON, MA 02021 (781) 407-0303 www.grayequitymanagement.com This brochure provides information about Daniel Romano, Paul Gerry, Jr., James Branch

More information