Wealth Management Society of NW Ohio
October 2016 meeting
" Presidential Elections and Stock Market Cycles – Does the stock market pick the President?"
Speaker: Mark Evans, Principal and Senior Portfolio Manager, The Trust Company
Mr. Evans is a Principal and Senior Portfolio Manager with over twenty-nine years of experience in fiduciary high net worth and institutional portfolio management. Since joining the Trust Company in 2001, he has cultivated and maintained strong ongoing relationships with clients providing communication, investment expertise and service to ensure continued satisfaction and asset growth. As Chair of the Trust Investment Committee, he participates in investment policy discussions along with strategic and tactical fund allocation recommendations. While managing a wide variety of portfolios, his primary focus is on the equity markets. He runs the Large-Cap Core specialty strategy for the company and manages equity portfolios for many high net worth individuals.
Mr. Evans is a native Toledoan. He is a graduate of Miami University, Oxford, where he earned his Bachelor of Science in Business Administration with a major in Finance. Mark received the designation of Chartered Financial Analyst in 1992. He is a member of the Wealth Management Society of N.W. Ohio and is actively involved as a team leader for The Victory Center’s annual campaign. He was a past President of the Financial Analysts Society of Toledo and Vice President, Grant Chair, Treasurer for Susan G. Komen N.W.O. He was previously a member of Community Venture Partners and served on Toledo Community Foundation’s Professional Advisory Council.
DATE: Wednesday October 12, 2016
WHERE: Heatherdowns Country Club, 3910 Heatherdowns Blvd., 43614
TIME: 12 Noon buffet lunch, followed by the program
COST: WMSNWO members: No Charge
All Others: $20.00 (Student non-members: $5.00)
Guests register at www.wmsnwo.com/meetings/.
Members RSVP to Dr. Linda BowyerPhone: 419-276-0664linda.bowyer@utoledo.edu
Reservations must be received by 5pm Monday October 10, 2016
If you prefer a vegetarian lunch, please let Linda know.