Date and Time
Wednesday May 3, 2017
11:30 AM - 1:00 PM PDT
May 3rd from 11:30 a.m. to 1 p.m.
Location
Golden Steer Steak 'n Rib House - 23826 104th Ave SE, Kent, WA 98031
Fees/Admission
$20 for members Pre-paid
$25 for members at the door
$30 for guests
Description
What does our economic forecast look like now that President Trump has taken office?
Our speaker Michael J. Serio is the regional chief investment officer for the Mountain Northwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. Serio serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary.
Prior to joining Wells Fargo in 2013, Mr. Serio co-founded Wolf Creek Energy Partners, which was formed to finance minority interests in the shale oil and gas business. Prior to Wolf Creek Energy Partners, he served as managing director for Citigroup Private Bank in Denver where he oversaw the investment process for five private bank offices serving the ultra affluent. He started his career as a portfolio manager for First National Bank of Chicago. He has also worked as a portfolio manager for Sanford Bernstein, JP Morgan, and Stein Roe & Farnham. Mr. Serio has more than 25 years of experience in financial services.
He was an adjunct professor at the University of Denver and DePaul University, and has guest lectured at Stetson University and the University of Colorado. In addition, Mr. Serio taught Chartered Financial Analyst (CFA) review courses for Stalla/Becker-Convisor from 1994 to 2003.
He earned a Bachelor of Science in Economics from the University of Illinois at Champaign and a Master of Business Administration in Finance from DePaul University. Mr. Serio is a CFA® charterholder and Chartered Alternative Investment Analyst (CAIA℠) designee. He previously served as a committee chair and board director for the CFA Society of Chicago and was on the board of the Colorado Council for Economic Education. He currently serves on the board of directors for the HeartLight Center. Mr. Serio is based in Denver, Colorado.
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