Associated will open their doors to clients & guests for their 4th Quarter Investment Committee Meeting with Morningstar CFA Paul Tait on Thursday, October 26th at 4pm ET via Zoom. The event will be hosted by Associated partner and financial advisor, Travis Ruane (p.s. RSVP is required to join... you can do so by CLICKING HERE).
As Ruane hosts, Tait will give his take on the global economy and market outlook before opening the stage to participant questions.
Tait has been with Morningstar since March 2023. Prior to joining Morningstar, Paul worked at the global asset manager DWS for 5 years, where he helped build their Portfolio Solutions team. At DWS, Tait also spent time on the sales desk. Paul graduated from Northern Illinois University in 2016 and obtained the CFA charter in 2021.
SEATS ARE LIMITED TO ASSOCIATED CLIENTS & GUESTS ONLY
RSVP now by CLICKING THIS LINK