Jason Bleimeyer, CIMA®, CIMC®, has been in the financial services industry for more than twenty years. In his practice, he advises institutions, fiduciaries, and individuals on sector analysis, asset allocation, and security selection. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency.
Robert Bancroft, CIMA®, AAMS, CIMC®, focuses on learning, adapting and teaching methods of institutional wealth management for high net worth individuals, families and fiduciaries. Over his 26-year career, Bob has worked as an OTC stock trader, established the high net worth and institutional offices for a national brokerage firm, and served as a broker, branch manager and district manager.
Textbooks for your course may be purchased from any vendor or bookseller of your choice.
No textbook information is available for this course.
|Event||Date||Day||Start Time||End Time||Location||Room
|OL-LEC||04/06/2021||Tuesday||6:00 PM||8:30 PM||Zoom||---
|OL-LEC||04/13/2021||Tuesday||6:00 PM||8:30 PM||Zoom||---
|OL-LEC||04/20/2021||Tuesday||6:00 PM||8:30 PM||Zoom||---
|OL-LEC||04/27/2021||Tuesday||6:00 PM||8:30 PM||Zoom||---
|OL-LEC||05/04/2021||Tuesday||6:00 PM||8:30 PM||Zoom||---