What Cincinnati Retail Investors Want From Local IROs (with Toy Drive)

Hello Cincinnati Tri-State NIRI Members,

Please join our NIRI Chapter on Thursday, December 15, for lunch at Nicholson’s Pub with a presentation and discussion on what Cincinnati retail investors want from local IROs.

Speaker

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal

Wealth Management, Cincinnati – West

Dan joined Johnson Investment Counsel in 2010 and serves as a Senior Portfolio Manager. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Before coming to the firm, he worked at Morgan Stanley, Inc., as a Financial Advisor and at CGI Group, as a Financial Analyst.

Toy Drive

Please bring a toy donation to benefit the Cincinnati Ronald McDonald House, which provides a home for families with critically ill children, steps away from the medical care they need. Danielle Jones will be collecting our donations and delivering them to the Ronald McDonald House on behalf of our chapter. The organization also has an Amazon Wish List to assist you with your shopping and items can be shipped directly to the Ronald McDonald House. Note that gift cards are a popular item with teens. Their rule of thumb for gift cards is in the $15-25 range. We will also be accepting cash donations at the meeting.

Cost

This meeting is included as part of your NIRI Cincinnati Tri-State Chapter membership. The nonmember fee is $35. Please let us know if you are a nonmember so our treasurer can arrange payment with you.

This is an in-person only event. Please accept or decline this invitation by Friday, December 2. You may email stephanie_johnson@cinfin.comwith any questions.

Regards,

Stephanie Johnson

Event Planning

NIRI Cincinnati Tri-State Chapter