JOIN US! July 21, 2020 | CE Credit | Maneuvering Through Volatility

Harbor Funds will present "Maneuvering Through Volatility".

As we continue to experience unprecedented market volatility, your clients want to preserve capital, and you want your clients to stay invested in the market. Harbor believes that volatility is part of the “new” new normal and will continue for a prolonged period. Harbor can prepare you with tools and sound rationale for navigating through these periods when they happen – by helping you avoid problematic behavioral biases.  Join the Maneuvering through Volatility webinar for a robust discussion and actionable insights that will help you implement strategies to help manage ongoing periods of market volatility for your clients.

The presenters are as follows,

• Ross Frankenfield, CFA - Managing DirectorHarbor Funds Distributors, Inc.

Ross Frankenfield is a managing director at Harbor Funds Distributor, Inc. He provides insights on financial markets and acts as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, Ross was an analyst at Financial Research Corporation, where he engaged in the analysis of trends within the financial services industry and contributed to FRC’s suite of research publications. He earned a B.A. in Economics from Colby College. Ross is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.

• Bryan Sullivan, CFA - Vice President

Bryan Sullivan is a Vice President, Regional Investment Consultant at Harbor Funds Distributor, Inc. and is responsible for managing and servicing client relationships throughout the Southeast Region.  Prior to joining Harbor, Bryan was with Eaton Vance in Boston, MA.  He earned a Bachelor of Business Administration from Loyola University Maryland in Baltimore.  Bryan is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.

Microsoft Team dial-in details will be provided in advance to all registrants.

CFP CE credit (1) is available upon completion