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Hosted by  The Tampa Bay Estate Planning Council

Investing in an Election Year and Annual Meeting

The lack of visibility regarding where the economy is going, the demographic trend of baby boomers retiring, and the 2012 election race ramping up, one thing is for certain - we are in for a volatile year. How can we turn this anxious economy into opportunity? Is there a light at the end of the tunnel, or will this fog continue to steamroll the financial markets.

 

5:30 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Please use one of our reservation options below

 

Thanks to Our Council Partner for Sponsoring This Meeting

 

     

Wednesday, March 21, 2012
5:30 PM - 7:30 PM Eastern Time

Location

The Tampa Club
41st Floor
101 E Kennedy Blvd
Tampa   FL   33602
(813)229-6028
 
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Guest fee for Council meeting on March 21, 2012 $40.00
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Speaker Profiles

 


Brian B. Sullivan, MBA, CFA
Regions Investment Management, Inc.

Brian Sullivan is President and Chief Investment Officer of Regions Investment Management, Inc. Mr. Sullivan supervises a staff of professionals performing direct investment of discretionary funds and providing investment advice to other portfolios.

Mr. Sullivan assumed his current position after the merger of AmSouth Bank and Regions Bank in November 2006, having previously served as President of AmSouth Asset Management. Mr. Sullivan joined First National Bank of Birmingham, later AmSouth Bank, in 1982. With AmSouth Asset Management, he served as head of Value Equity, Chief Fixed Income Officer, head of Employee Benefits Portfolio Management, Manager of Fixed Income Investments, Regional Trust Investments Manager, and Equity Research Analyst.Before joining AmSouth, now Regions Bank, Mr. Sullivan served as a utilities analyst for the Public Service Commission of the State of Alabama.

Mr. Sullivan is a Chartered Financial Analyst, and has served as President of the CFA Society of Alabama, of which he is a member. He received his M.B.A. with a concentration in Finance from Tulane University, and his B.A. in Economics from the University of the South.



Registration Fee
Member
No Charge
 
Non-Member
$40.00