Events
Financial Forum
Wednesday, May 7, 2025
Please join us for our Financial Forum on Wednesday, May 7, 2025 at Glen Oaks Country Club. For your convenience, we are hosting a noon luncheon and a 6:30PM dinner.
Our guest speaker is Angelo Manzo, CFA®, CAIA®, CFP® a Vice President of Private Wealth at Meeder Investment Management.
Agenda
Welcoming Remarks
Shawn Schaefer
Vice President – Market Leader
Franklin Templeton
Max Eppley, CIMA®
Senior Regional Consultant – Retail
MFS Investment Management
Randy Parpart, CFA®
Executive Director
J.P. Morgan Asset Management
Featured Guest Speaker
Angelo Manzo, CFA®, CAIA®, CFP®
Vice President, Private Wealth
Meeder Investment Management
This event has been funded in part by Meeder Investment Management, MFS Investment Management, Franklin Templeton, and J.P. Morgan Asset Management.
Shawn Shaefer, Max Eppley, Randy Parpart, and Angelo Manzo are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Meet Our Speaker
Angelo Manzo, CFA®, CAIA®, CFP®
Vice President, Private Wealth
Meeder Investment Management
Angelo joined Meeder in 2015. With over 15 years of investment industry experience, he is responsible for leading and managing the Private Wealth Management team. Angelo actively leads in the firm’s asset allocation strategy, external manager due diligence, and portfolio construction. He graduated with honors from Otterbein University and received a MBA from Wright State University. He currently holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and the Certified Financial Planner (CFP) designation.
This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
