Financial Forum

Wednesday, October 16, 2024

Please join us for our Financial Forum on Wednesday, October 16, 2024 at Glen Oaks Country Club. For your convenience, we are hosting a noon luncheon and a 6:30PM dinner.

Our guest speaker is Gene Goldman, CFA the Chief Investment Office of Cetera Investment Management.


Welcoming Remarks

Dan O’Toole
SVP, Head of Advisor Consulting
Meeder Investment Management

Stefan Bernardi
VP, Market Leader

Featured Guest Speaker

Gene Goldman, CFA
Chief Investment Office
Cetera Investment Management

This event has been funded in part by Meeder Investment Management and Invesco.

Dan O’Toole and Stefan Bernardi 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

Gene Goldman, CFA

Chief Investment Officer

Cetera Investment Management

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. He also leads the investment committee and their commitment to delivering superior investment oversight.

Gene has more than 26 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Prior to joining Cetera, he served in a variety of roles at LPL Financial including market strategist and lead strategist of the manager strategy group. Earlier in his career, has was a mutual fund product analyst at Liberty Financial.

Gene is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, and Reuters and he is a regular guest on high-profile news networks including CNBC and Fox Business News. He has been a featured or keynote speaker at dozens of industry events.

Gene earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).

This workshop is purely educational. No products or services will be offered for sale and there is no obligation.

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