Upcoming Events -Registration for all events https://cfa-society-of-st-louis.ticketleap.com/

10-15-26 CWIM Original: Unveiling Gen Z: Are Young Women Turning Their Backs on a Career in Finance

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10-20-26 Career Fair for Students

Register NOW! Table Presenters Alec Hubbard, CFA, CAIA, CFP® As a Senior Portfolio Solutions Specialist in Client Engagement at Stifel Financial Corp, Alec Hubbard is responsible for delivering consultative investment guidance focused on customized portfolio analyses, asset allocation guidance, and comprehensive investment recommendations to financial advisors and the high-net-worth and institutional clients they serve. He serves as an ambassador for the CIO Office, utilizing its current market and investment views, while also applying his own deep knowledge in fundamentals of portfolio construction, wealth management, and the firm’s investment products & services platform to each unique client or prospect engagement. Prior to joining Stifel, Mr. Hubbard served as a Portfolio Analyst for Wells Fargo’s Investment Solutions division. He earned his B.S. in Economics from Truman State University and holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst (CAIA®) designation, the CERTIFIED FINANCIAL PLANNER™ designation, and Series 7 and 66 licenses. KATHLEEN (KAT) MCGRATH, CFA Senior Lead Investment Research Analyst / Executive Director WELLS FARGO INVESTMENT INSTITUTE, GMR DIVISION Kathleen “Kat” McGrath is a senior lead investment analyst for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo’s brokerage, private banking, family wealth, and retirement businesses. In her role, Kat covers Emerging Markets and Asia equity managers as well as leads ESG initiatives within GMR. Prior to joining Wells Fargo in 2022, Kat worked at Asset Consulting Group (ACG) as a vice president on the global equity manager research team, focused on US Small-to-Mid Cap equity managers, and spearheaded the firm’s ESG efforts. Prior to ACG, Kat worked at WallachBeth Capital, Leerink Swann, Susquehanna Investment Group, and Stifel Nicolaus as a sell-side analyst covering the Medical Device and Equipment industries. Kat earned a BS in Business Economics and Finance with a minor in Mathematics from Southern Illinois University – Edwardsville. She holds the Chartered Financial Analyst designation and the CFA Institute Certificate in ESG Investing. She has held the positions of Vice President and President with the CFA Society of St. Louis.   Ryan M Tomlinson, CFA, CAIA, CFP® Ryan is currently a Senior Portfolio Manager and Team Lead at U.S. Bank Private Wealth Management with 20 years of investment experience. He helps families, foundations and endowments reach their investing goals through a wide variety of investment products and services. Previously he has been a portfolio manager, investment analyst, and financial advisor. He is a CFA charterholder and holds the CAIA and CFP designations as well. Tim Westrich, CFA Mercer  Tim Westrich is a Principal and Senior Investment Consultant who specializes in advising Not-for-Profit clients in the St. Louis office of Mercer’s Investments business. He advises numerous endowment and foundation clients with assets ranging from $65 million to more than $3 billion in the areas ​ of asset allocation and manager selection. ​   Prior to joining Mercer, Tim served as a Consultant at Hammond Associates also advising ​ Not-for-Profit clients. Tim has also worked as an Analyst in the Investment Banking department ​ at A.G. Edwards focusing on public and private real estate transactions and as an Analyst in ​ the Public Finance department at Edward Jones. ​   Tim holds a BSBA in Finance/Banking and Real Estate from the University of Missouri. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute ​ and currently serves as Secretary of the CFA Society of St. Louis. Tim also holds a Series 3 ​ National Commodity Futures License.

10-29-26 Central Bank Policy, fiscal deficits, treasury and fixed income markets

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10-30-26 The Midterm Confluence — U.S. Midterm Elections and Their Impact on Global Markets”

Register NOW!  Patrick Fearon-Hernandez, CFA Chief Market Strategist As Chief Market Strategist at Confluence, Patrick analyzes financial market trends, global economics, and geopolitical developments, including international security issues, in order to map their implications on investment strategy. Patrick also writes various reports that lay out the firm’s geopolitical, economic, and market insights, which can be found on the Confluence website under Research & News . He is a member of the investment committees for the firm’s asset allocation, international equities, and fixed income strategies and participates in the management of those portfolios. Patrick worked in a wide variety of investment roles prior to joining Confluence. Before joining Confluence, Patrick served as a portfolio manager at AdvisorNet Financial Partners in Phoenix, Arizona, where he had responsibility for developing and implementing the investment strategy related to a series of multi-asset model portfolios. Prior to that position, Patrick was a portfolio manager at Terra Nova Ventures, a niche private-equity fund focused on international agriculture companies. Patrick is also an alumnus of A.G. Edwards & Sons, Inc. in St. Louis, having served as an analyst following foreign currencies, precious metals, and interest-rate futures, and as the firm’s international economist. Patrick’s global, top-down approach to investment strategy builds on his early career experience at the North Atlantic Treaty Organization in Brussels, Belgium, and at the Central Intelligence Agency in Washington, D.C. The insights and methods of CIA-style “Strategic Intelligence” he has acquired throughout his career can be effective tools for investment strategy and management. Patrick has written widely on the evolving global “megatrends,” and has often been quoted in media sources such as the Wall Street Journal . Patrick holds a Master of Business Administration degree from Arizona State University as well as a Master of Public Policy degree from the John. F. Kennedy School of Government at Harvard University. He earned his Bachelor of Arts degree from the University of Notre Dame, and he is a CFA charter holder.

11-5-26 Networking Social Sponsored by Neuberger

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11-10-26 Women, Wealth & the Markets: Strategic Planning Insights

Register NOW! Hear from  Elizabeth Wyman, Vice President at Goldman Sachs , as she shares a timely market update and insights on women investors. Throughlines from the market update and insights will be woven into an engaging panel discussion led by  Kathleen Judge  (CEPA, Edward Jones Financial Advisor) featuring a team of experts in holistic planning: Payton Heyen Pech  (Estate Planning Attorney, Sandberg Phoenix) Savannah Greatting ( CPA, Anders CPA + Advisors) Arrielle Edwards  (CAIA, Bank of America Private Bank Portfolio Manager, STLWIN Executive Board Member)   Together, they’ll explore how coordinated strategies across investments, tax, and estate planning support holistic planning and long-term financial success. The session will begin promptly at 12:00 and end by 1:15

6-14-27 Annual Meeting

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