GROWTH. TRANSFER. LEGACY.
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Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2021 and beyond. With the election behind us and the introduction of COVID-19 vaccines, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment.
Leo Kelly, Founder and CEO of Verdence Capital Advisors
Leo provides proven expertise to advise clients on an array of complex financial planning issues. Additionally, he works closely with institutions and foundations to educate board members and assist in the creation of tailored investment solutions. Leo has been recognized as both an industry and thought leader by some of the most prestigious financial publications and he is featured regularly on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors and previously worked at Merrill Lynch and Bloomberg.
Agenda:8:15 AM – 8:45 AM – Networking
8:45 – 10:00 AM – Introductions and Presentation
Virtual Event Pricing:Non-Members – $25.00
Other XPX Chapter Members – $10.00
XPX Maryland Members & Sponsors in good standing are complimentary, so join Today!
Connection details sent upon registration.
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