Broker Check
09 Oct
10/09/2024 Quarterly Market Update

Description

The Bridgetown Wealth Management team, along with special guest speakers, Adam Turnquist, Vice President and Chief Technical Strategist at LPL Financial and Ryan Garcia,  Regional Manager at AllianceBernstein invite you to attend our third Quarterly Market Update of 2024. Learn more about our guest speakers below event details.

This will be a hybrid event & attendees can join either in-person or remotely via Zoom. Lunch will be provided to those who attend in person.

 

Date: Wednesday, October 9th, 2024

Time: Lunch 11:30 AM, presentation from 12:00 - 1:00 PM PST

Topic: Quarterly Market Update

Location: 700 NE Multnomah St.

3rd Floor Conference Room

Portland, OR 97232

or Zoom

Limited spots available if attending in-person, please reserve your seat with Anna Sims by Wednesday, 10/2/24

R.S.V.P by phone (503) 280-7155 or emailing anna@bridgetownwealth.com

If attending via Zoom, register in advance for this webinar:

Click HERE to Register

After registering, you will receive a confirmation email containing information about joining the webinar.

Feel free to forward any questions you may have in advance or during the webinar to support@bridgetownwealth.com.

Adam Turnquist, CMT
Vice President, Chief Technical Strategist
LPL Research

As Vice President and Chief Technical Strategist, Adam is responsible for the management and development of the technical research product within LPL Research. In this role, he provides LPL Financial advisors and their clients with actionable market insight and technical strategy across asset classes. Adam is also a voting member of the LPL Financial Research Strategic and Tactical Asset Allocation Committee (STAAC) and is a key contributor to the overall strategy of the LPL Research Technical Equity model portfolio.

Prior to joining LPL Financial, Adam served as Vice President at Piper Sandler where he worked as a Technical Research Analyst covering U.S. and global equity markets, fixed income, foreign exchange, and commodities. Prior to that role, he worked as a Fixed Income Trader. Adam has more than 15 years of investment experience.

Adam earned an MBA from the University of St. Thomas and a BBA in Financial Markets Finance from the University of Minnesota-Duluth. He also holds the Chartered Market Technician designation and Series 7, 63, 86, and 87 registrations.

Ryan Garcia, CIMA®, M.A. Behavioral Economics

AllianceBernstein

Ryan Garcia is a Regional Manager, partnering with Greg Gillis, and covering Oregon, Idaho, Alaska, Chico & Redding, California, and Eastern Washington. He is responsible for cultivating and maintaining relationships with financial advisors and RIAs who focus on high-net-worth individuals and corporate retirement plans. Ryan shares relevant market insights, investment solutions, and practice management strategies to help clients grow and expand their businesses.

This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance.


Date and Time

Wed, Oct 09, 2024

12:00p - 1:00p PST

Location

3rd Floor Conference Room or Zoom

700 NE Multnomah St.
Suite 820
Portland, OR 97232
View on Map
PT1H

Event Registration

Will you be able to attend this event?