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Warner Center May Meeting
Thursday, May 07, 2020, 12:00 PM PDT
Category: Warner Center

The Warner Center Chapter meeting will feature a discussion on the impact of the coronavirus on the financial markets.  BP Member Chip Humphries will be interviewing Josh Willis, a client advisor for JP Morgan. Come join us for an engaging discussion!

About the Speakers

Josh Willis, Vice President, is a Client Advisor for J.P. Morgan Asset Management. In this role, Josh represents JPMorgan's intellectual capital and investment solutions including mutual funds, separately managed accounts, ETF's, and alternative investment capabilities to premier financial advisors at major Wealth Management firms in Southern California. Josh offers over 19 years of experience in the Financial Services Industry. Josh played 4 years of Division 1 college basketball at Cal State University at Northridge. He currently resides in Long Beach with his wife and three kids.

Chip Humphries’ career in wealth management began in 1998, when he joined Merrill Lynch Wealth Management. He is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In addition, Chip focuses on in intergenerational wealth transfer strategies, using a holistic approach. He is a CERTIFIED FINANCIAL PLANNER™  certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds a Certified Investment Management Advisor® (CIMA®) designation. Chip earned a bachelor's degree in economics at UCLA and lettered on the Bruins' varsity tennis team for three years. He and his wife, Alissa, live in Agoura Hills, California, with their three children, Tyler, Ricky and Alexa.

Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting. It is essential that you RSVP 24 hours in advance using the link below, so our Membership Coordinator can send you the meeting information promptly. 

Cost: Free