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Orange County March Meeting
Wednesday, March 17, 2021, 11:30 AM - 1:00 PM PST
Category: Orange County

Market Update: Looking Back at 2020 and Ahead to 2021

Join our Bruin Professionals Orange County chapter with guest speakers and BP members- Jeff Stern and Cheryl Gee. Jeff and Cheryl will share the outcome of market trends from 2020 and look ahead at updates for 2021.

About the Speakers

Jeff Stern is a Banker in the Orange County office of J.P. Morgan’s Private Bank. He is responsible for advising clients on a range of personal wealth management matters including portfolio construction, asset allocation, credit solutions, retirement planning, charitable giving, and banking services.

Prior to joining J.P. Morgan, Jeff worked for Pacific Investment Management Company in New York and Newport Beach where he advised regional banks and leading insurance companies on investment solutions. Prior to his work at PIMCO, Jeff served as an Analyst in the Portfolio Analytics Group at BlackRock providing fixed-income risk and analytics reporting to senior management at insurance companies.

Jeff received his B.A. in Economics from the University of California Los Angeles and an MBA from the UCLA Anderson School of Management where he served as Director of Private Wealth Management. He holds series 7, 63, and 65 certifications.

Cheryl Gee is Vice President of Wealth Management, Certified Financial Planner, and Certified Exit Planning Advisor at UBS Financial Services Inc. She received her B.A. in Economics at UCLA and also has her Series 7, 31, and 66 securities licenses. 

Cheryl delivers a comprehensive holistic approach to delivering wealth management. She focuses on these areas: Business Owners that are considering selling their business- As a Certified Exit Planning Advisor she works with business owners to create and execute their vision by using a thorough discovery process to help identify the gaps in their transition plan. After the transition we continue to execute the plan by utilizing our Liquidity, Longevity, and Legacy approach to wealth management. Business Executives- Cheryl works with business executives to provide a highly personalized approach to wealth management by servicing their unique investment and planning needs. Athletes- Financial planning can be the difference between a lifetime of opportunities of the chance of ending a hard fought career with little of the financial rewards remaining for their next act.

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free

RSVP Here!

Contact: Robert T. Lemen | [email protected]