CIO Market Update
Please RSVP for the Market Update event below.
Location: Almost Famous Wine (Link for directions)
When: Wednesday, October 21st
Time: 5:30PM-7:00PM
Speakers:
Gene Goldman: Chief Investment Officer at Cetera Financial Group
Ernest Collins: Vice President, Financial Advisor at UNCLE Wealth Management
Gene Goldman, Chief Investment Officer, Cetera Financial Group
Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. Gene has more than 33 years of experience in the development of investment strategies, money manager research and overseeing investment analysts.
He is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, CNN, and Reuters and he is a regular guest on high-profile news networks including Bloomberg, CNBC, Fox Business News and Schwab Television.
Mr. Goldman earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He is a Chartered Financial Analyst® (CFA).
About Cetera® Investment Management
Cetera Investment Management LLC (CIM) is a Securities and Exchange Commission registered investment adviser owned by Cetera Financial Group® (CFG). CIM provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers and registered investment advisers.
About Cetera Financial Group
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All of the referenced entities are under common ownership.