Paramount Private Wealth Out and About

/Paramount Private Wealth Out and About

Out and About with Patrick Clunan

By | March 20th, 2019|Paramount Private Wealth Out and About|

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Out & About – UCLA Behavioral Sciences

By | March 10th, 2019|Paramount Private Wealth Out and About|

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Out & About with John Bowen

By | March 1st, 2019|Paramount Private Wealth Out and About|

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Pete with Fritz Meyer

By | February 7th, 2019|Paramount Private Wealth Out and About|

Out and About with Fritz Meyer Pete with Fritz Meyer, economist and market commentator, publishes periodic updates and opinion on the economy, markets and investment strategy and frequent guest on CNBC, BloombergTV and FBN. He was Invesco’s Senior Market Strategist, and has managed large-cap equity mutual funds and multi-cap equity and fixed-income client portfolios.. We [...]

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Time Keeps on Slipping into the Future….

By | August 15th, 2018|Paramount Private Wealth Out and About|

Out and about with one of our Alternative Investment partners.  These pictures were taken 5 years apart.... Where does time go?

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Chanel Fortier Acknowledged at LPL Focus 2018!

By | August 12th, 2018|Paramount Private Wealth Out and About|

Chanel Fortier was asked to speak in front of hundreds of advisors as one of the Top Financial Advisors to Follow on Social Media at the LPL Focus Conference in Boston.  She received this recognition for being knowledgeable and inspirational!  She was listed as one of the top female financial advisors to follow in FINANCE [...]

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With Fred Reish

By | August 10th, 2018|Paramount Private Wealth Out and About|

Seminar with Fred Reish, ESQ with Drinker Biddle & Reath LLP in Los Angeles. Spent the afternoon with Fred, who specializes in the legal aspects of conflicts of interest and standards of care. Both very important topics within our industry and very important to clients and our processes.

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A day with Paul Ma

By | July 26th, 2018|Paramount Private Wealth Out and About|

Pete with Paul Ma, CFA Lead Portfolio Strategist, Portfolio Construction Guidance 1-737292

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Meetings

By | July 15th, 2018|Paramount Private Wealth Out and About|

Settling back in my office after traveling and working remotely in Europe!  It’s been nonstop with meetings and calls.

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Pete with BlackRock’s Portfolio Manager Daniel Daniel

By | June 28th, 2018|Paramount Private Wealth Out and About|

I had the opportunity to spend some time with BlackRock’s Daniel Daniel, CFA, CMT Director, Senior Investor on BlackRock’s Global Allocation Fund. We explored technology and the developing landscape in global technology. From self driving cars, to human brain power, technology is impacting everything we do and experience. Exciting times to be alive ...

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