RSVP today for this Schwab Investing Insights™ event. You’ll hear about the proactive approach to global portfolio diversification offered by investment manager Windhaven and available through Schwab.
This event will be held at the Michigan Avenue, Lincoln Park, Wacker Drive, Kenilworth, Naperville, Northbrook, and Winnetka branches on various dates during May and June 2012.
Or call 800-750-9271.RSVP Today
Today’s interconnected world markets are often volatile and unpredictable. Find out how Windhaven’s focus on downside risk management, dynamic asset allocation, and global diversification helps address changing economic times—and how to put Windhaven’s expertise to work for you.
Jon S. Stuart, Managing Director, Windhaven Investment Management, Inc. Jon has over 10 years of experience in the investment industry. Prior to his current role, Jon held positions at IBM, Lotus Development Corporation, and, most recently, UBS. He has an MBA from the Tuck School of Business at Dartmouth and is a Level III candidate in the Chartered Financial Analyst® program.
Defred G. “Fritz” Folts III, Senior Managing Director, Windhaven Investment Management, Inc. Fritz has over 20 years of experience in the investment industry. Prior to his current role, Fritz worked at Lehman Brothers, cofounded and served as President of Saugatuck Securities, Inc., and served as Director of Global Funding for the Boston Safe Deposit & Trust Co. (U.K.) Ltd. in London, England. Fritz is a graduate of Connecticut College and received his MBA from the Instituto de Estudios Superiores de la Empresa in Barcelona, Spain.