CFA/FPA Allied Event: Wealth Mgmt Symposium

October 17, 2018
3:30 PM - 7:00 PM
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Grand del Mar
5300 Grand Del Mar Court
San Diego, CA 92130
Venue website

CFA Society San Diego & Financial Planning Association San Diego are pleased to announce a collaborative Wealth Management Symposium on Wedesday, October 17, 2018. Join us as we welcome Jeffrey Kleintop, Senior Vice President, Chief Global Investment Strategist of Charles Schwab and Mark Peterson Mark Peterson, Director of Investment Strategy and Education for BlackRock. 

3:30-4:00pm - Registration
4:00-5:30pm - Presentations
5:30-7:00pm - Social Hour

Members: $25 
Non-Members: $50 

Grand Del Mar
5300 Grand Del Mar Court 
San Diego, CA 92130

Special Thanks to our Social Hour Sponsor


Speakers Bios:

Jeffrey Kleintop, CFA
Senior Vice President, Chief Global Investment Strategist
Charles Schwab

Jeffrey Kleintop is Senior Vice President, Chief Global Investment Strategist. In this role, he is responsible for analyzing and discussing international markets, trends and events to help U.S. investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America.

Jeffrey is frequently cited in a range of national media outlets including The Wall Street Journal, the New York TimesBarron’s and Financial Times, and he is a regular guest on news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. He has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference. 

Jeffrey earned a Bachelor of Science degree in Business Administration from the University of Delaware and an M.B.A. from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®) charterholder.

Mark Peterson
Director of Investment Strategy & Education

Mark Peterson, Director of Investment Strategy and Education for BlackRock where his responsibilities include relating BlackRock’s Investment Strategy and investment views to key institutional and financial advisor clients and offering perspective on all asset classes - including equities, fixed income, alternatives and multi-sector approaches to investing. A 20-year industry veteran with extensive expertise and experience educating financial professionals and investors on market and investment topics.

Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank, where he developed investment and product strategies  or all investment products. Mark also worked as a product specialist across all asset classes where his responsibilities' included developing new mutual fund launches and delivering market and investment presentations across the US. Additionally, Mark has spent time on floor of the Board of Trade and Chicago Mercantile Exchange. Mark received his B.S. degree from Arizona State University.


$50.00 Guest Price

$25.00 Member Price