MSB to Present Market Update, Investment-strategy Workshop
WILBRAHAM — Monson Savings Bank will conduct a complimentary workshop titled “Market Update & End of Year Investment Strategies” on Tuesday, Dec. 2, from 5 to 6:30 p.m. at the Gardens of Wilbraham at 2301 Boston Road, Wilbraham.
This event, free and open to the public, will be presented by Steven Russo, CFA, executive vice president and senior investment officer at Plimoth Investment Advisors. The event is designed to give people an informed, objective, and balanced explanation of what’s going on with the markets and in our economy.
“We’re very pleased to be offering this event at this time, particularly given the recent volatility in the stock market,” said Steven Lowell, President of Monson Savings Bank. “Steve Russo is extremely knowledgeable, a good speaker, and he has no agenda other than to provide objective information.”
Russo has the overall responsibility for directing investment policy and managing the day-to-day activities of the investment team at Plimoth Investment Advisors. He has more than 20 years of experience in managing investment portfolios and has worked at some of the largest investment institutions worldwide. At Plimoth Investment Advisors, he works with both individual and institutional investment clients, determining asset-allocation policy, conducting security analysis, and managing client portfolios to meet their specific needs and circumstances. He holds a bachelor’s degree in economics and a master’s degree in finance, both from Suffolk University. He is a recipient of the chartered financial analyst (CFA) designation.
Those interested in attending may RSVP by contacting Anna Driscoll at (413) 267-1221 or [email protected]. Seating is limited, and refreshments will be served.