CFMA Delaware Invites You
to Join Us For 
A Virtual Economic Update

Join us for an economic update presented by WSFS.  They'll provide insights into the latest economic developments and future trends for the US and global economy.

Wednesday, February 23rd
3:00pm

Please respond to Delaware@CFMA.org by Tuesday, February 22nd.  An email will be sent to all registered attendees with the Zoom login information.

Jeff Mills – SVP, Chief Investment Officer jmills@bmt.com

Jeffrey D. Mills is the Chief Investment Officer at BMT Wealth Management. With more than 15 years of experience in investment analysis, advisory, and strategy, he is responsible for investments across BMT’s Wealth Management platform, including asset allocation and investment research.

Jeff is a CNBC Contributor providing expert financial insights into national discussions on economic matters, regularly appearing on shows like Squawk Box, Power Lunch and Fast Money.

He holds a bachelor’s degree in international relations from the University of Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in management studies – with a concentration in asset management and investments – from the Massachusetts Institute of Technology (MIT).

Andrew N. Davis, CFA® Director of Research adavis@westcapital.com

Andrew Davis, CFA® is a Director of Research on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. Andrew is responsible for due diligence on managers/strategies, portfolio construction, and portfolio implementation. Prior to his employment at West Capital Management, Andrew was a Portfolio Strategist at SEI Investments, where he was responsible for asset allocation modelling and managing a Covered Call writing strategy.

He has also worked as an Economist at Moody’s Analytics where he was engaged in economic research and forecasting. Andrew began his career as an Economist at the Bureau of Labor Statistics. Andrew earned his Bachelor of Arts in Economics from Michigan State University, and his Master of Arts in Applied Economics and Graduate Certificate in Financial Management from Johns Hopkins University. Andrew has earned the Chartered Financial Analyst (CFA®) designation.

David A. Navarro, CFA®, Director of Research dnavarro@westcapital.com

David Navarro, CFA® is a Director of Research on West Capital Management’s Research Team and also serves on West Capital Management’s Investment Committee. David is responsible for investment due diligence on managers/strategies, portfolio construction, and portfolio implementation. David has 18 years of industry experience, joining West Capital Management from a wealth management firm where he was a Portfolio Manager and Analyst responsible for designing and analyzing client portfolios. His prior experience also includes investing directly both in public and private securities. David’s career began with nine years at Bear Stearns. David graduated with a B.S. in Finance from Rutgers University and he has earned the Chartered Financial Analyst (CFA®) designation.