Discussion with VP / Wealth Management and Financial Advisor, Paul Aris

 

paularisThe Retail Investors Affinity Group (WRIG) invite you to an informative discussion with Paul Aris (WG’ 87), Vice President / Wealth Management, Financial Advisor, Janney Montgomery Scott LLC.

Paul Aris (WG ’87) works with affluent clients and their families, addressing their planning, investments, banking, fiduciary and business needs and advising on the full spectrum of wealth management needs, drawing from Janney’s comprehensive resources. Paul has over 30 years of Wall Street experience and serves on the Board of the Wharton Club of Metro New Jersey.

Paul will discuss:
  • Janney’s views on where we are in the financial markets
  • Janney’s expectations for 2023, and
  • Paul’s views on investor behavioral finance
As always, there will be opportunities for your questions.

The Retail Investors Affinity Group was formed in the fall of 2020. We are a group of Wharton alumni who invest non-professionally.

Please contact us with any questions at WRIG@whartonny.com. We look forward to seeing you there!

When:
Tuesday, February 14, 2023
12:00 PM ET – 12:30 PM ET (Presentation/Q&A)
12:30 PM ET – 1:00 PM ET (General Discussion)

Where:
Virtual Via Zoom

Cost:
WCNY Supporting Members - $15 (WCNY supporting membership costs $95/yr. at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $30
Gold & Benefactor Members - $0

Notes:
- Would you or someone you know make a great speaker for a future event? If so, feel free to reach out to Leslie Heredia or Timothy Harrod, Co-Chairs, Wharton Retail Investors Group (WRIG@wharton.com).
- To join the Retail Investors Affinity Group please contact WRIG@whartonny.com to obtain our release form and join; include your full name, line of business, company name, e-mail address and phone number.

Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile.  Please login to update your profile and confirm that the email address listed is correct.

By registering for this event, you agree to the following:
I understand that this session may be recorded and made available, and that my image, name, comments, or questions may appear on-screen.
 


Pre-registration is required. Please register early as events can and do sell out quickly.
Registration is subject to availability and will close on Tuesday, February 14th at 9:00am.

Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.


Please see our schedule of upcoming Retail Investment Group meetings.