The Continued Importance of Diversification in the Management of Investment Portfolios

Date: Monday, September 25, 2017
Time: 11:45am - 1:00pm
Location: Ruth Eckerd Hall
Speaker: Adam Abelson

 

 

The luncheon meeting will be held at Ruth Eckerd Hall, Margarete Heye Great Room located at 1111 McMullen Booth Road, Clearwater 33759. The meeting will begin promptly at Noon with the opportunity to network at 11:30 a.m.

 


Luncheon Sponsor:

Morgan Stanley ~ Abelson Group 


Meeting Location:

Ruth Eckerd Hall ~ Margarete Heye Great Room DIRECTIONS

1111 N. McMullen Booth Road
Clearwater, FL 33759


Advance reservations are required.

Members - FREE (Included in Annual Dues)

Potential Members - FREE (1st Time Guests that are potential members)

Guests - $25.00


Adam Abelson BIO:

Adam is a graduate of Duke University with a Bachelor of Science degree in Biology. His scientific background directly enhances his ability to conduct detailed analysis on fundamental company research, financial plans, retirement plans, portfolio allocation, risk exposure, and performance statistics. Adam joined the Abelson Group at Morgan Stanley in 2015. He focuses on financial and retirement planning, equity portfolio management, fixed-income portfolios, and fundamental equity research. He was born in Palm Harbor, Florida and attended Berkeley Preparatory School. Adam has a strong focus on supporting arts and education. He serves on the investment committee of Ruth Eckerd Hall, is involved with Junior Achievement to teach Tampa Bay children about personal finance, is his class representative as an active alum at Berkeley Prep, and he is a member of the Pinellas County Estate Planning Council. Adam is committed to having a global perspective, and has extensive experience travelling through Asia, Europe, and South America. He enjoys soccer, golf, skiing, hiking, and travel, and in his own studies, he stays up to date on international relations, biomedical devices, and new disruptive technologies.

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