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Don’t Miss: April’s Innsbrook Table Talks with Vincent A. Wood, III, CFA
April 19, 2018 @ 7:15 am - 9:00 am
April’s installment of Innsbrook Table Talks is sure to be one of our most informative yet. With Chartered Financial Analyst®, Vincent A. Wood, III leading the discussion titled “Economic Impact on Stock Market Volatility”, there’s something for everyone at this invigorating Innsbrook Table Talks on April 19!
Innsbrook Table Talks is the perfect outlet to network and spread the buzz about your company. Get your business a front row seat and promote your product or service by sponsoring an event. There will also be door prizes you can win at each month’s meeting! Your business may offer a door prize to help promote your products as well. Innsbrook Table Talks is hosted on the third Thursday of every month from 7:15 a.m. – 9:00 a.m., at Richmond Marriott Short Pump.
Meet our Speaker: Vincent A. Wood, III, CFA
Managing Partner, Towne Wealth Management
Chartered Financial Analyst®
Vince is a Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high net worth families including owners of privately held companies and families with multi-generational wealth. Vince offers clients over 30 years of financial services experience with an extensive background in portfolio management for individual and trust investment management needs. As a Chartered Financial Analyst®, Vince is dedicated to providing a disciplined investment approach focused on capital preservation, risk management and prudent growth. Vince was previously a Senior Vice President and Investment Strategist with SunTrust Bank’s Private Wealth Management Division where he spent 15 years.
Through a highly experienced team-based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.
Vince holds a Bachelor of Arts in Economics from Virginia Military Institute and a Master of Business Administration from Virginia Commonwealth University. Vince holds the Chartered Financial Analyst® designation. Vince is a board member of the CFA Society Virginia and a recruiting volunteer for his alma mater Virginia Military Institute.