4th Quarter Meeting, 2020
Date: Wednesday, November 18, 2020
Time: 11:30am - 1:00pm
Location: Zoom
Speaker: Larry Adam and Anne Platt
Raymond James Speakers for November 18th at 11:30 CST Zoom meeting – State of the Economy post elections.
Introduction by Larry Adam – Chief Investment Officer – Raymond James Private Client Group
Main Speaker: Anne Platt – Vice President for Investment Strategy and Product Positioning – Raymond James Private Client Group
Anne Platt BIO
Anne Platt is Vice President, Investment Strategy & Product Positioning. She is responsible for framing and communicating the firm-wide investment strategy view, and supporting the PCG Chief Investment Office. Ms. Platt is highly integrated throughout the firm, serving on numerous committees and councils including the GWS Executive Council, the Mutual Fund Recommendation Approval Committee, and the ESG Council. Additionally, she is the chair of the Investment Strategy Committee.
Larry Adam Joined Raymond James in 2018 from Deutsche Bank, where he held the dual roles of Chief Investment Officer – Americas, and Global Chief Investment Strategist for Deutsche Bank Wealth Management. Larry’s areas of expertise include investment strategy, asset allocation analysis, portfolio construction, and implementation. Larry has a B.B.A. and a master’s degree in business with a concentration in finance from Loyola University Maryland, where he also serves as an adjunct professor for international finance.
Ms. Platt joined Raymond James in January 2013 from Morgan Keegan where she led the Product Management Group and communications strategy. She has been in the investment industry for more than 30 years and has experience across all distribution channels and multiple product sets including mutual funds, separate accounts, alternative investments, variable annuities and common trust funds.
Ms. Platt graduated from Bryn Mawr College with a degree in history and has an MBA with a concentration in Finance from the University of St. Thomas. She holds FINRA Series 7, 63, 65 and 24 licenses and has earned the Accredited Wealth Management Advisor, Accredited Investment Fiduciary, and the Retirement Income Certified Professional designations.
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