2011 Economic Outlook

Date: Thursday, December 9, 2010
Time: 11:30 AM - 1:00 PM
Location: Ruth Chris Steak House
Speaker: Darin Leone, CFA

 

(“AAC”). Her primary responsibilities are client service and sales management where she works closely with financial advisors in the Southeast Region. Deanna has over 14 years of investment experience in the fi elds of consulting services and managed money. Prior to joining AAC, Deanna was a Vice President and Regional Manager for a Philadelphia-based investment advisor. Deanna has also worked as an Assistant Vice President and Investment Consultant Specialist with national brokerage firms. Deanna is a member of the Investment Management Consultants Association and has achieved the designation of Certifi ed Investment Management Analyst. Deanna is also involved in the Center for Fiduciary Studies where she earned the designation of Accredited Investment Fiduciary. She graduated with honors from the University of Evansville with a Bachelor of Science in Business Administration and a concentration in Finance. She currently holds Series 7, 63 and 65 licenses.

 

 

Darin Leone is a Portfolio Strategist at Manning & Napier Advisory Advantage Corporation.  In this capacity, Darin works closely with Manning & Napier’s* Senior Research Group which manages the investment process for the fi rm’s investment team of more than 45 professionals.  He is responsible for communicating the fi rm’s views on the economy, capital markets, and portfolio management process to fi nancial advisors and registered investment advisors.  Darin has nearly ten years of investment experience including previous positions at Bank of America Private Wealth Management and Raymond James Financial.  Darin earned his BS in Business Administration and Consumer Studies from Syracuse University and is a Chartered Financial Analyst. He holds Series 7 and 66 licenses.

Deanna F. Perry is a Vice President with Manning & Napier Advisory Advantage Corporation

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