On The Other Hand… A Look At Structural Versus Cyclical Factors Affecting The Economy
Date: Friday, November 16, 2012
Time: 11:30 AM - 1:00 PM
Location: Ruth's Chris
Speaker: Tracy Bell, CFP, Senior Vice President and Senior Portfolio Manager IberiaBank Wealth Advisors
Tracy Bell, CFA, Senior Vice President and Senior Portfolio Manager/Market Strategist: Tracy joined the IBERIA Wealth Advisors team in September 2010 and has over 14 years of investment management experience. Immediately prior to joining IBERIA Wealth Advisors, she was with a major regional bank where she managed an investment portfolio of $1 billion in assets. Her background includes portfolio management, equity research, asset allocation policy making, and equity and fixed income trading. Tracy graduated from the University of Alabama with a Bachelor of Science degree in finance and is a CFA Charterholder. Tracy is a member of the CFA Institute of Alabama and has a Series 65 license. She has served as an industry mentor for the CFA Student Research Teams from both The University of Alabama and Samford University.
