Private Wealth Central States Forum brings together high net worth managing private banks, wealth managers, and RIAs from around the region. Hundreds of one-on-one meetings with managers within the community cultivate the forum’s content.Warren Barnett is the only mediator coming from the Chattanooga area.
The speakers chosen are all leaders within the central US and are pivotal to the industry. Barnett is excited to be a part of a group of such well-respected individuals, including Stephen Frohsin of Woodmont Investment group and Jay Healy of Beacon Pointe.
The event will cover a wide range of topics, including asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning, and an outlook on the financial markets and the global economy.
This event is designed to offer peer-to-peer learning opportunities and networking for the region’s top private wealth investors.
The forum will discuss how COVID-19 has changed the world of wealth and how financial markets have grown right after a global pandemic. Economies endure through all the changes in how goods and services are moved around the world.
Leaders around the region will consider how markets will react to still increasing inflation rates and what fiscal policy will be in place.
Warren Barnett will moderate a discussion on “The Equity Equation: Evaluating Impact on Portfolios.” This panel will dive into critical points to understand how advisors can navigate slow revenue growth to alleviate pressure on equities markets. The current political climate and change in the economic model also play a significant role in equity exposure.
The event will create an open dialogue that allows each panelist to present their ideas in a discussion format. Those in attendance will undoubtedly go home with a better understanding of our current financial state and how their firms can move forward.
For more information, visit MarketsGroup.org
About Barnett & Company
In 1983 Warren Barnett established Barnett & Company when he perceived the need locally in Chattanooga for the same type of investment counseling that he had experienced in his early career in D.C. The firm specializes in Wealth and Asset Management, Financial Planning, and Estate Planning consultations. Warren Barnett, and his team at Barnett & Company strive to exceed the expectations of all the clients. The Barnett & Company offices are located at 1300 Broad Street, Chattanooga, TN 37402, and can be reached at (423) 756-0125.
Visit www.barnettandcompany.com for more information on how to schedule a meeting with Warren Barnett and his team at Barnett & Company.
Barnett & Company, a local Chattanoogan wealth management and investment advisory firm, is excited to announce Chloé Garland-Pollic as its new office manager, effective April 11.
Garland-Pollic previously worked for ten years in the healthcare industry and is very excited about working with the Barnett team.
A Cincinnati native, Garland-Pollic moved to Tennessee in 2009 and received her Bachelor of Science degree in Healthcare Administration from Lee University in 2013.
Garland-Pollic followed her passion for healthcare services while in college, working as a part-time receptionist with a large, local healthcare provider. After graduating from Lee University, she worked her way up to a position as an admissions director with the same company and worked in that capacity for several years. She has since expanded her knowledge of the healthcare industry working with a locally owned non-medical caregiving company, followed by a position with a hospice agency.
It was through these organizations that she became involved in the Alzheimer’s Association’s Walk to End Alzheimer’s (“WTEA”) event, eventually volunteering as a member of the WTEA Committee to organize the fall 2019 annual walk. Garland-Pollic has made the Chattanooga area her home and loves all the area has to offer.
“I love all the history that Chattanooga has, and that it sits in such a beautiful area,” said Garland-Pollic. “I like being able to look out my office window to see Lookout Mountain and the surrounding landscape.” Garland-Pollic resides in Cleveland, just north of Chattanooga, with her husband Austin and their two dogs, Pippa and Remington.
“With her background in business administration, Garland-Pollic has been able to seamlessly transition into her new role as office manager. Thanks to her professional experiences, she is particularly skilled in auditing, contract negotiation, and accounting,” said Warren Barnett. Chloé will also be working with Barnett & Company’s Certified Financial Planners to help ensure an exceptional client experience.
“I’ve always enjoyed working with the senior population by making sure their medical needs were met,” said Garland-Pollic. “Now that I am with Barnett & Company, I get to work with a variety of age groups and people! I believe through this position I can assist in securing not only an individual’s financial needs and future, but those of their family and those who come after them.”
About Barnett & Company
In 1983 Warren Barnett established Barnett & Company when he perceived the need locally in Chattanooga for the same type of investment counseling that he had experienced in his early career in D.C. The firm specializes in Wealth and Asset Management, Financial Planning, and Estate Planning consultations. Warren Barnett, and his team at Barnett & Company strive to exceed the expectations of all the clients. The Barnett & Company offices are located at 1300 Broad Street Chattanooga, TN 37402 and can be reached at (423) 756-0125. Visit www.barnettandcompany.com for more information on how to schedule a meeting with Warren Barnett and his team at Barnett & Company.