Investments and the New Administration

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Thursday, February 25th
12:00 - 1:00 p.m.
Presenters:
Scott Richardson, Happy State Bank & Trust Co
Tim Stobaugh, Tolleson Wealth Management
Brian Maguire, Frost Bank

With a new administration comes change. Please join the TBA Wealth Management and Trust Department to discuss investments under the new administration and its policy changes and the current economy. 

Tim Stobaugh
Tim Stobaugh, CFA, is a Portfolio Strategist and Director on the Client Advisory Team. He serves as a client advisor, working closely with clients on all investment-related matters, including coordinating portfolio allocation strategy and implementation. Prior to moving over to the Client Advisory Team, Tim spent seven years at Tolleson Wealth Management as Director on the Investment Team. His responsibilities included assisting with the execution of the firm’s investment research process, asset allocation, manager selection/retention, and overall portfolio management.
Prior to joining Tolleson Wealth Management, Tim spent nine years as a portfolio manager of equity-focused investment partnerships. In his capacity, he was responsible for all aspects of due diligence, security selection, portfolio management, risk management, and trading activities. He co-founded and was managing partner of Greenstone Value Opportunity Fund, LP, and was a portfolio manager for Crescent Special Situations Fund, LP. Prior to his investment management experience, Tim spent 11 years as an investment banker at Stonegate Securities, Inc., where he assisted public companies in raising capital through the debt and equity capital markets.
Tim graduated cum laude from Trinity University, where he earned a Bachelor of Science in Business Administration with a concentration in Finance. He is registered as a Chartered Financial Analyst.

Scott Richardson
Scott is a trust portfolio manager for Happy State Bank and has been in the financial services industry for over 16 years. He has a Bachelor of Business Administration from Texas Tech University.  He serves as a vice president of the Amarillo Downtown Kiwanis and also serves as the vice president of endowments for the Golden Spread Council BSA. In his spare time he enjoys astronomy and playing guitar.

Brian Maguire
BRIAN MAGUIRE is a senior vice president and portfolio manager with Frost Wealth Advisors. He joined Frost in 2004 and has 18 years of experience in the financial industry.  Brian earned a Bachelor of Arts in economics from Rice University and a Master of Business Administration in finance from the University of Texas at Austin McCombs School of Business. He is a Chartered Financial Analyst, a CERTIFIED FINANCIAL PLANNER TM and a General Securities Representative.  In addition to his work at Frost, Brian is a board member of the Seedling Mentor Program and a member of the CFA Society of Austin.







When
2/25/2021 12:00 PM - 1:00 PM
Where
Virtual
 

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