Broker Check
22 April
Q1 Financial Market Update

Description

Join us April 22nd at 10:00AM PST as Katherine Phillips, CFP®, Clara Hollin, CFP®, and Michael Strohl, CFP® host Sterling T. Moore of CIBC Private Wealth Management for a Q1 Financial Market Update.

Sterling Moore is a Senior Vice President for CIBC Private Wealth Management in San Francisco, with over 25 years of financial industry experience. In this role, Sterling services high-net-worth clients, foundations, endowments and family office clients.
Prior to joining the firm, Sterling was a Vice President and Regional Director with Orion and Brinker Capital Investments. In this role, he supported Financial Advisors and Clients throughout N. CA and the Pacific Northwest in building custom portfolios with efficient tax transitions and tailored investment strategies to efficiently transfer generational wealth that aligned with a client’s personalized investment goals and unique financial plan.

Sterling started his career as a Financial Advisor, then became a Financial Planning Consultant where he worked to create financial plans, estate plans and designed allocations before going to the wholesaling side of the Financial Services industry. Sterling has worked at firms such as Morgan Stanley, Invesco, Global Atlantic and MassMutual. At these firms, Sterling was responsible for educating Financial Advisors and Clients on Mutual Funds, ETFs, Insurance and Individual Stock Portfolios and how to utilize them to achieve client goals.

Sterling received his Bachelor of Business Administration from Southern Methodist University, has his CFS Designation and has been a featured Keynote Speaker at multiple National Conferences around the country.

Katherine Phillips, Clara Hollin, and Michael Strohl are registered representatives of Lincoln Financial Advisors Corp. CA Insurance License #0K85432, #0C85543, and #0C91489. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. Open Advisors is not an affiliate of Lincoln Financial Advisors Corp. Sterling Moore and CIBC Private Wealth Management are not affiliates of either Open Advisors LLC or Lincoln Financial Advisors Corp.  CRN-6512311-032824

Date and Time

Mon, Apr 22, 2024

10:00a - 11:00a PST

Location

https://lincolnfinancial.zoom.us/j/96411134044

PT1H

Event Registration