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2024 Economic Outlook
Date: September 19 Time: 7:30 am - 9:00 am
Cost: This event is being offered as a free education session.
Woburn, MA 01801
Will there be continued economic growth for 2024? How will interest rates continue trending over 2024/2025? These questions and many others are being asked more frequently in an ever changing economy. Join McLane Middleton attorney John Colucci along with Terry Sylvester Charron, Senior Director, Investment Strategist with BNY Wealth and Brien Moriarty, Senior Vice President with BNY Wealth as they navigate a discussion on the economic outlook for this year and into 2025, the investment market, as well as other topics that are impacted by the current economic climate.
Presenters
John has a dual background as both an attorney and CPA. This unique skill set gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet no-nonsense style in effectively managing business and legal matters for his clients.
John’s clients range from start-up companies to large multi-owner private corporations. John has extensive experience in all areas of commercial transactions and business operations, and practices in the areas of mergers & acquisitions, business law, and business succession planning.
Terry Sylvester Charron is Team Lead and Senior Investment Strategist for BNY Wealth’s Family Wealth Investment Advisor group. In this role, she provides investment advice to individuals, families and family offices by creating tailored wealth management solutions to meet their investment needs.
Terry has more than 25 years of experience in the wealth management business. Prior to her current role, she was responsible for managing ultra high net worth client portfolios. Terry spent five years as Director of Alternative Investment Strategies at the firm. In this role, she worked on both strategic asset allocation and the creation of alternative investment solutions, including forming the Mellon Hedge Fund Group, to meet the unique investment needs of ultra high net worth clients. She spent 10-years as a member of the Investment Strategy team developing forecasts, capital market assumptions, and asset allocation recommendations for Wealth Management. She is currently a member of the firm’s Investment Strategy, Investment Policy and Alternative Strategy committees.
Brien is responsible for new business development in the New England region and primarily works with high net-worth individuals, families, endowments and foundations. In this role, Brien works with clients and their advisors to determine how they can leverage BNY’s broad capabilities to best achieve their overall financial goals.
Brien has been with BNY Wealth since March 2002. Prior to joining BNY, Brien worked as a sales director for Visible Markets, an online Institutional Bond trading firm. In addition, Brien has over 15 years of experience in the insurance and investment planning industry, having a had a primary affiliation with Northwestern Mutual Life/Robert W. Baird Co.