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Client Events

Upcoming Events

 

Recent Events

  • The Year Ahead For The Markets at Jeff Ruby's Carlo and Johnny (1/20/22)
  • Client Appreciation Concert and Dinner feat. Eric Genuis at Kenwood Country Club (12/03/21)
  • 2020 Election and The Markets at Jeff Ruby's Carlo and Johnny (10/14/20)
  • All Star Panel: Covering The Bases at Jeff Ruby's Carlo and Johnny (07/30/19)
  • Tune Up To The Masters at Kenwood Country Club (04/12/19)
  • March Madness at Top Golf (03/22/2019)
  • Market Update: Reasons To Be Bullish On Equities at Jeff Ruby's Carlo and Johnny (02/13/19)
  • Basketball Extravaganza at BB&T Arena (01/25/19)
  • Owl Rock Capital Dinner at Kenwood Country Club (12/18/18)

 

 

Pictures From Our Most Recent Client Appreciation Events:




 2021 Client Appreication Concert and Dinner at Kenwood Country Club.

A "Carnegie Hall"  performance with internationally acclaimed composer, pianist, and inspirational speaker, Eric Genuis.




Mike Momper and Nate Carlson, of First Trust Advisors, hosted a discussion on the current state of the markets and their current outlooks for the economy at Jeff Ruby's Carlo and Johnny on 02/13/2019. 


             

28th Annual Basketball Extravaganza at BB&T Arena on 01/25/2019. This was a fun event for family and friends to watch current / former Cincinnati Bengals players, Cincinnati Reds players and other local celebrities competing to declare bragging rights for 2019.