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.