The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some thoughts about demystifying trusts and estate planning. You can view the recording below.
Peter W. Tuz, CFA, CFP®
President & Portfolio Manager @Chase Investment Counsel Corporation
Mr. Tuz earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University. Peter is a CFA charter holder and a CFP® professional. Before joining us in 1997 he had 10 years’ experience as a senior analyst and officer with two NYSE member firms. He is a trustee of Ripon College and chairman of its investment committee and is a member of the Board of Governors of the Investment Adviser’s Association. Peter is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute’s small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the CFA Virginia. He has been quoted in Barron’s, The Wall Street Journal, the New York Times and other publications.
Vice President and Chief Compliance Officer @Expedition Trust Company
Phil Garland is the Vice President and Chief Compliance Officer of Expedition Trust. He was the Senior Fiduciary Compliance Officer of VNBTrust and a former trust officer at Bank of America’s Private Bank. Phil graduated from James Madison University and the T. C. Williams School of Law at the University of Richmond.