Met with: jason Van Dusen We discussed fixed income and credit. Attendees: Greg Tobey and Dan Romero Location:Reunion Time: 1:15pm Estimated Cost:...
Met with: Keith McDonald We discussed the non tax exempt municipal bonds, Strategic Income and Growth stocks. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with: Joe Sunwoo We discussed the private credit markets, short term municipal bonds and US Growth investing. Attendees: Greg Tobey and Dan Romero Location: Reunion Time: 1:15pm Estimated Cost:...
Met with: Krist Krikorian 401k platform, defined benefit, taxes Attendees: Jason Martinez, Greg Tobey and Dan Romero Location: Kings’s Fish House Time: 1:15pm Estimated Cost:...
Met with: Tegan Call Discussed balanced investments, equity positions and fixed income.. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
