- 4th Saturday of each month (except August & December)
- Ron Spieker send email or 703-­671-1346
- Vas Madhava send email
- CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
- Recent: 2015 2014 2013 2012 2011 2010
CI SIG Coming Events
July 25, 2015 meeting cancelled
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No meeting in August. Enjoy summer vacation!
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- Date: September 26, 2015
- Time: 10:00 a.m. to 1:00 p.m.
- Great Falls library,
9830 Georgetown Pike,
Great Falls, VA 22066(see directions)
- Andrew Woolridge, CIMA®, Managing Director, Convergent Wealth Advisors
- Portfolio Risk Management
- Mr. Woolridge will discuss how to manage "market" related risks and fear of the unknown in an investment portfolio.
Andrew Woolridge serves primarily as a senior trusted advisor in many of the Independence by ConvergentTM client relationships. With over 14 years of investment industry experience, Drew is responsible for advising and guiding clients on a broad range of wealth management needs, including portfolio design, asset allocation, and plan implementation. He also works closely with clients' external advisors to help develop and implement wealth solutions designed to make clients' lives easier.
Prior to joining Convergent in May of 2006, Drew was the Investment Officer for CNB Bank's Trust and Asset Management Division. He was also the President/Director for CNB Investment Corporation. In addition to investment research and portfolio management, Drew worked on the development and implementation of investment strategies for client assets.
Drew holds both a Bachelor of Science degree and a Master's of Business Administration with a concentration in Finance from The Pennsylvania State University. He holds the Certified Investment Management AnalystSM designation administered by the Investment Management Consultants AssociationSM as taught in conjunction with The Wharton School, University of Pennsylvania. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.
While pursuing his graduate studies in business and finance at Penn State, Drew was one of the key participants in launching the Nittany Lion Fund, LLC. The Nittany Lion Fund is Penn State's alumni invested, student-run, ~$6.3 million investment fund. Unlike most of the nearly 200 other student-managed investment funds around the country, the Nittany Lion Fund did not come from the university's endowment. Instead, eighty four individual investors each placed between $25,000 and $500,000 under the stewardship of a select group of student fund managers.
A native of north central Pennsylvania, Drew is an active outdoorsman. In addition to spending time in the Pennsylvania countryside, he keeps active ties with his alma mater and provides both current students and alumni with career advice, as well as being a periodic guest lecturer. Drew has also participated in mentoring/lecturing for the Big Brothers Big Sisters of Germantown, MD.◊ ◊ ◊ ◊ ◊
- Third Wednesday of each month (except where noted)
7400 Arlington Road,
Bethesda, MD 20814 (see map)
- 7:30 p.m. to 10:00 p.m.
- Andy Thompson e-mail
- Ferd Hassler e-mail
- Sondra Katz e-mail
- To join the mailing list, send an email to Sondra Katz