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DTSTART:20211012T153000Z
DTEND:20211012T170000Z
LOCATION:Hope Valley Country Club
UID:2097220211012T153000ZDurham-Orange Estate Planning Council Lunch Meeting
DTSTAMP:20260524T155543Z
DESCRIPTION:\n DURHAM-ORANGE ESTATE PLANNING COUNCIL MEETING\n \nTUESDAY, OCTOBER 12, 2021 --- 11:45 A.M. -- 1:00 P.M.\n \nHOPE VALLEY COUNTRY CLUB\n \nGUEST SPEAKER: WILLIAM C. KELLER, CFA\n \nWELLS FARGO REGIONAL CHIEF INVESTMENT OFFICER \n \nMID-ATLANTIC REGION\n \n \n \nWilliam C. Keller is a Regional Chief Investment Officer located in the Bethesda, Maryland Wells Fargo Private Bank Office.  Mr. Keller leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank.  In his role, Mr. Keller serves as the "investment thought leader" in the Region by providing insight and interpretation of the economy and financial markets at client events and through written commentary. \n \nPrior to joining Wells Fargo, Mr. Keller worked as a Senior Investment Manager at U.S. Trust.  He has also worked as an Investment Director for the Capital and Baltimore Regions of PNC Wealth Management.  Mr. Keller has more than 25 years of experience in financial services and has been featured in various media outlets, including The Wall Street Journal and Washington Post. \n \nMr. Keller earned a Bachelor of Science Degree in Economics from Pennsylvania State University and is a CFA® Charterholder.  He is a Board Member and Treasurer for The Montgomery College Pinkney Innovation Center Foundation. \n \nMr. Keller is based in Bethesda, Maryland. \n \n \n \n \n
SUMMARY:Durham-Orange Estate Planning Council Lunch Meeting - Durham Orange Estate Planning Council 
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