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Parcion Private Wealth | Young Successor Video Series

01:09:00

Sep 2, 2020 03:52 PM

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Speakers

Dan Suzuki
Deputy CIO @Richard Bernstein Advisors
Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs. Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron’s.
Terry Cook, CFP®, CIMA®
CEO, Managing Partner @Parcion Private Wealth
With more than 26 years of experience, Terry founded Parcion Private Wealth to deliver world-class, family office style services to entrepreneurs, and wealth creators. In addition to serving as Parcion’s CEO and Chief Investment Officer, Terry lectures frequently to industry groups and business owners on succession planning and wealth management-related topics. A graduate of University of Oregon, with a degree in economics, Terry is a Certified Financial Planner™ professional and Certified Investment Management Analyst (CIMA®).