HAMPTON ROADS ESTATE PLANNING COUNCIL

Topic: Principles for a Successful Retirement

Andrew Hartman, CFA, Vice President, J.P. Morgan Asset Managment

Andrew is a Vice President at J.P. Morgan Asset Management.

In his current role as Client Advisor, he communicates the investment philosophy and market insights of J.P. Morgan Asset Management to financial advisors and their clients across the Commonwealth of Virginia.

An employee since 2012, Andrew has spent the last decade supporting, educating and partnering with advisors to ultimately help their clients reach their financial goals.

He earned his B.A. in Finance from Cedarville University in Ohio. He is a CFA Charterholder and member of the CFA Society of Virginia. He holds his FINRA Series 7 and 63 licenses.

Andrew resides in Richmond, Virginia with his wife and their three children.

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Please register by Thursday, September 10th