The current Bull Market, which was born in March of 2009, has now had the longest run in American history. Portfolio Managers Mike Harris and Meredith Rosen will discuss where they see this current market as well as what investment and asset allocation considerations are out there for this late-stage Bull Market and eventual end of the Bull Market.
Finance 101 is a free program produced by the Walnut Creek Library Foundation.Space is limited. RSVP required. Register at www.wclibrary.org/finance101 or by phone at 925.935.5395.
Mike Harris oversees the Research & Trading department at Bedell Frazier, which he joined in 2006. He became a partner in 2013. Mike holds the Chartered Market Technician designation (CMT) and an M.B.A. with an emphasis in finance from St. Mary’s College of California, where he also received his undergraduate B.S. degree in Business Administration
Meredith Rosen has over 10 years of experience in the investment management industry. She joined Bedell Frazier in 2004 and became a partner of the firm in 2013 She is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.