Thanks For Listening-In Last Week (Audio Link Now Available)

Thanks For Joining Us

Hello,

Thank you to those who attended our "virtual" economic & market update session last Thursday, March 19, 2020. We hope this 'listen-in" experience was informative and helpful for you!

THANK YOU TO OUR SPEAKER:

Benjamin A. Keating, CFA, Vice President and Portfolio Advisor for Wellington Management. Wellington Management is one of the largest money management firms in the world with US$1.154 trillion in client assets. [1]

We asked Wellington to provide an update to you about the market and economy because of their research and insight. Wellington conducts research through several lenses including: fundamental; environmental, social, and corporate governance (ESG); quantitative; macro; and technical.[2]

Also, special thanks fo Curtis B. Ranta of Hartford Mutual Funds, who presented the media replay on the call. To view the media replay, click here . Wellington Management is a sub advisor for Hartford Mutual Funds among many others.

ACCESS THE SESSION HERE:

Click here to access the audio file or listen via our Facebook page here.
Click here to view the media replay presented by Hartford Mutual Funds.

UPCOMING EVENTS:

We are committed to keep you informed and connected. Please save the date for our next "listen-in" economic & market update session on Thursday, April 2, 2020 at 4:00pm eastern . Our speaker is David O'Maelley. Mr. O’Malley serves as chairman & chief executive officer of Penn Mutual Asset Management. He also serves as president and chief operating officer for The Penn Mutual Life Insurance Company.

Stay tuned for more information in future emails.

Thank you,

Condon Sullivan Wealth Management Team

Tell Us Your Feedback!

We want to hear from you! If you attended the March 19th session, please email Connor Regan ( cregan@condonsullivan.com) and tell us how we did.

Let us know if you would like to hear specific topics for future sessions.

Sources:

[1]: Wellington Management. As of 12/31/2019. Wellington Management refers to Wellington Management Company LLP and its affiliates. Firm assets include assets under management and non-discretionary assets.

[2] Wellington Management Company LLP Sub-adviser Overview. PDF

Wellington Management Company LLP is a SEC-registered investment adviser.

Registered Representatives of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA / SIPC , 16 East Washington Street, Suite 206, North Attleborough, MA 02760 (508) 699-7366. Condon Sullivan Wealth Management and Planning and all listed entities are independent of HTK. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. HTK is a wholly owned subsidiary of Penn Mutual.

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