Current Economic Trends Informing Financial and EstatePlanning Strategies
Join Ryan Hanna, Senior Vice President, Deputy Chief Investment Officer & Director of Equities, Cambridge Trust, and Susan Martore-Baker, President, Cambridge Trust New Hampshire, for a look at the biggest factors driving change in today’s markets — including the impact of a government shutdown — and the outlook for stocks, inflation and interest rates. Ryan and Susan will then explore the effect those trends have on individual financial planning, investment planning and estate planning strategies.
Original air date: Thursday, October 12, 2023
Panelists
Susan Martore-Baker President Cambridge Trust New Hampshire
Susan is President of Cambridge Trust Company of New Hampshire, where she directs business development and leads the bank’s New Hampshire-based Wealth Management team.
With over 30 years of trust and investment experience, Ms. Martore-Baker is recognized throughout New Hampshire for her work with individuals, corporations, charitable organizations and municipalities to help them identify and achieve their financial goals. Her client-first approach to investing is delivered through strategy, planning and execution that draws upon the expansive resources available at Cambridge Trust.
Ryan Hanna Senior Vice President, Deputy Chief Investment Officer & Director of Equities Cambridge Trust
Ryan assists in day-to-day leadership of the investment team and helps set strategic direction for the firm, including asset allocation and portfolio strategy. Ryan serves as the co-portfolio manager of the flagship Core Equity Strategy and the Equity Income Strategy. As the director of equities, he oversees the team of investment analysts and is responsible for coordinating the research efforts, including stock picking and risk management. Ryan also manages client portfolios for individuals, trust and non-profit organizations.
Moderator
Ernesto Burden Vice President and Publisher Yankee Publishing | New Hampshire Group
Ernesto has been vice president digital for Newspapers of New England (NNE), group publisher at PennWell, vice president of digital media for The Telegraph and NH.com and related sites, as well as digital media director for the Rutland Herald and Times Argus newspapers in Vermont, online editor for The Telegraph and NH.com, and a print editor and reporter with daily and weekly newspapers. He’s spent his career at the intersection of publishing, digital evolution and marketing helping both publishers and advertisers maximize their digital visibility.
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