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16th Annual Economic Forum

proudly presented by Executives’ Association of the Palm Beaches 

Our gift to the community of the Palm Beaches 


Thursday, March 9, 2017
11:30 Registration and Networking
Noon Program
The Cohen Pavilion at the Kravis Center


Jeffrey Mortimer, CFA
Director of Investment Strategy
BNY Mellon Wealth Management

In this role, Jeffrey leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.

Jeff is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets including Barron’s, Fortune, Bloomberg and CNBC. Her serves on the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College. 

BNY Mellon: A Global Leader

  • Leading global provider of securities services: $28.9 trillion in assets under custody and administration
  • Best Global Custody Bank (source: Global Finance, August 19, 2015)
  • World’s largest global custodian  with custody of more than 20% of the world’s securities (source: Institutional Investor magazine, September 29, 2015)
  • Leading clearing agent for U.S. Government Securities
  • 7th largest global asset manager with $1.6 trillion under management (source: Pensions & Investments, November 10, 2015)
  • 7th largest U.S. asset manager (source: Institutional Investor, July 8, 2015)
  • Two centuries of experience and perspective as the oldest private bank in the U.S. and among the first to create dedicated family office business
  • Expansive network of offices with offices in 18 states and four countries

Sponsorship opportunities now available!

Your $1,000 investment brings a return of:

  • priority seating
  • a table of ten for the 16th Annual Economic Forum
  • your company logo scrolling on the screens as close to 400 business leaders in the Palm Beaches arrive
  • thank you from the Event Chairman from the podium
  • your company logo featured in the event program
  • your company logo featured on this page of our website
  • your company’s pop-up banner displayed at the event 

Please click here for a printable sponsorship flyer.

Please click here to share the names of the ten individuals who will be at your table of ten. 

The 16th Annual Economic Forum is proudly sponsored by