The Weitz CompanyCSI Palm BeachCoastalCoastal Windows and DoorsCustom Plumbing, Inc. Climate Control Services Advanced Roofing  Ed Morse Automotive GroupPam’s Creations Catering Smith and Moore Architects, Inc ABC Concrete Cutting EXPERiMAC Hill York ConsultPR

17th Annual Execs’ Business Forum

was proudly presented by Executives’ Association of the Palm Beaches 

Our gift to the community of the Palm Beaches 

 

Click here to see photos of the event

Bill Manegio, Executive Director, is a Client Advisor for JP Morgan Funds in the Southeast. Bill has been working with Independent Financial Advisors and RIA’s for more than ten years. As a Client Advisor, Bill is tasked with communicating JP Morgan’s Market Insights to Financial Advisors and Portfolio Managers throughout his region. A large portion of Bill’s time is spent giving group presentations on the current state of the economy and markets, upwards of 75 times per year.

Prior to his five years at JP Morgan, Bill spent five years at Deutsche Asset Management in a similar capacity. Prior to this role, Bill worked on a Wealth Management team for Morgan Stanley out of Chicago. Bill obtained his BS in Industrial Engineering from Lehigh University and completed coursework at the University of Chicago Booth School of Business. Bill is a CFA Level III Candidate, he has his Cima, Series7 and 66 licenses.

 

The Annual Economic Forum was proudly sponsored by