2023-2024 Season Highlights
With the 2023-2024 season just around the corner, we are thrilled to present an exciting lineup of events featuring renowned speakers who will undoubtedly engage and enlighten our club members. While some high-powered speakers are finalizing their schedules, we’re committed to promptly communicating the specific dates as they are confirmed. Here’s a glimpse of what to expect:
- Thursday, September 14, 2023: Kick off the season with Cocktails and Networking at the Tatnuck Country Club—a fantastic opportunity to reconnect with old friends and make new connections. Upon renewal of your membership, you will receive an invitation to reserve for you and a guest!
- October 2023: We are honored to welcome Massachusetts Governor Maura Healey to share her insights and vision for our state’s economic future.
- Late January 2024: Join us as we host Rick Green, the visionary Founder of 1A Auto, who will inspire us with his entrepreneurial journey and industry expertise.
- February 2024: Brace yourself for a thought-provoking evening with Congressman Byron Donalds (R-Naples, FL), who will shed light on national economic policies and their impact.
- Late March/Early April 2024: Stay tuned for an announcement of another remarkable speaker who will broaden our perspectives on critical economic matters.
- Late May: Conclude the season with a bang as we welcome Adam Selipsky, the CEO of Amazon Web Services (AWS), who will share insights into the future of technology, artificial intelligence, and its influence on the global economy.
- This event has passed.
Jeff Mortimer
January 11 @ 5:15 pm - 8:00 pm
Attend Event
Jeffrey Mortimer
Mortimer Consulting Group
January 11, 2023
Hogan Center, College of the Holy Cross
5:15pm – Cocktail Reception
6:15pm – Dinner and Speaker
Jeffrey Mortimer’s latest role was the Director of Investment Strategy for BNY Mellon Wealth Management. In this role, he led a team that set capital market expectations and was responsible for making asset allocation recommendations. In all, Jeff has more than 30 years of experience in the financial services industry.
Prior to that role, Jeff worked for Charles Schwab Investment Management 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 Boston, 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. Jeff also serves on the advisory board for the Stephen D. Cutler Center for Investments and Finance at Babson College.
In addition to holding a CFA charter, Jeff earned a Master of Business Administration from University of Chicago Graduate School of Business and a Bachelor of Science degree in finance from Babson College.