Events

• Portfolios at Your Place – September 23

  September 23, 2021

  Please join us as Travis Upton, Partner, CEO and Chief Investment Officer and Alex Durbin, Portfolio Manager tackle hot topics in today’s markets and answer your financial questions.

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• CANCELLED- Business Leader Series: David Karam

  October 12, 2021

  Because of the mayor’s recent reinstatement of the mask mandate in Columbus, we have made the difficult decision to cancel this event. Stay tuned for information on future events – we very much look forward to getting back to in-person events as the situation allows.   Join us as we discuss habits of leadership excellence […]

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