The Joseph Group

Portfolios at Your Place – June 17

June 17, 2021
4:00-5:00pm

Home Grown: Blueprints for Building Wealth

 

Join Portfolio Manager Alex Durbin Thursday, June 17 at 4PM as he discusses the Home Grown strategy, a unique portfolio of individual stocks with an Ohio twist, and one of our strategies designed for clients with aspirational objectives and who are interested in long-term wealth creation.

Learn more about how we build this portfolio and opportunities we’re finding in the current environment.

 

Alex Durbin, CFA
Portfolio Manager

Alex always loved markets. He remembers leafing through the Columbus Dispatch Business Section in elementary school looking at stock tables. The concept of returns on capital when, to that point in his life, all his returns had been on labor, was fascinating to him. He never really looked back.

Alex received a BA in Finance from Cedarville University and was awarded a M.A. in Financial Economics from Ohio University. He worked for Edward Jones out of college, moved to Huntington Bank for several years, and most recently spent four years at the Ohio Schools Employee Retirement System where he managed OHSERS’ global equity portfolio.

He lives in Johnstown with his wife, Cynthia, and sons Thomas and Dallas. He enjoys spending time with family, being outdoors, and reading history and theology.

 

Location

Zoom,
Columbus, OH 43215