Portfolios at Your Place – March 25

March 25, 2021
4:00-5:00pm

Abundance for the Long Run

Join Portfolio Manager Alex Durbin Thursday, March 25 at 4PM as he takes a deep dive into the philosophy and process behind the Abundance portfolio, a strategy designed for clients with aspirational objectives and who are interested in long-term wealth creation.

Alex Durbin, CFA
Portfolio Manager

Alex Durbin, CFA uses his investment savvy, communication ability, and love for people as Portfolio Manager, assisting the Investment Committee with construction of The Joseph Group’s objective-based portfolios.

Alex received a BA in Finance from Cedarville University and was awarded a M.A in Financial Economics from Ohio University. His career has spanned both individual and institutional asset management. Most recently, Alex spent four years at the Ohio School Employees Retirement System where he managed the global equity portfolio and was a member of the organization’s investment committee.

He and his wife Cynthia live in Johnstown and have two boys – Thomas and Dallas. They are members of Jersey Baptist Church in Pataskala. Alex loves being with his family and spending time outdoors hiking, running, and skiing. When not outside or busy with his sons, Alex enjoys cooking ethnic foods, listening to oldies, or reading on a variety of topics including history, business, theology, and philosophy.

Location

Zoom,
Columbus, OH 43215