Kate Warne, Ph.D., CFA, joined the Edward Jones Research department in 1997. She became a principal with the firm in 2000 and a member of the Investment Policy Committee in 2003. Warne is the firm’s investment strategist, primarily serving U.S investors. She interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long-term financial goals. Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College. She earned her Chartered Financial Analyst designation in 1997.
- September 12, 2019
12:00 pm - 1:30 pm
Venue: The Charlotte City Club
Venue Phone: 704-334-3200
Venue Website: http://www.charlottecityclub.com/
Kate Warne, PhD, CFA, Edward Jones, will discuss the investment environment, including the Edward Jones outlook for the economy, interest rates and the markets. She will provide perspective on current issues and their potential impact and provide some recommendations for how investors can positition themselves for the road ahead.