Capital Markets

Next Meeting
RESERVE A SPOT
Date:
Thursday October 28, 2021 10:30am - 12:30pm US/Eastern
Location:
zoom
Agenda:

Serena Sneeringer | Wells Fargo Advisors 

Peter L. Horton | Vice President | Investments Fundamental Choice Portfolio Manager

Vice President – Investments and a Financial Advisor at Wells Fargo Advisors with over a decade of experience in the financial services industry.
Peter believes relationships enrich all aspects of our lives, including finances, and having deeper relationships can deliver better outcomes when it comes to planning for various life events. Therefore, developing relationships that go beyond the numbers is important to him, and he strives to achieve clarity, confidence, and structure within his clients’ finances. Being able to recognize what’s uniquely important to each client is important to him, and only then can he work closely with them through an established process to help build personalized strategies and actionable plans needed to pursue their goals. He continuously collaborates with my clients and their families, revisiting goals and risk tolerances to make any adjustments necessary. 


Peter & his wife enjoy being active in their community, serving their youth in various charities and have worked as ministers and volunteers with their church for several years. They are currently involved with the Harris School, which provides a specialized curriculum and therapeutic services for children who have difficulty in traditional educational settings.


He is a native of Fort Bend County and spends most of his time there with his family. Peter & his wife enjoy cooking together, exploring the many trails the area has to offer and traveling. He is an avid reader and having just finished his first marathon, He plans on completing his first IRONMAN in 2022. 

 

Teddy (William) Awuah | Retirement Plan Consultant, AIF® | Qualified Plan Advisors (QPA)

Teddy Awuah is a Retirement Plan Advisor for Qualified Plan Advisors (QPA).

As a fiduciary partner, Teddy’s focus is to assist clients with monitoring and tracking plan investments and provides innovative solutions to help participants become retirement-ready.

Teddy holds his Series 65 license, in addition to the Accredited Investment Fiduciary (AIF®). He has been working in the retirement industry for over 10 years. Prior to joining the QPA team, he served as the Director of Retirement Plans at Sphere Wealth Management, LLC., as well as a Senior Retirement Plan Consultant at Comerica Securities. In addition, Teddy was also a Regional Account Manager at John Hancock Retirement Plan Services.

Teddy graduated from Liberty University in Lynchburg, Virginia, earning his degree in Business Management. As a former colligate athlete, Teddy enjoys watching football, working out, playing golf, and spending time with his son who keeps him up to date with Power Ranger toys and shows.

 

Mark Hamzat O. Erogbogbo | Host | Master of Ceremonies | Organisor 

Chairman Capital Markets Special Interest Group | The FENG

Board Member | www.getmoneyforyourmission.com 

Managing Partner | www.ProsperoOG.com 

Managing Partner | www.assetbeta.com 

mark@prosperoog.com

646-389-9019

 

Description

Capital Markets

Capital Markets

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot ESG | Executive Benefits | Executive Compensation | Corporate Governance Oct 28
10:30am - 12:30pm US/Eastern
7 Not registered Free
The State of SPAC Capital Markets | Special Purpose Acquisition Companies Aug 05
4:30pm - 6:00pm US/Eastern
131 Not registered Free
Analyzing the SPAC Boom's Effect on the Technology M&A Marketplace. Jun 30
4:00pm - 5:30pm US/Eastern
300 Not registered Free
The State of Capital Markets in the Post Covid Era May 25
5:00am - 7:00am US/Central
149 Not registered Free
Jan 12
7:00am - 9:00am
0 Not registered Free
Jan 12
7:00am - 9:00am
154 Not registered Free
Oct 27, 2020
7:00am - 9:00am
137 Not registered Free
Sep 15, 2020
7:00am - 9:00am
198 Not registered Free
Jul 28, 2020
7:00am - 9:00am
239 Not registered Free
Sep 03, 2012
4:41pm - 4:41pm
0 Not registered Free
Sep 03, 2012
4:41pm - 4:41pm
0 Not registered Free
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