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Q1 2024 – Quarterly Market Update

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Our Chief Investment Officer, Nathan Davis, CFA, CFP®, reviews what impacted markets last quarter, how our portfolios responded, and discusses some possibilities for markets and our economy in the near future.

  • What impacted markets last quarter
  • How our portfolios responded
  • Discusses some possibilities for markets and our economy in the near future

Webinar Speakers:

Nathan Davis, CFA, CFP®

Chief Investment Officer
Nathan Davis, ​​CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.

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