Welcome to this special edition of the On the Right Side of the Market Podcast, I’m Mark Scheffler, Senior Vice President for Wealth with Johnson Financial Group.
We announced Appleton Group’s merger with Johnson Financial Group almost 2 months ago, and the integration has been even smoother than expected. Over the past two months we’ve integrated all of our IT systems, all of our trading and strategy management systems, email, phones, and many more behind the scenes operational systems that continue to help us run efficiently.
And behind all of this work are some incredibly talented people and I’m excited to introduce you to one of them today. Brian Andrew is the Executive Vice President of Wealth and Chief Investment Officer for Johnson Financial Group. Brian, welcome to our podcast.
Mark Scheffler, AIF® and Senior VP of Wealth for Johnson Financial Group hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Click here to view our current ADV disclosure document.
