Fall Financial Forum

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Speaker Bios

Session 1 – Budgeting
Presented by Jennifer Guthrie & Laura Schwartz
Session 2 – Investing
Presented by Jennifer Guthrie & Dale Cloud
Session 3 – Economic Outlook, Investment Themes and Opportunities
Presented by Jennifer Guthrie and Greg Yokum
Session 4 – Planned Giving
Presented by Jennifer Guthrie andPatrick Pacheco

Jennifer Guthrie, Wealth Manager

Professional Experience
Jennifer Guthrie has over twenty years of experience in providing private banking and wealth management services to affluent individuals and families. Jennifer is knowledgeable in all aspects of personal financial planning and has worked extensively in the banking and investment management specialties. She is experienced in coordinating between individual clients, family offices and their legal and tax advisors.

Education & Certifications
Certified Financial Planner (CFP®), 1996
Licenses: Group 1 Life and Health Insurance
FINRA Licenses: Series 6, 7 and 65
M.B.A., University of Texas at Austin, 2001
B.B.A., Texas A&M University, 1986

Laura Schwartz, Wealth Manager Analyst

Professional Experience
Laura supports an integrated team where she works with wealth managers, capital advisors, investment specialists, and fiduciary advisors to assist clients in the Central Texas market. She helps to devise customized financial strategies for existing or prospective clients, conducts research and analysis, and assists with meeting customer needs to deliver integrated financial solutions.

University of Notre Dame, BBA Finance, 2009

Dale Cloud, Investment Advisor

Professional Experience
Dale has twenty years of experience in investment consulting with both individual and High Net Worth clients. Before joining J.P. Morgan in 2008, he served as Vice President and Managing Director for First National Bank Colorado’s, Wealth Management Relationship Management Group. Prior to that, Dale worked with Well’s Fargo’s Institutional Group, covering a multiple state region for the division.

Colorado State University, B.S. Economics, 1989
FINRA Licenses: 7, 66

Greg Yokum, Investment Advisor

Professional Experience
Greg has twenty years of experience in portfolio management, investment consulting and financial services. Before joining J.P. Morgan in 2005, he served as Vice President and Senior Portfolio Manager for Bank of America’s Private Bank, now U.S Trust. Prior to that he was with Merrill Lynch.

Certifications and Affiliations
Greg has completed the Certified Investment Management Analyst (CIMA®) program under the joint auspices of the Wharton School of Business at the University of Pennsylvania and the Investment Management Consultants Association. Greg is a member of the CFA Institute and the Austin CFA Society and also serves on the Endowment Committee for Regents School of Austin.

M.B.A., Carnegie Mellon University, Asset & Wealth Management
M.A., Université de Genève, Switzerland, International Wealth Management
B.B.A., Harding University, Accounting

Patrick Pacheco, Wealth Advisor

Professional Experience
As a Wealth Advisor, Patrick advises clients in all areas of wealth planning, including meeting retirement needs, planning for their children or grandchildren’s educational needs, estate planning, managing their wealth and passing their wealth on to their family or charity. Patrick does this after first gaining a thorough understanding of his clients’ goals and priorities.

He began his career in 1992 as an attorney and joined the firm in 2007 as a Wealth Advisor. Prior to joining J.P. Morgan, Patrick was a partner with a Houston law firm where he focused on estate and business planning, probate, and estate and fiduciary litigation. Patrick is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Patrick is a frequent Continuing Legal Education speaker, a co-author of West Publishing’s Texas Practice Guide: Wills, Trusts and Estate Planning, and the Estate and Gift Taxation Editor of the State Bar of Texas, Real Estate, Probate & Trust Law Reporter.

LL.M. Tax  -  University of Houston Law Center
JD -  Southern Methodist University
MBA,  Microeconomics - University of Texas at Arlington
BS, Economics - University of Texas at Arlington

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