Naples Office Hosting Investment Roundtables


FineMark National Bank & Trust, Naples is pleased to announce a series of Investment Roundtables to be held at CliveDaniel. Private Wealth Advisors, Dennis Landfried, Kimberly Philbin, Robert Ramsey, and David Smith will host an open forum discussion on the markets and the economy. 

FineMark’s Investment Experts Will Discuss:

  • Market Concerns
  • Asset Allocation Decisions
  • Long & Short Term Concerns in the Economy
  • What We Are Buying & What We Are Selling
  • How Much Risk You Are Taking in Your Portfolio

Guests are encouraged to come to one or all sessions. Four dates are available and seating is limited. For more information or to RSVP, contact Patty Luppy: or 239-405-6753.

Dates are:

  • Thursday, January 9
  • Monday, February 3
  • Thursday, March 6
  • Thursday, April 3