Planning for an Uncertain World: Incorporating Economic, Market, and Client-Specific Factors

Gregory Estes, CIO & Sen. Portfolio & Relationsh Mgr, Councilor, Buchanan & Mitchell, P.C.

Gregory M, Estes, CFA is the Director and Chief Investment Officer at MBI. He is a Chartered Financial Analyst® (CFA®), one of the industry’s highest distinctions in the investment management profession.

Greg has nearly 30 years of building successful client relationships, managing portfolios, developing client investment strategies, performing equity research and leading compliance-based risk management strategies. He is responsible for overseeing the wealth management goals of MBI’s high net worth clients by speaking regularly with individuals and families to cultivate relationships and by providing customized research, analysis and informed guidance aligned with their unique preferences.

His background includes developing new client relationships, presenting client investment reviews and providing advice to clients on investment policy compliance, performance and capital market outlooks.

Greg is a member of the CFA Institute and the CFA Society - Jacksonville. He earned his Master of Arts degree in Finance from the University of Florida - Gainesville.

Stephanie Anderson, CFA, CFP®, CDFA®, is a manager of financial planning and wealth management with May Barnhard Investments. She has more than 30 years of experience in the investment management and strategy consulting industries. Stephanie joined the firm because she is passionate about helping clients make smart financial decisions and confidently navigate all of life’s transitions to achieve their life goals.

Stephanie has considerable experience working with individuals, couples, and families to manage their finances in a comprehensive, holistic manner throughout their lives—from marriage, starting a family, planning for taxes, preparing for retirement, and estate advisory/legacy planning. She recently expanded her focus to assist individuals who are contemplating or engaged in a divorce. In addition to her expertise in financial planning for families, Stephanie has worked extensively with institutional clients (especially endowments and foundations) and their boards and investment committees to develop investment policy statements that guide the management and oversight of their portfolios. Further, she has honed her analytical and creative problem-solving skills during numerous engagements as a strategy consultant.

She is a member of the education committee for Collaborative Dispute Resolution Professionals.