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Trending Investment Strategies in Volatile Markets

Join us for a timely panel discussion about trends in investing and retirement.

Does Your Investment Strategy Match The Market?

With a nod to the last decade and an eye on the next one, our Private Wealth experts discuss timely investing strategies to reach your goals in our volatile economy. Our advisors will participate in a lively panel discussion about evaluating your portfolio in our current environment, Environmental, Social, & Governance (ESG) investing, and trends in retirement plan investing and beyond.

This event is designed to appeal to long-term investors, business leaders, and others who want to learn more about the latest portfolio and retirement intelligence from First Business Bank’s Private Wealth team.

  • Date:09.13.2022
  • Time:
  • Location:

    Monona Terrace Community & Convention Center
    1 John Nolen Dr
    Madison, WI 53703

Schedule Of Events

Please be advised that promotional photographs may be taken at First Business Bank events. Your participation in this event authorizes First Business Bank to photograph you and use your image in social media, on the web, and/or in marketing materials.

  • Coffee, breakfast, and networking
  • Presentations & panel discussion

Speakers

Cymbre Van Fossen, JD, CAP®, Senior Vice President, Trust Advisor and Director of Fiduciary Services

Cymbre Van Fossen, JD, CAP®

Host | Senior Vice President, Trust Advisor and Director of Fiduciary Services of First Business Bank

Cymbre Van Fossen, JD, CAP®, is a senior trust officer serving high net worth individuals, families and not-for-profit clients. She has over 20 years of experience in trust administration, fiduciary tax, and estate planning. Cymbre leads the fiduciary risk management efforts for Private Wealth, including chairing the Trust Administrative Committee and supervising the trust litigation, fiduciary tax, compliance, and estate settlement practice areas.
Lorna "Rory" Hemp Boll, JD, MBA, CFP®

Lorna "Rory" Hemp Boll, JD, MBA, CFP®

Moderator | Vice President - Trust Advisor of First Business Bank

Lorna “Rory” Hemp Boll, JD, MBA, CFP®, joined First Business Bank's Private Wealth team in 2022 as Vice President - Trust Advisor. Prior to working at First Business Bank, Rory served as Commissioner (Chair) of the State of Wisconsin Tax Appeals Commission where she adjudicated tax cases and authored numerous legal decisions.
brad howe

Bradley Howe, CFA, CFP®

Panelist | Senior Vice President - Portfolio Manager & Director of Investments of First Business Bank

Bradley Howe joined First Business Bank's Private Wealth team in 2018 and serves as Vice President - Portfolio Manager and Investment Team Lead. In 2020 he was promoted to Senior Vice President - Portfolio Manager & Director of Investments. Brad is a Relationship Manager who works with individuals, institutions, and not-for-profit organizations in the areas of investment management, financial planning, and retirement planning.
Gary Fossum, Senior Vice President - Company Retirement Plans

Gary Fossum

Panelist | Senior Vice President - Company Retirement Plans of First Business Bank

Gary Fossum is a Relationship Manager who works with both individuals and corporations. Gary oversees the Employee Benefits for the Private Wealth team at First Business Bank, including working with both large and small businesses in the administration of their company-sponsored retirement plan.
Eric Engstrom, CIMA®, Vice President - Investment Portfolio Manager

Eric Engstrom, CIMA®

Panelist | Vice President - Investment Portfolio Manager of First Business Bank

Eric Engstrom, CIMA®, joined First Business Bank's Private Wealth team in 2022 as Vice President - Investment Portfolio Manager. An essential member of the client services team, Eric also works with Private Wealth's Investment Committee.