January 21, 2010

Portfolio Investment Panel

~ DATE/PLACE ~

January 21, 2010 ~ ABQ Country Club

~ TOPIC ~

“Q & A on Financial Markets”

~ MEETING HOST ~

Zia Trust

M Joni K. Pierce, C.F.A. – Regional Investment Manager, New Mexico. Joni joined Wells Fargo in 2006.  Joni focuses on managing investment portfolios for high net worth clients.  Prior to joining Wells Fargo, Joni worked at a major financial firm for seven years.  She has been in the financial services industry for more than twenty years.  Her professional affiliations include CFA Society of New Mexico Member and Past President. CFA Institute, Member and Presidents Council Representative for South Central U.S., Latin & South American Region, New Mexico Estate Planning Council Member and Santa Fe Estate Planning Council Member.  Joni earned her M.A. Business Administration and her B.S. Business Administration from University of Nebraska.

Jerry D. Sais Jr., Vice President & Senior Portfolio Manager – Jerry is responsible for designing, implementing and managing investment portfolios for personal trust and institutional clients.  Jerry is a Certified Financial Analyst (CFA), Certified Public Accountant (CPA) and Accredited Investment Fiduciary Analyst (AIFA). Jerry is a graduate of New Mexico State University with a Bachelor of Business Administration, majoring in Finance.  His experience includes positions as an Accounting Supervisor, Investment Advisory Analyst and Chief Investment Officer. He is a board member of the St. Pius X High School Foundation, Ronald McDonald House Charities of New Mexico and a member of the Public Awareness Committee for the CFA Society of New Mexico.

Steve Hall, Senior Portfolio Manager U.S. Trust Bank of America Private Wealth Management – Steve has thirty years investment management experience. He is a Chartered Financial Analyst Charter Holder, Certified Public Accountant and a Certified Financial Planner.  Steve has his undergraduate degree in finance from the University of Colorado, Boulder, and a Masters degree in accounting and financial management from the Keller Graduate School of Management in Chicago.