Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Property tax cases | Jonathan T. Brollier, Partner, Bricker & Eckler, Tess G. Tannehill, Esquire, Associate, Bricker & Eckler, LLP | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Understanding the current market, diversification and investment policy statements | Brian J. Edwards, Executive Director, The Edwards Group at Morgan Stanley, Mark Poulin, Vice President, The Edwards Group at Morgan Stanley, Nicole T. Edwards, Vice President, The Edwards Group at Morgan Stanley | 1 | View |
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8805
Jon is a partner in Bricker & Eckler's Litigation group. He represents hospitals, municipalities, businesses and individuals before courts and administrative boards throughout the state. He represents school districts before county boards of revision, the Ohio Board of Tax Appeals and the Supreme Court of Ohio.
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2347
Tess Tannehill is an Associate in the Columbus office of the law firm of Bricker & Eckler LLP. Tess's practice focuses on representing school districts in real property tax valuation disputes before county boards of revision, the Ohio Board of Tax Appeals, and the Ohio Supreme Court. Tess advises schools districts, hospitals, universities, foundations, and other charitable organizations seeking to obtain exemption from real property taxation. Tess also advises hospitals, individuals, families, and fiduciaries on estate planning, estate administration, trust administration, and guardianship matters.
[email protected]
4449 Easton Way
Suite 300
Columbus, OH 43219
Phone: (614) 473-2401
Brian Edwards has been with Morgan Stanley and its predecessor firms for his entire career, dating back to 1989. The success of his practice facilitated the formation of The Edwards Group at Morgan Stanley. Brian is an Executive Director of Wealth Management, a Senior Investment Management Consultant, Professional Alliance Group Director, and a Corporate Client Group Director. He has been a member of Morgan Stanley’s President’s Council or Chairman’s Council since 1996. Brian has been recognized by Barron’s Magazine as one of the country’s top Financial Advisors in 2011, 2012, 2014, & 2015 and The Financial Times as one of the country’s top Financial Advisors in 2014, 2015, & 2016. Brian is a member of the Investment Management Consultants Association, the Association of Professional Investment Consultants, New Albany Country Club, St. Edward Church, Granville Chamber of Commerce, and The United Way. Brian graduated from Benedictine High School and holds a BA degree from Kenyon College in Economics and the Certified Investment Management Analyst® designation from the University of Pennsylvania’s Wharton School of Business.
[email protected]
4449 Easton Way
Suite 300
Columbus, OH 43219
Phone: (614) 473-2454
Mark Poulin brings to The Edwards Group an extensive experience working with 401(k)s, Profit Sharing, and Defined Benefit Plans. He also provides retirement planning for individuals and families looking to implement goal based strategies. Mark has held senior leadership roles at Aegon, Merrill Lynch, and ING. He graduated from Franklin University with a BA degree in Finance and later returned to receive his MBA in Business Management. Mark continues to expand his retirement expertise by attaining his Certified Retirement Plans Specialist designation and his Certified Retirement Planning Consultant designation.
[email protected]
4449 Easton Way
Suite 300
Columbus, OH 43219
Phone: (614) 473-2401
Nicole Edwards joined her brother, Brian Edwards, at Morgan Stanley and its predecessor firms in January, 1999. Her primary responsibilities currently include operational and financial planning oversight, fixed income strategies for clients, and client communication. Nicole’s additional focus on manager research, asset allocation, and portfolio design occurred as a natural outgrowth of her analytical personality. She currently has the distinction of being a Senior Investment Management Consultant/Financial Advisor and a Financial Planning Specialist. Prior to coming to Morgan Stanley, Nicole spent 14 years at United Parcel Service (UPS) in a variety of operational and managerial positions. She received her BA from University of Tampa in English and her MA degree from Vanderbilt University in American Literature.