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REDW Wealth Webinar Series with Q&A
Members of the REDW Wealth Investment Committee will host a monthly webinar to review the current market environment, financial planning topics, tax considerations, and answer questions.
Feb 1, 2023 11:30 AM
Mar 1, 2023 11:30 AM
Apr 5, 2023 11:30 AM
May 3, 2023 11:30 AM
Jun 7, 2023 11:30 AM
Jul 5, 2023 11:30 AM
Aug 2, 2023 11:30 AM
Sep 6, 2023 11:30 AM
Oct 4, 2023 11:30 AM
Nov 1, 2023 11:30 AM
Dec 6, 2023 11:30 AM
Jan 3, 2024 11:30 AM
Feb 7, 2024 11:30 AM
Mar 6, 2024 11:30 AM
Apr 3, 2024 11:30 AM
May 1, 2024 11:30 AM
Jun 5, 2024 11:30 AM
Jul 3, 2024 11:30 AM
Aug 7, 2024 11:30 AM
Sep 4, 2024 11:30 AM
Oct 2, 2024 11:30 AM
Nov 6, 2024 11:30 AM
Dec 4, 2024 11:30 AM
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Daniel Yu, CFA®, AIF®
Chief Investment Officer @REDW Wealth LLC
Daniel joined REDW Wealth in 2013 following 18 years of investment experience. He served as a research director for 13 years at a national investment firm where his duties included investment management, client services and portfolio construction. Daniel also has experience as a credit analyst specializing in fixed income securities analysis. As Chief Investment Officer, Daniel is a voting member and Chair of the REDW Wealth Investment Committee. He leads the research team and is responsible for the overall investment process including investment analysis, research, portfolio management, and asset allocation.
Robert Elzholz, CFP®, CRPC®, AIF®, AAMS
Senior Investment Manager @REDW Wealth LLC
Robert has more than 15 years of experience developing and customizing financial, estate and income planning solutions for a variety of clients, including private and public companies, Native American tribes, family-owned businesses, and individuals. In his role as Senior Investment Manager in REDW Wealth’s Phoenix office, he is responsible for overseeing the firm’s financial services offerings in the Phoenix market and providing local clients with the highest level of personal and attentive service.
Robert Papelian CFA®, CMT, CFP®
Co-Chief Investment Officer and Senior Wealth Advisor @REDW Wealth
In 2021, Rob joined his Phoenix-based wealth advisory firm, Phoenician Wealth Management, with REDW Wealth, bringing more than 10 years of experience in the financial services industry. He has worked with individuals and small businesses to develop customized portfolio strategies, including those involving derivatives and transactions abroad on foreign exchanges. Rob acts as a wealth advisor to his clients by providing financial planning and investment management advice, and as the firm’s Co-Chief Investment Officer, his activities include research and investment analysis.
Christine Papelian, CFP®, CWS®, CDFA®
Senior Financial Planning Manager @REDW Wealth
Over the past 10 years, Christine has embraced the world of wealth management, whether she is helping high-net-worth households protect their assets and maximize their net worth, or serving as a trusted financial advisor to those navigating divorce – or even advising farmers on how best to hedge their crops. As a Senior Financial Planning Manager, Christine develops thorough and comprehensive financial plans with actionable recommendations, coordinating with a client’s tax advisors and estate attorneys as needed to ensure a consistent approach.
Paul Madrid, CFA®, CFP®, AIFA®
Principal, Wealth Management Practice Leader @REDW
Paul has been committed to providing adept, attentive service to his clients since joining REDW Wealth in 2008. His experience ranges from working with individual clients to large institutions. Paul acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and training on investments and fiduciary responsibilities. In addition, Paul’s activities include research, investment analysis, portfolio management, providing client service, and conducting seminars. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.
Ross Nettles, CPA, CFP®, MBA, AIF®
Senior Tax & Investment Manager @REDW
Since joining REDW Wealth in 2016 as an experienced investment analyst, researcher and portfolio manager, Ross’ role has expanded to include Tax and Investment Management. In addition to portfolio analysis and recommendations, Ross prepares and verifies investment reports and assists clients and trusts with tax planning. He has also assisted in the analysis of Limited Partner Agreements, Investment Policy Statements and Investment Manager reports to ascertain their accuracy and compliance.