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Biweekly Wealth Management Update & Q&A
Members of the REDW Wealth Investment Committee will host a biweekly webinar to review the current market environment, financial planning topics, tax considerations, and answer questions.
Oct 28, 2020 11:30 AM
Nov 11, 2020 11:30 AM
Nov 25, 2020 11:30 AM
Dec 9, 2020 11:30 AM
Dec 23, 2020 11:30 AM
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Speakers

Paul Madrid, CFA®, CFP®, AIFA®
Principal @REDW Wealth LLC
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 trainings 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.
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, 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.