Investors Roundtable hosts: Richard Leib

1550 Landfall Drive,Wilmington NC 28405

03 March, 2022

Description

Richard Leib, Regional Director Fidelity Investments, will speak about the topic of Behavioral Finance Rick Leib is a regional director at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Leib is responsible for supporting financial Advisors that clear or custody through Fidelity platforms with a focus on distribution of product and portfolio construction solutions in North Carolina, South Carolina, Coastal Georgia, and the east coast of Florida. Prior to joining Fidelity in 2010, Mr. Leib was regional vice president at Gabelli Asset Management. He has been in the financial industry since 2002. Mr. Leib earned his bachelor of business administration degree in finance and management from the University of Miami. He is a Certified Investment Management Analyst (CIMA) and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 registrations, as well as his life and health insurance licenses in North Carolina. FAQsHow do I register?  Just click on the "Register" button on the event website to indicate the number in your party.  (The "Attend Event" button on the invitation email will take you to event website)  Do I need to register if I'm attending as a guest?  Yes, all attendees must register prior to event Is there a fee if I'm not a member?  Yes, an individual may attend once annually as a guest for a fee of $25.  UNCW students, accompanied by an Investors Roundtable member, have a special Student Guest fee of $10.  These fees are payable at welcome table. How do I become a member?  Please complete application: http://investors-roundtable.com/application/ How do I contact the organizer with any questions? On the event website you may contact the I.R. Board via the "Contact" link at bottom of screen.