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Financial experts to address senior men

Published 3:53 pm, Thursday, October 17, 2013
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Richard Rebori and Frank Sisti will address the Senior Men's Club of New Canaan in Morrill Hall at St. Mark's Church at Friday, Oct. 25, about the Federal Reserve's continuing impact on both the financial markets and the economy.

Living in a Fed-dominated world, the economy and the markets continue to be defined by a wide gap between economic and market progress.

The gap has been created courtesy of policy measures of the Federal Reserve and other major central banks throughout the globe.

Trillions of dollars have been and continue to be pumped into the financial system after the financial crisis in 2008. While the initial pool of free money was necessary to stem the major financial de-leveraging event that took place, the subsequent injections of liquidity have been called into question as to their effectiveness in dealing with large structural economic issues.

Rebori is chief investment officer with Clarfeld Wealth Strategists and Financial Confidantes. Headquartered in Westchester, with offices in New York City and London, Clarfeld is a wealth management firm and multi-family office providing financial planning, tax expertise and investment management services.

Rebori's primary responsibilities include directing the firm's overall macro-economic and tactical asset allocation strategy, researching and evaluating managers for inclusion on the investment platform, investment communications, as well as interfacing with clients on complex investment issues. He outlines the firm's quarterly and interim economic and investment outlook reports and position papers.

Prior to joining Clarfeld, Rebori worked at Brown Brothers Harriman as a portfolio manager and product manager in the firm's institutional fixed income group. He holds the chartered financial analyst designation and graduated from the University of Notre Dame with a Bachelor of Business Administration in finance.

Sisti is a managing director with Clarfeld. He handles all aspects of personal financial planning, investment advice and portfolio management for high net-worth individuals. Sisti is an accredited trainer, teaching accountants and financial services professionals to do financial planning and asset allocation.

He has been actively engaged in financial planning, individual tax and investment advisory services since 1992. He is a certified financial planner and holds a Bachelor of Science in finance from West Virginia University in Morgantown.

The Senior Men's Club of New Canaan is open for new members. Applicants are welcome to attend the meeting or visit www.smcnc.org for information or call Membership Chairman Jerry Transue at 203-966-6050.