Welcome to the Investors Roundtable

 

The Investors Roundtable of Wilmington, located in Wilmington, NC, was organized in 1994 to provide an educational forum for the presentation and exchange of financial, economic and business information to assist private investors with the management of their individual financial assets. Investors Roundtable is not an investment club, and speakers are not making sales presentations.

The membership currently consists of approximately 125 persons in the greater Wilmington metropolitan area who have an interest in the financial markets. The organization meets nine times during the year on the first Thursday of each month (except January, July and August) at the Country Club of Landfall. Lunch is served at 12:00 noon, followed by the featured speaker, and a question and answer period ending at 1:20 p.m. Our speakers, recognized leaders in their respective fields, speak on subjects relevant to the current investment environment. Guests are welcome and encouraged at all meetings.

The Investors Roundtable is managed by the Officers and Board of Governors who are selected from among the membership. Various committees are responsible for the operation of the organization.

New members may be introduced to the association by a current member or by direct application to the Board of Governors. The membership fee (currently $170 per calendar year) covers the cost of meals and programs. New member dues are prorated after February. Revenue in excess of operating requirements supports funding for the Frank Dunne, Jr. Scholarship at the Cameron School of Business at UNCW.

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2019 Officers

Beau Cummings – President
Danielle Annechiarico – Vice President
Charles Buckland – Treasurer
Lang Craighill – Secretary
Chris Riley – Immediate Past President

2019 Governors

Lynne Baldacci
Cliff Brock
Ryan Casey
Jay McClung
Chris Tarbert

Contact Us

Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480
Roundtable477@gmail.com