Speaker: Sonny Bowser

Fidelity Investments

Meeting date: April 11, 2019 

Presentation: “The Business Cycle and advantages of Sector Investing”

The speaker at the IRT April 2019 meeting will be Sonny Bowser, VP – Regional Planning Consultant at Fidelity Investments who will speak about the Business Cycle and the advantages of Sector Investing. 

Sonny Bowser is Vice President/Regional Planning Consultant in his 14th year with Fidelity. In his time with Fidelity, Sonny has had multiple responsibilities as he started with the firm as a Stock/Bond/Mutual Fund trader for all their retail clients. In the past 11 years he has spent time as a Financial Consultant advising over 300 households and helping them with their wealth and family legacy planning to more recently in the past 8 years traveling on a regular basis to Boston to spend time with Fidelity Mutual Fund Managers as well as their Money Management and Asset Allocation Research Teams. He is responsible for ensuring that Fidelity’s Financial Consultants in The Triangle are fully aware of and coached on these topics to better help our clients.

Sonny was born and raised a Buckeye but considers himself a Southerner for life now. When not with his wife of 15 years, Jen, or at his daughters Sydney and Penelope’s dance or swim events, you will find him on his home golf course in Holly Springs or watching a Liverpool soccer game.

IRT is an educational forum for the presentation and exchange of financial, economic and business information to assist private investors in the management of their individual financial assets.  IRT is not an “investment club” and speakers are not making sales presentations.  Monthly meetings (9 per year) are held at the Country Club of Landfall.  Lunch is served at noon, followed by the featured speaker and a question-and-answer period ending by 1:30pm. Our presenters, recognized leaders in their respective fields, speak on subjects relevant to the current investment and economic environment.  New members and guests are welcome and encouraged at all meetings.  If you would like to attend, please contact us at roundtable477@gmail.com at least one week before the meeting.

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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