Chief Equity Strategist, Senior Portfolio Manager, Nuveen Asset Management
Topic: 2019 Investment Outlook
Bob Doll is Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management. Bob manages the Large Cap Equity Series, consisting of nine strategies.
Prior to joining Nuveen Asset Management in 2012, Bob held similar roles at other large asset management firms, including serving as Chief Equity Strategist at Blackrock, President and Chief Investment Officer of Merrill Lynch Investment Managers (MLIM) and Chief Investment Officer of OppenheimerFunds, Inc.
He has 35 years of portfolio management experience, received a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Chartered Financial Analyst. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets.
VP of Complex Gift Strategies
National Christian Foundation
Topic: Legacy by Design
Jeanne McMains has been a practicing attorney in the areas of estate planning, business succession and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals.
Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group and Ronald Blue & Company. She is also a speaker for numerous charitable organizations including: Alliance Defending Freedom, Biola University, Christian Legal Society, Christian Medical Dental Association, Compassion International, Generous Giving, Focus on the Family, Kingdom Advisors, Pepperdine University and Young Life.
Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction (summa cum laude equivalent) honors.
CFP®, CFS, CEBS, EA
CEO & Coach, Revelation & Restoration
Topic: Panel Facilitator - Through the Looking Glass
Author of FAMILYnomics – Associate Business Consultant of Jambalaya Group. Kristine has a passion for helping others effectively align their resources with their mission and maximize the impact of their assets for their family, future generations and the world around them.
She has more than 25 years of professional experience in the areas of wealth planning, estate settlement assistance, personal finance, investments, insurance and tax planning. She volunteers in her community as a board member for the National Christian Foundation of Tampa Bay, Past President of the Partnership for Philanthropic Planning of Tampa Bay, Past President of Kiwanis Club of Seminole Breakfast, member of the Pinellas County Estate Planning Council and as a member of Kingdom Advisors.
Kris has written several articles and books, including FAMILYnomics. Outside the office, Kris enjoys long distance running, cycling, reading, traveling, and spending time with her husband, Bob, their three daughters, six grandchildren and all the rest of her family and friends.
William, Bill Wolf
President and CEO
Topic: Through the Looking Glass Panel
Bill Wolf has over 30 years experience in the construction, renovation and service fields. He is experienced in all types of residential and commercial construction as well as building, plumbing, mechanical and electrical systems, LP and natural gas. Bill is self-motivated with an expectation of high standards for himself and others.
Bill was formally the President/Owner of Midway Services, Inc. a diversified home services company in Clearwater, FL. that he recently sold to a nationwide provider Service Experts.
Bill is currently the President/CEO of Think1Corp, LLC and oversees the operations of Think Construction Services, LLC and Think Utility Services, Inc. These companies provide interior renovation and sub-metering services to the multi-family real estate sector.
Bill serves on the board of Gulf Coast Community Church and he and his wife Gail have six children and ten grandchildren and reside in Largo, FL.
Robert, Bob Curtis
Real Estate Developer, Entrepreneur, and Serial Investor
Topic: Through the Looking Glass Panel
Bob Curtis has been a real estate developer, entrepreneur and energy investor both domestically and internationally for the last 30 years, serving as owner, manager and officer of multiple companies. His present and past businesses include: real estate development and management, energy production and distribution, restaurant and hospitality, senior housing, mini storage, hotel, hedge fund, franchise/retail, and banking.
Bob currently serves as a board member and audit committee chair for Grenada Electric Services Ltd., a publicly traded company (Eastern Caribbean Stock Exchange) providing power to the islands of Grenada, Carriacou and Petite Martinique. He also serves as a trustee for Covenant College and Reformed Theological Seminary.
Bob is a graduate of the University of Virginia with a B.S. in Commerce and is a ruling elder in the Presbyterian Church in America(PCA). He and his wife Laurie have five children and reside in Tampa Florida.