Investment Policy Statements for Trusts (Dinner Presentation)
Sponsored by:
Alex F. Bahamonde, CTFA, is Managing Director & Senior Trust Officer of Fiduciary Trust. Prior to joining Fiduciary Trust in June 1998, Mr. Bahamonde held various positions within the tax, estate and personal trust administration departments at Northern Trust Bank of Florida. He earned his bachelor's degree in Business Administration from Florida International University and a Master's Degree in Finance from Barry University. Mr. Bahamonde is a graduate of the Florida Bankers Association Graduate Trust School and the American Bankers Association National Graduate Trust School and has his Certified Trust and Financial Advisor (CTFA) designation. Mr. Bahamonde is currently completing studies for the Certified Financial Planner (CFP) designation.
