Broker Check

Thank You for Attending! ✰

Welcome to the informational page for our 30th Annual Client Event! We were thrilled to welcome you back to The Golf Club at Newcastle for our 2022 event, live and in-person. There was a lot in store with a delicious lunch, musical entertainment, and an educational presentation from our keynote speaker, Clinton Graham from Wellington Management. We are always eager to host this event to provide just a glimpse of how much we appreciate our clients for their continued confidence and loyalty to our team over the years.

Please feel free to email any questions or comments to

Did you miss the event? Want to re-watch your favorite moments? Share it with friends and family? Click here or on the video above to start the show! You may also click on the timestamps below to jump to that section. Please note, the video will open in a separate window on YouTube.

  • 00:00 Introduction by Paul R. Ried
  • 01:13 Keynote Speech by Clinton Graham
  • 20:58 Q&A Hosted by Tim Kimmel and Adam Jordan with Clinton Graham
  • 53:11 Q&A Review by Paul R. Ried
  • 55:48 A Special Announcement by Tim Kimmel
  • 59:29 Four Takeaways & Closing Remarks by Paul R. Ried

Take-Home Materials

Clinton Graham is a Client Portfolio Manager and Vice President at Wellington Management with a focus on equities and alternative investments. Wellington was founded in 1933 and is one of the world’s leading independent asset managers with assets under management in excess of $1 trillion. Their clients include Central Banks, Pension Funds, Endowments, Fund Sponsors and Wealth Managers.

Clinton regularly speaks to financial advisors and investors providing insights on the current state of economy both internationally and domestically.

Prior to joining Wellington, Clinton was a Vice President in Global Markets at Barclays. Before Barclays, he was an investment banker in the Private Capital Group at Lehman Brothers. He received his A.B. cum laude in Economics from Harvard and his MBA in Finance from the Wharton School at the University of Pennsylvania.

In the Boston community, he is an active Trustee of the Boston Ballet and Investment Committee member for the United Way of Massachusetts Bay and Merrimack Valley.

Guest speakers are not registered or affiliated with Cetera.

This page provides information and website links that were accurate at the time of the event, November 02, 2022 and will not be monitored for future updates. Thank you for your understanding.