Broker Check

Thank You for Attending! ☺

Welcome to the informational page for our 31st Annual Client Event! We brought the fun back to The Golf Club at Newcastle for our 2023 event, live and in-person. This was our capstone event for our NEW Client Education Series and featured a delicious lunch, musical entertainment, as well as an educational presentation from our keynote speaker, Lewis Ratti. We are thrilled to host this event every year to let you know how much we appreciate you, our clients, and your trust in us through the changing seasons of life and the economy.

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
  • 02:39 Keynote Speech by Lewis Ratti
  • 51:24 Q&A with Lewis Ratti
  • 1:04:08 Elaborating on Key Points by Paul R. Ried
  • 1:08:02 Takeaways & Action Plan by Paul R. Ried

Take-Home Materials

Lewis Ratti is a Senior Investment Director for Hartford Funds. He is responsible for communicating Hartford’s multi-asset outlook and asset-allocation views as well as articulating the firm’s equity and fixed-income strategies to clients at national conferences throughout the United States. Additionally, Lewis provides product education, thought-leadership, and impartial analysis for Hartford Funds.

Lewis joined the organization in 2017. Prior to joining the company, he worked for PNC Asset Management as a manager research analyst, responsible for the selection and due diligence of recommended investment managers on the firm’s research platforms. Prior to working for PNC, Lewis held similar roles at The Bank of New York Mellon and SEI Investments. Lewis is a registered representative of Hartford Funds Distributors and is FINRA Series 7, 63, and 65 registered.

Originally from Levittown, Pennsylvania, Lewis attended Bloomsburg University, where he received a bachelor’s degree in Business Economics, and The Pennsylvania State University, where he received a master’s degree in Business Administration with a concentration in Finance. He currently lives in Wynnewood, Pennsylvania, with his wife, Leah, and their children, Miles and Evelyn.

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, October 25, 2023, and will not be monitored for future updates. Thank you for your understanding.