SOUTHERN DELAWARE ESTATE PLANNING COUNCIL

Thank you to our January Meeting Sponsor- BNY Wealth

 The "Market and Financial Update" presented by Andrew Tepper will provide an in-depth overview of the key forces that shaped global equity markets in 2025 and share his outlook for 2026. He will also discuss current investment trends across the industry, with special attention to strategies tailored for investors in the highest tax bracket.

Bio:

Andrew Tepper is the BNY Wealth Regional Director of Portfolio Management for the Mid-Atlantic region which covers Pennsylvania, New Jersey, Delaware, Maryland, DC and Virginia. In this role, he provides investment advice to ultra high net worth families and family offices that typically have highly complex investment, banking and planning needs.

Andrew joined the firm in 2008 and has more than 30 years of financial industry experience. Andrew begain his career with Klehr Harrison, a Philadelphia based law firm. Prior to his current role, he served as vice president for Neuberger Berman's private asset management group where he sourced new business, created and implemented investment strategy and was the primary point of contact for all client-related issues. During the 1990s, Andrew was vice president at an investment bank firm that specialized in raising institutional capital for small cap public companies.