Senior Vice President, Director of Client Services
Wright Investors Service
Mr. Soper has more than 30 years of experience in wealth management focusing on client service, business development and portfolio management. Mr. Soper serves bank trust departments, institutions, financial advisors, and private clients. He is an adjunct professor teaching classes in finance and investment management. He received an MBA in Finance and a BS degree in Marketing and Economics from the University of Bridgeport. Mr. Soper is a CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, Certified Trust and Fiduciary Advisor, Certified Retirement Counselor®. Recently, Mr. Soper published his first book, Fields of Joy: A Lesson in the Power of Giving.
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Monday, December 12, 2022
2:00 PM – 3:00 PM PDT