"Strategic Advantage 2025:
Investment Intelligence for
Purpose-Driven Professionals"
Chris Battifarano, Chief Investment Officer, FineMark National Bank & Trust
Thursday, May 29, 2025
Join us for an insightful presentation with Chris Battifarano, Chief Investment Officer at FineMark National Bank & Trust. Designed with advisors, fundraisers, and financial professionals in mind, this presentation will explore first-quarter market highlights, key economic shifts, and strategic investment positioning for 2025—with a clear focus on how these trends can impact your clients and donors. Whether you guide philanthropic giving, manage wealth strategies, or steward donor relationships, you'll gain valuable perspective to help you better serve those who rely on your expertise.
Featuring:
Chris Battifarano
Executive Vice President
Chief Investment Officer
FineMark National Bank & Trust
Christopher T. Battifarano is a Director, Executive Vice President and Chief Investment Officer at FineMark National Bank & Trust. He has more than 20 years of experience in asset allocation and portfolio construction. Mr. Battifarano serves on the following bank committees: Asset Liability, Investment Policy, and Trust. He is responsible for the investment process and philosophy while leading the Bank’s strategic and tactical investment
recommendations. Prior to FineMark, Mr. Battifarano served as Director of Research for GenSpring Family Offices/Suntrust Bank in Jupiter, Florida, where he led the firm’s manager due diligence efforts around both alternative and traditional strategies.
Mr. Battifarano earned a Bachelor of Business Administration in Finance and Master of Business Administration with a concentration in Financial Planning from the University of Miami. He holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) charters, and he is a member of the CAIA Association and member of the CFA Society of South Florida.
Thursday, May 29, 2025
11:15 a.m. - 1:00 p.m.*
Broadway Palm Dinner Theatre
in the Royal Palm Room
Royal Palm Square
1380 Colonial Blvd
Fort Myers, FL
Agenda:
11:15 a.m. to 12:00 p.m. - Networking
12:00 - Plated Lunch begins**
12:15 p.m. -1:00 p.m. - Presentation
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.
**A vegetarian lunch option is available; please select your preference upon registering.
(Note: Upon entering the lobby, the Royal Palm Room is back to the left)
Member RSVP: No fee
Non-Member & Guest RSVP: $40
SPONSOR
