2023 KTY January Economic Update

With more than 30 years of experience in the trust and investment management industry, Matt Finn currently serves as the Senior Managing Director, Portfolio Construction and Manager Research, at 1834, a division of Old National Bank. In that role he is responsible for the company’s economic outlook, asset allocation guidance and portfolio management. He also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute®.

Matt earned his Bachelor of Science degree in economics from the University of Missouri and is a graduate of the American Bankers Association (ABA) National Trust School and ABA National Graduate Trust School at Northwestern University.

Jack is Senior Portfolio Manager and Partner at Todd Asset Management, LLC, Louisville. He is an active member of the Louisville Society of Financial Analysts, the CFA Institute, and a board member of the Kentucky Association for Corporate Growth. He joined Todd Investment Advisors in 2002 as a member of the equity management team and holds a Chartered Financial Analyst designation (1999). Jack started his investment career in New York, working for Metropolitan Life Insurance Company as an equity analyst until 1987, and then as an equity strategist at Smith Barney until 1994. Prior to his current position, Jack was Senior Managing Director and served as Director of Research and Director of Equity Strategy for Wachovia Securities in Charlotte. A native of Long Island, New York, Jack received his BS in Finance from Boston College in 1982 and MBA from Baruch College in 1988.