CPE: 1.5 hours
Level: Basic
Prerequisites: None

The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

E. Everett Peroni, CFA Senior Vice President Senior Wealth Advisor

Everett has worked in investments and wealth management for more than a decade and has been with Wilmington Trust since 2014. Earlier in his career, he spent five years working as an equity analyst on a variety of funds at Advisors Asset Management. In this role, he was responsible for identifying investment opportunities, developing strategic marketing plans, and monitoring economic data. Additionally, he was instrumental in initiating a high dividend yielding portfolio for investors seeking yield in a low-rate environment

Brian P. Barry, CIMA® Managing Director Senior Wealth Investment Advisor

Brian has over 20 years of experience in the financial services industry. Prior to joining Wilmington Trust, he was a director and portfolio manager at ARS Investment Partners, LLC in New York. Previously, he held several investment positions at Bank of America, including portfolio manager at U.S. Trust Private Wealth Management, investment specialist in the bank’s Investment Products and Consulting Services Group, and analyst in the Investment Banking division