Computerized Investing Special Interest Group - CI SIG

No set schedule
Any meeting will be online
Paul Grems Duncan send email or call 703-509-5332

CI SIG Coming Events

Maryland Investment Special Interest Group - MISIG

Monthly Meetings, on the third Thursday of each month, except August and December
Online Webinar
7:00 p.m. to 8:30 p.m.
Thursday, February 25, 2021 (Note that this is the 4th Thursday)
Phil Weiss from Apprise Wealth Management, Inc.
Looking Back at 2020 and Looking Forward to 2021: Some Guidelines from Behavioral Finance

Phil will discuss how investors can understand investing in the stock market aided by lessons in behavioral finance.

Phil Weiss is a CFA charter holder and a CPA with extensive financial and client services experience in equity research and portfolio management. He is the Principal of Apprise Wealth Management, a fee-only registered investment adviser focused on providing comprehensive financial planning, investment management services and financial education. Primarily while working as a senior analyst for Argus Research, Phil has served as a featured media spokesperson on networks such as CNBC and Bloomberg. Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting; he also attended Duke University for three years where he was a Psychology major.

Zoom link can be found at Montgomery County Public Library Events

Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Gene Burrell
  • Sondra Katz
  • Vas Madhava
  • Bill Price
  • Anish Sikri
  • Mike Stewart

Contact Information

General Information
incl. Questions about


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