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"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. 

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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

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Registration

Please take a moment to fill out the form then hit

"Submit Registration"

**If you are registering as a non-member or for a guest, submit your registration and then click the payment button.

Registration Type
Lunch Selection
After clicking the BLUE Submit Registration button, click on the green Payment button below if you are registering as a guest or non-member to complete the payment. 

Planned Giving Council of Lee County, Inc.

4600 Summerlin Road Suite C2-478

Fort Myers, FL 33919

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