Portfolio Strategy Event in
Nashville, TN
Learn How SAM’s Active Management Approach Helps Families Build Wealth
Join us February 24th in Nashville, TN for an in-person portfolio strategy event, a timely opportunity at the beginning of the year to review your portfolio, ensure you’re positioned appropriately, and prepare for potential market shifts in the months ahead, all while enjoying a complimentary lunch.
Hear directly from the Stansberry Asset Management team as they discuss:
The key forces shaping today’s markets and how we are positioning portfolios in response
How SAM’s active investment strategies are built for growth, income, and downside protection
Why proactive financial planning matters especially in an unpredictable environment
How SAM helps clients align their strategy with long-term goals through informed decision-making
Event Details:
Date: Tuesday, February 24, 2026
Time: 12:00 pm – 2:00 pm
Location: Hotel Fraye Nashville – Gathre
1810 Broadway, Nashville, TN
Enjoy a complimentary lunch!
Whether you’re already working with us or simply curious about how SAM could support your financial goals, this is your chance to meet the team and hear how our active approach shapes the way we invest.
Seats are limited — reserve your spot today.
Complete the form to register!
Presenters
Rick Kennedy, Senior Vice President of Business Development
Rick serves as Senior Vice President at SAM, bringing over 31 years of experience in the wealth management industry. Throughout his career, he has specialized in advising ultra-high-net-worth clients, always serving in a fiduciary capacity focused on trust and long-term value.
Before joining SAM, Rick spent 23 years as a Senior Vice President at one of the nation’s largest money management firms, where he earned numerous awards for excellence in business development and client growth. Earlier in his career, he founded and managed his own asset management firm and also held leadership roles at Dean Witter, Charles Schwab, and BMO Harris Bank, overseeing relationship management for the firm’s most prominent clients.
Rick began his professional journey in sports, playing football at the professional level before a career-ending injury led him to transition into financial services.
Rick holds a degree in Finance and Psychology from the University of Iowa, where he was a two-sport collegiate athlete in football and baseball. He currently resides in Chicago with his wife and two daughters and is a highly competitive endurance athlete.
Mario Valente, Deputy Chief Investment Officer, Portfolio Manager
Mario is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management (SAM). He is responsible for sourcing and monitoring positions across the firm’s strategies, while also serving as a principal spokesperson for the team’s investment philosophy with clients.
Prior to joining SAM, Mario was the Director of Investment Grade Research at Zazove Associates, a multi-billion dollar investment firm specializing in convertible securities management. He was previously a Senior Credit Analyst at Sandelman Partners, a multi-strategy hedge fund focused on fixed income relative-value investing. Mario started his buy-side asset management career with Citadel in 2001, where he was one of the first credit research analysts hired into the Convertible Arbitrage group.
Mario holds a BA from Stanford University where he majored in Economics. He has also completed graduate-level coursework in Statistics & Data Science at The Massachusetts Institute of Technology. Mario earned the Chartered Financial Analyst (CFA) charter in 2011 and currently serves on the Board for the CFA Society of San Francisco.
What We Do
SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you’re seeking an investment manager who shares your philosophy, you don’t have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.
Schedule a Complimentary Portfolio Review
When was the last time someone reviewed your financial plan?
Schedule a call with us to review your current investment strategy and discover how our personalized approach can help safeguard and grow your wealth.