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Upcoming Events

    • April 18, 2024
    • 4:30 PM - 6:30 PM
    • Rookwood Exchange - 2nd Floor, 3825 Edwards Rd, Cincinnati, OH 45209

    FX & Wine

    Greg Gregory, Managing Director

    Wine Relationship Ambassador, SVB 

    Andrew Rossillon, Vice President

    Foreign Exchange Advisor, SVB  

    That Silicon Valley Bank? Yes, SVB!

    Join Greg (25 years of experience in the wine industry) and Andrew (20 years of experience in banking and over 10 in Foreign Exchange) to sample some wine and talk FX including how it impacts the US wine industry. 

    Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, is the premier commercial bank for emerging, growth, and mature companies in the technology, life science, venture capital, private equity, and premium wine industries. Its Wine Division specializes in commercial banking for premium wineries and vineyards and the industries that support them. SVB has the largest team of commercial bankers dedicated to the wine industry of any bank nationwide.

    Thursday, April 18

    4:30PM - 6:30PM

    Pending approval for 1.2 CTP Recertification credits by the Association for Financial Professionals (AFP).

    Please share this SWOAFP Event with your friends and colleagues. Guests are encouraged to register and attend our monthly meetings ($50.00 fee).


    Upcoming SWOAFP meetings:

    May 16, 2024: End of year dinner & officer election at Seasons 52


    • May 16, 2024
    • 4:30 PM - 7:00 PM
    • 3819 Edwards Rd, Cincinnati, OH 45209

    Year End Dinner Meeting & SWOAFP Board Election @ Seasons 52

    Thursday, May 16, 2024

    4:30pm - 7:00pm

    ATTENTION SWOAFP MEMBERS! Please note the change of date and venue for our last meeting of the 2023-2024 year.

    Because this is the also the Annual Board Election, we ask that Members make their best efforts to attend, so that we all can participate in determining the future success of the organization. 

    We also encourage members to invite friends and colleagues that might become future SWOAFP members. Because this is the final event, we will keep the non-member guest fee at the standard $50 rate.


    We hope you have enjoyed the 2023/2024 SWOAFP season!

    Stay tuned for more information about the upcoming calendar of Events for the 2024/2025 season.


The SWOAFP would like to thank our 2023/2024 Sponsors for their generous support!

Southwest Ohio Association for Financial  Professionals

P.O. Box 45

Cincinnati, OH  45201-0045

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Southwest Ohio Association for Financial Professionals

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