Stiles Financial's 4th-Annual
Market & Economic Outlook
Friday, February 5, 2021
11:30 a.m.-1 p.m.
Please join us virtually as we review what occurred in
global and U.S. economies and markets during 2020 and discuss the key factors that will drive outcomes in 2021.
We are proud to present a
panel of specialist speakers to share
their opinions on topics including:
- Equity and bond market forecast
- The outlook for the economy
- The impact COVID may have on the next 12 months
- The Fed and its impact
- Interest rate and Inflation expectations
- Possible benefits or risks that could emerge as a result of the new administration
Featured Speakers:
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Paul Tichy, AIF®, MBA
Panel Moderator
Stiles Financial
Investment Research Analyst/Associate Portfolio Manager
With over 30 years of experience in the Financial Services and Asset Management industries, Paul has provided planning and investment advice for high net worth individuals and their families. He has also provided advice to multi-million dollar money managers and institutional investors helping them clarify investment objectives and implement portfolio strategies.
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Richard A. Brink, CRPC®
Alliance Bernstein
Market Strategist - Client Group
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Richard A. Brink is a Senior Vice President and Market Strategist in the Client Group. Previously, he served as a managing director in the Alternatives and Multi-Asset Group. Prior to that role, Brink was a senior portfolio manager in Fixed Income, and before that an investment director for fixed-income investments within the Global Retail Investments Group. Before joining Alliance Bernstein in 2004, he was senior product manager at the Dreyfus Corporation, covering both retail and institutional fixed-income offerings. Richard was previously a senior trainer, dealing primarily with the design and delivery of product training to financial advisors and mutual fund sales representatives. He holds a bachelors' degree in Applied Mathematics and Economics from Stony Brook University, and is a CFA charterholder. Richard lives in New York. |
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Allison Boxer
PIMCO
Vice President and U.S. Economist - New York
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Allison is a vice president and economist in the New York office. She is also a member of PIMCO’s Americas portfolio committee. She has four years of investment experience and holds a bachelor's degree in Economics from Tufts University in Medford, Massachusetts. |
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Christopher Davis, CIMA®
Federated Hermes
Vice President, Senior Regional Consultant
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Chris specializes in helping financial advisors make wise decisions with their clients regarding portfolio positioning, income withdrawal planning, and investment selection. His portfolio construction expertise was developed over more than a decade, both with Federated Hermes and previously with Invesco. He graduated Summa Cum Laude with a major in Economics, minor in Psychology from Illinois Wesleyan University. His securities licenses include Series 7, 66, 63. He is a Certified Investment Management Analyst (CIMA ®). Chris and his wife Lauren are passionate about the outdoors and live on acreage in Maple Plain, MN. They both have a passion for horsepower; Lauren rides competitively in equestrian events, and Chris competes nationally in endurance auto racing with his team, North Loop Motorsports. |
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Bradford Pineault, CFA®
Fidelity Investments
Vice President, Capital Market Strategy
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Bradford is a vice president at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Bradford is responsible for formulating and communicating Fidelity’s capital market view to FI’s clients in the intermediary channel. Prior to assuming his current position in June 2018, Bradford held various other roles within Fidelity, including regional vice president, regional investment consultant, sector/ETF product specialist, and financial planning representative. He has been in the financial industry since joining Fidelity in 1998. Bradford earned his bachelor's degree in Finance from the University of Massachusetts, Dartmouth, and his MBA in Management from Bryant University. He is also a CFA® charterholder and a member of the CFA Society of Boston. Additionally, Bradford holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 licenses. |
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Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA and SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated. |
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Stiles Financial Services • 6550 York Ave S Ste 412
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