Stiles Financial Service's 6th-Annual
Market & Economic Outlook
Wednesday, February 1, 2023
11:30 a.m.-1:30 p.m.
Interlachen Country Club
6200 Interlachen Blvd., Edina, MN 55436
Please join us for a complimentary lunch as we review what occurred in global and U.S. economies and markets during 2022 and discuss the key factors that will drive outcomes in 2023.
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 Fed and its impact
- Interest rate and Inflation expectations
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Paul Tichy, AIF®, MBA
Panel Moderator
Stiles Financial Services
Investment Research Analyst &
Portfolio Manager
With over 30 years of experience in the Financial Services and Asset Management industries, Paul Tichy 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.
Paul was born and raised in the Chicago area where he received his MBA in finance from DePaul University Kellstadt Graduate School of Business in Chicago and received his BA in economics from Northwestern University in Evanston, Illinois. He lives in Orono with his wife, their three boys, and Bailey (their golden retriever).
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Timothy Duffy
PGIM Investments
Vice President & Regional Sales Coordinator
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As vice president and regional sales coordinator for the Minnesota region, Tim Duffy connects financial advisors to all of the investment and business-building resources PGIM Investments has to offer.
Tim joined PGIM Investments in 2010 from Ameriprise Financial/RiverSource Fund Distributors, where he was a divisional sales director. He led a team of 11 internal wholesalers distributing mutual funds, separately managed accounts, and 401(k) solutions. He has more than 16 years of experience in the financial services industry.
Tim graduated from the University of Wisconsin Madison with a B.B.A. in finance, and holds FINRA Series 7, 63, and 65 licenses.
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US Wealth Advisory | BlackRock
Vice President
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Noelle Petrillo, Vice President, is a Market Leader with BlackRock’s U.S. Wealth Advisory business. US Wealth Advisory is BlackRock's business serving financial advisors and their clients, responsible for distribution, product management and consulting on the firm's full suite of capabilities. In her role, Noelle supports the largest and fastest growing financial advisors in the Midwest.
Prior to joining Blackrock, Noelle was a Vice President in the Asset Management division with Raymond James where she specialized in private wealth management and portfolio consulting. Noelle holds the CIMA® designation and Series 7 & 66 licenses. She earned her B.S. in Finance and Marketing followed by her Masters of Business Administration from University of South Florida, and resides with her husband Vince and two children Luca and Viviana in Tampa, Florida.
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AllianceBernstein
Director, Regional Manager - North America Client Group
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Jason Stevens is the Regional Manager responsible for delivering AllianceBernstein research and investment strategies in Minnesota and North Dakota. He joined the firm in 2006, previously working for Janus Capital and Columbia Management. With 20+ years of industry experience, Jason has been an investment consultant to institutions, financial advisors and clients across the country. Jason holds a BS in Political Science from Minnesota State University-Moorhead. Jason lives in Minneapolis with his wife of 16 years and their three children. He is an active youth basketball coach and a big fan of all Minnesota sports teams.
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NEW!
Mike Rode, CFA®
American Century Investments®
Senior Client Portfolio Manager
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Mike Rode is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office.
Mike is a member of the Global Value Equity group and is responsible for communicating global value equity strategies and real estate investment strategies and results to the firm’s clients and consultants. Prior to joining American Century Investments in 2018, Mike was managing director, Institutional Equity Sales, at SunTrust Robinson Humphrey. Previously, Mike was managing director, Institutional Equity Sales, at Needham & Company LLC. Mike has worked in the investment industry since 2003.
Mike holds a bachelor’s degree in finance with a minor in English from Marist College. He is a CFA® charterholder and a member of the CFA Institute.
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Stiles Financial Services is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. |
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Stiles Financial Services • 7505 Metro Boulevard, Suite 510, Edina
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