Stiles Financial's 5th-Annual
Market & Economic Outlook
Friday, February 11, 2022
11:30 a.m.-1 p.m.
Our New Office Building or Online via Zoom
7505 Metro Blvd., Edina, MN 55439
OCC II Training Room (First Floor)
Please join us in person for lunch or virtually online as we review what occurred in global and U.S. economies and markets during 2021 and discuss the key factors that
will drive outcomes in 2022.
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 of COVID on the economies and markets over the next 12 months
- The Fed and its impact
- Interest rate and Inflation expectations
|
|
Please note in your RSVP if you'll be attending the event in person or online via Zoom. If you're attending in person, please note any
dietary restrictions as well.
|
|
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 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.
|
|
Rachael Brumund
Fidelity Investments
Vice President
|
Rachael Brumund 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, Rachael is a wholesaler within the Defined Contribution Investment Only (DCIO) division. She is based out of Portland, Oregon where she is responsible for the distribution of Fidelity’s asset management capabilities through advisors, advisory firms, and recordkeepers that are focused on serving the small- and mid-sized defined contribution market. She supports her clients by representing Fidelity’s investment capabilities, investment thought leadership, capital markets perspectives, investment analytics, and retirement thought leadership. She has been in the financial industry since 2006.
Previously, Rachael was a regional vice president with Transamerica. She has also worked for ADP and Goldman Sachs Asset Management. She earned her bachelor of arts degree in psychology from the University of North Carolina, Chapel Hill.
|
|
Rich Jacquemart
First Trust
Vice President
|
Rich Jacquemart is a Vice President responsible for First Trust’s financial professional relationships in the Twin Cities. He works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis and practice management consulting. Rich’s specific focus is Exchange Traded Funds (ETFs). He is dedicated to retail education, product development and distribution.
Rich has over 20 years in Financial Service and joined First Trust Advisors in 2007.
|
|
Matt Moslander, CIMA®
J.P. Morgan Funds
Vice President
|
Matt Moslander, Vice President, is a Client Advisor for J.P. Morgan Funds. He started in the industry in 2004, and currently covers Independent Broker Dealers in greater Minneapolis area. In 20013 Matt joined J.P. Morgan Asset Management. He currently holds his Series 7, 6 and 63 licenses. In May of 2018 he completed his CIMA® from Wharton. He earned his Bachelor of Science from Indiana University in 2003.
Matt currently resides in Minnetrista, Minnesota with his wife, Shawna, two daughters, Raelyn and Reese, as well as, his son Owen.
|
|
Chris Sleggs
PIMCO
Vice President and External Advisor Consultant
|
Chris Sleggs is a Vice President and External Advisor Consultant in PIMCO’s defined contribution practice, based in Chicago. He is responsible for managing the firm's relationships with advisors and consultants to defined contribution and defined benefit plans in the Midwest region.
Prior to joining PIMCO in 2016, he was an advisor consultant for BNY Mellon’s defined contribution investment only team.
From 2014 to 2021, Chris was named one of the top 75 DC industry wholesalers by the National Association of Plan Advisors (NAPA). He has 22 years of investment experience and holds an undergraduate degree from the University of New York at Buffalo.
|
|
Matt Wolff
Goldman Sachs Asset Management
Vice President - Regional Director
|
Matt has been in the industry since 1996 and with Goldman Sachs since 2013. Matt works with all independent advisors in the state of Minnesota.
He lives in Victoria, Minnesota with his wife and son (kind of) as he is now attending the University of Colorado Boulder.
|
|
Please note in your RSVP if you'll be attending the event in person or online via Zoom. If you're attending in person, please note any
dietary restrictions as well.
|
|
To unsubscribe to a particular list, please click "Update Profile" below. |
|
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. |
|
Stiles Financial Services • 6550 York Ave S Ste 412
|
|
|
|
|
|
|
|
|
