On July 25, we hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute.
In addition to discussing the current market environment with host Jordan VanOort, CFA®, CFP®, CPWA®, the webinar also featured insights into:
- A recap of market events so far this year
- Perspectives for the second half of 2023
- Things to consider while navigating the current market environment
- An open forum, led by our host and featuring questions submitted by the audience
Bradford Pineault, CFA®
Bradford Pineault, CFA® is a Vice President and Capital Markets Strategist at Fidelity Institutional Asset Management, Fidelity Investments’ distribution and client service organization where he works with Fidelity's Sales Professionals and their advisor clients. Brad also works with advisors to discuss certain sector strategies and to provide overall support on why sectors matter when it comes to building an investment portfolio. Brad is dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.
Scott Wren
Scott Wren is Senior Global Market Strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Scott is a member of the Investment Strategy Committee, which is the team that produces strategy and guidance recommendations for global financial, real asset, and alternatives markets. With his knowledge of the financial markets, he is often quoted in national media outlets including Reuters, The Chicago Tribune, The Los Angeles Times, The Washington Post, The Associated Press, and The Wall Street Journal. He frequently appears in interviews on Bloomberg Television, the Fox Business Network, and CNBC's “Nightly Business Report."
Jordan VanOort
Jordan VanOort is a Senior Wealth Advisor with Collins Investment Group. Since joining Collins Investment Group, Jordan has been recognized as a CERTIFIED FINANCIAL PLANNERTM professional and has also earned the Chartered Financial AnalystTM designation. With more than a decade of experience in financial service, Jordan also holds the Series 7 and Series 66 qualifications. Prior to working with clients of Collins Investment Group, Jordan held positions with Wachovia Securities as well as the Ayco Company of Goldman Sachs. Jordan fondly refers to his Corning, NY roots and has family living in the Finger Lakes area of Upstate NY to as far south as Naples, Florida. Jordan graduated from Yale University in 2006 with a bachelor’s degree in Economics. He currently lives in Bethesda, MD and remains active with the Yale Alumni Association of Washington, DC through sports activities and volunteer opportunities such as partnering with College Summit to work with high school students, mentoring them in their college search and application process.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.
