On January 27th, we hosted a live webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, CFA®, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute. The event was hosted by Brett Bernstein, CFP®, CEO and Co-Founder of XML Financial Group, and it was a rare opportunity for clients to ask questions directly to senior equity strategists at Fidelity and Wells Fargo Investment Institute.
In addition to covering the current market environment, the webinar also featured:
- A recap of 2020
- Perspectives for 2021
- Insights on topics related to the new presidential administration
- An open forum, led by our host, featuring questions submitted by the audience
Brett Bernstein, CFP®
Brett is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School’s entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition.
Bradford Pineault, CFA®
Bradford 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 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."
*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.