Form CRS // NEWS // Operations Notice

Form CRS // NEWS // Operations Notice

 
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 Webinar   July 25th, 2023

Mid-Year Markets Update

On July 25, Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute will join us once again to offer their perspectives on how markets have performed so far in 2023.

Hosted by Jordan VanOort, CFA®, CFP®, CPWA®, Senior Wealth Advisor at Collins Investment Group, this event is a great opportunity for you to hear market insights directly from senior equity strategists at Fidelity and Wells Fargo Investment Institute. This webinar will be structured as an open discussion and include: 

  • 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
Register for this webinar by filling out the form below:
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This webinar is for educational and informational purposes only. Content is not intended to be a recommendation, solicitation or endorsement of any company, strategy or service discussed nor should it be perceived as individual advice.

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 R. 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.