Binah Insurance Group is proud to welcome Tim Pierotti, Chief Investment Strategist of WealthVest, to cover what you need to know to frame the debate with your clients.
Mr. Pierotti will offer a timely update on the current economic environment, helping you better frame client conversations around stocks, bonds, and broader market dynamics in today’s rapidly evolving landscape. Following his presentation, there will be an opportunity for attendees to ask questions directly.
Agenda
Known Unknowns - The Reconciliation Bill, Tariffs, Oil (Russia / Iran)
Tim has over 25 years of experience in various aspects of the equities business. Prior to
joining WealthVest, Tim spent 7 years in equity research management roles at Deutsche
Bank and, most recently, at BMO, where he was a managing director and...
Chief Executive Officer and Chairman, Binah Capital Group
Craig has over 25 years in senior management roles in the financial services industry, including Chief Executive Officer, National Sales Manager and Head of Investment Banking. Mr. Gould started Cabot Lodge Securities as its President in 2012....
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