WEALTHVEST: RETHINKING RETIREMENT
2023 A YEAR IN REVIEW
WealthVest is helping financial professionals navigate uncertain times with distinguished equity researcher Tim Pierotti. Tim, along with WealthVest’s Drew Dokken, publish quarterly research papers that provide financial professionals with the information that matters to their practice and clients. As 2023 came to a close, they have published: WealthVest: Rethinking Retirement 2023 a Year in Review to summarize everything that happened over the past year and get financial professionals up to speed on what is important in 2024. Click the button below to download this research.
WealthVest: Rethinking Retirement 2023 In Review: does a deep dive into:
Overall investor sentiment
Leading domestic and international trends
A recap of annuity and structured product sales
Protectionism and shifting supply chains in 2023
For more from WealthVest read Tim’s Weekly Blog Posts
About Tim
Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.
