What’s dominating your year-end conversations?

Be ready when your clients call. Show them what matters.

The goal isn’t more opinions—it’s clearer understanding

Concise, data-backed insights on the macroeconomic trends that matter directly from our Chief Investment Strategist, Tim Pierotti

What you’ll get by downloading our Q3 in Review & Year-End Outlook

  • No Opinions, Just Data & Analysis
    This report provides genuine insights rooted in market behavior, not speculation.

  • Clear Client Talking Points
    Use these insights to guide smarter, more confident conversations with your clients.

  • Portfolio Strategy & Global Trend Breakdown
    Understand the macro forces shaping Q3 and how to position portfolios accordingly.

I can join the chorus of people that are giving great feedback regarding Tim Pierotti’s presentation to my team. It’s refreshing to find an economist that can provide an economic update and subsequently translate that into how we can help our clients

Senior Executive, Program Manager

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Need a Speaker for Your Next Advisor or Client Event?

Bring the same market insights from the Q3 Review, live and in-person.

Tim Pierotti, Chief Investment Strategist at WealthVest, brings decades of market experience to audiences ranging from advisor group meetings to private client groups. Work with us to find out more about this service.

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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.