WealthVest: Rethinking Retirement Q1 ‘ 2024 In Review

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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. Click the button below to download Q1’ 2024 In Review.

WealthVest: Rethinking Retirement Q1 2024 does a deep dive into:

  • Revisiting Einhorn’s Epiphany

  • Leading domestic and international trends

  • Recent annuity and structured product sales

  • Developments in portfolio allocation

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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.

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