WealthVest Macro: Navigate Uncertainty

Concise messaging about the macro-economic trends and topics influencing the markets, interest rates and the economy.

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

Meet Tim Pierotti, Chief Investment Strategist

Former Hedge Fund Analyst & Portfolio Manager | Equity Researcher at Deutsche Bank and BMO

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“I can join the chorus of people that are giving great feedback regarding Tim Pierotti 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. It’s great knowing we have partners like Wealthvest that provide so much support to our program. Between economic updates, industry roundtables and sales support, Wealthvest has really turned into a key partner for our program. Thanks for your partnership. I look forward to even a better year in 2023.”

Andrew Hahn
Senior Executive, Program Manager
Northwest Investment Services
“We were fortunate to have Tim Pierotti as the featured speaker on a regional call. Tim has a unique ability to break down detailed economic information into an easily understandable and entertaining presentation. He is very engaging and his talk generated significant audience participation, questions and discussion as well as follow-up requests for copies of his materials. I hope we can have him back for additional events!”

David Kaluza
Growth Officer
Cetera Investment Services
“I found Tim to be a very Insightful, well educated resource that was able to deliver a very easy to understand Macro-Economic picture of the economy and the risk and opportunities to look for. Both myself and my colleagues with multiple years of Experience found Tim’s insight to be very direct and refreshing. It was nice to hear a common Man’s approach to a very complex subject. (the Economy) Tim’s presentation was very concise and informative. I would be comfortable putting Tim Pierotti in front of any Group of Advisors, Senior Executives or Clients.”

Bob Carroll
Vice President, Relationship Manager
Osaic Institutions
“We are always looking to provide our advisors valuable insights on Economic Outlook, Practice Management, Product Trends, and other strategies. Tim’s presentation was well paced, and provided a great deal of timely economic data alongside relevant and personalized analysis. We received great feedback from the audience, and we’ve even had the team request a copy of the presentation, or a copy of the recording for them to listen back. We would love the opportunity to partner with you on future calls like these. Thank you!”

Angelo Pietri
Vice President, Relationship Manager
Osaic Institutions

Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest in 2022, Tim 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.

About Tim

A professional man with light skin, wearing a dark suit, white shirt, and pink tie, looking directly at the camera with a neutral expression.

Download Our New Research:

THE GROWTH OF PRIVATE EQUITY’S ROLE IN US ANNUITIES

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Bar chart showing U.S. fixed annuity sales from 2012 to 2022, with the total sales increasing from $72 billion in 2012 to $210 billion in 2022. The chart illustrates the rapid growth, with Athena's market share rising from 100% in 2012 to 91% in 2022. A red dashed line indicates an overall increasing trend in sales over the years.

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