Monthly Market Update

Wentz Financial Group is excited to present our newest event, Monthly Market Update! Call into our GoTo meeting the first Friday of every month at 8:30am to connect with a different market strategist providing us with general market commentary. For more information on specific speakers and our schedule, check out our events on the home page, or look at our social media accounts!

Phone number: 1 (312) 757-3121

Access code: 752 – 920 -189


March 1st, 2019 – Jason Farrell

Our March speaker is Jason Farrell, CFA, Vice President and Project Manager for Oppenheimer Funds.

*International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. Investing in emerging markets can be riskier than investing in well-established foreign markets. Investing involves risk and investors may incur a profit or a loss


February 1st, 2019 – Jordan Stuart

This Friday our speaker was Jordan Stuart, , Client Portfolio Manager for Federated.


December 7th, 2018 – Vivek Rajeswaran

This Friday our speaker was Vivek Rajeswaran, Equity Research Analyst for T. Rowe Price.

*Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.


September 7th, 2018 – Jack Manley

This Friday our speaker was Jack Manley, Global Market Strategist with J.P. Morgan Funds


August 3rd, 2018 – Paresh Upadhyaya

Paresh Upadhyaya is Senior Vice President and Portfolio Manager of Pioneer Global Multisector Income Fund.

*Apologies for the technical difficulties


July 6th, 2018 – David Lafferty

Our speaker this Friday was David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers.

*Introduction correction: Member FINRA, not NYSE


June 1st, 2018 – Mary Sue Marshall

Our speaker is Mary Sue Marshall, Managing Director at Morgan Stanley. Mary Sue Marshall is a portfolio specialist for the Growth team, which sub-advises the Transamerica Capital Growth fund.


May 4th, 2018 – Steve Chiavarone

Our very first call was Friday, May 4th with Steve Chiavarone, Portfolio Manager with Federated Investors – Global Investment Management.


Raymond James is not affiliated with the guest speakers or the respective companies they represent.