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

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.