Economic Insights with Fidelity Investments Special Guest BRAD Pineault, CFA
Date: March 14. 2023
Time: 5:45 pm - 7:45 pm,
Venue: Leeland Room, 720 Fayette St, Conshohocken, PA, 19428
Attendees: EO Philadelphia Members, EOA Participants, SAPs, and guests/prospects. Please note space will be limited, and this event will be capped to 65 attendees.
Parking: Street parking is available
Attire: Casual/Business Casual
Overview: IM Wealth Partners Founder Ian Meierdiercks invites you for a discussion on the current state of the economy/markets, economic forecast, and the impact on the small business marketplace. Light fare and beverages will be provided.
Speakers:
Ian Meierdiercks
Ian founded IM Wealth Partners in 2003 after working for years as a financial advisor at AXA Advisors. Widely respected as a financial planner, Ian is invited regularly to serve as a guest speaker by numerous companies, organizations, colleges, and universities. Ian has his Series 7, 63, and 65 securities licenses, as well as his life and health insurance licenses. He meets daily with potential, new, and existing clients of the firm to skillfully guide the financial planning process for each. Ian studied Engineering at Drexel University. He is an avid fitness enthusiast with interests in nutrition, running, and biking, and is committed to several charitable causes. Ian most enjoys spending time with his wife and three young children.
Brad Pineault, CFA, VP - Capital Markets Strategy at Fidelity Investments
Brad Pineault is a vice president at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Pineault is responsible for formulating and communicating Fidelity’s capital market view to FI’s clients in the intermediary channel. Prior to assuming his current position in June 2018, Mr. Pineault held various other roles within Fidelity, including regional vice president, regional investment consultant, sector/ETF product specialist, and financial planning representative. He has been in the financial industry since joining Fidelity in 1998. Mr. Pineault earned his bachelor of science degree in finance from the University of Massachusetts, Dartmouth, and his master of business administration degree in management from Bryant University. He is also a CFA® charterholder and a member of the CFA Society of Boston. Additionally, Mr. Pineault holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 licenses.