8th Annual Market Outlook Event

by | Jan 9, 2025 | Events

Join Stiles Financial Services as we host our 8th Annual Market & Economic Outlook for 2025. Our select panel of industry experts along with our very own Portfolio Manager, Paul Tichy, will direct the panel on topics for 2025 – like their expectations for the markets, inflation, interest rates, the Fed and many more! This intimate event will be held at Interlachen Country Club at no charge, but capacity is limited. RSVP right away to reserve your seat. 

Where:

Interlachen Country Club
6200 Interlachen Blvd.
Edina, MN 55436

When:

Thursday
February 6th,
11:30am – 1:30pm

RSVP Now:

megan@stilesfinancial.com

Host: Paul Tichy AIF, MBA 

Portfolio Manager—Stiles Financial Services 

Paul joined SFSI in 2016 as an Investment Research Analyst & Portfolio Manager. With more than 30 years of experience in the financial services and asset management industries, Paul has provided planning and investment advice for high net worth individuals and their families, and helps multi-million dollar money managers and institutional investors with their portfolio decisions.
Location: Minneapolis

See Paul’s Full Bio

Bill McNeill, CIMA 

Executive Director-Client Advisor, J.P. Morgan Funds

Bill McNeill, Executive Director, is a Client Advisor in the U.S. Funds Business at J.P. Morgan Asset Management. As a part of the Institutional Advisor Team, Bill partners with RIAs and Bank Trust teams to deliver insights into J.P. Morgan research, product expertise and wealth management trends.  Bill joined JP Morgan Asset Management in 2014 and prior held roles with Thrivent Asset Management and Goldman Sachs.  He graduated from the University of Nebraska-Lincoln and has earned his Certified Investment Management Analyst (CIMA®) Certification.

Tim Duffy 

VP, Regional Sales Coordinator

As vice president and regional sales coordinator for the Minnesota region, Tim Duffy connects financial advisors to all of the investment and business-building resources PGIM Investments has to offer. Tim joined PGIM Investments in 2010 from Ameriprise Financial/RiverSource Fund Distributors, where he was a divisional sales director. He led a team of 11 internal wholesalers distributing mutual funds, separately managed accounts, and 401(k) solutions. He has 22 years of industry experience. Tim graduated from the University of Wisconsin Madison with a B.B.A. in finance, and holds FINRA Series 7, 63, and 65 registrations.

Rich Jacquemart

Wholesaler at First Trust Advisors L.P.

Rich is a Vice President responsible for First Trust’s financial professional relationships in the Twin Cities markets. He works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis, and practice management consulting. Rich’s specific focus is distribution of the firm’s Exchange Traded Funds and has been in his current role since 2007. Rich graduated with a Finance degree from the University of LaCrosse Wisconsin and has been in the Financial Service industry for 30 years.

Doug Williams, CFP, CRPS

Regional Consultant – DCIO Midwest at MFS Investment Management

 

Douglas Williams, is a defined contribution specialist with MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this capacity, he works closely with DC‐focused advisors, consultants and platform wholesalers to help position MFS portfolios for placement on retirement platforms. He covers the Mid‐Atlantic region. Doug joined MFS in 2016 as an inbound sales representative. He became a regional sales representative in 2017 and assumed his current role in 2019. Prior to joining the firm, he worked as a fund accounting analyst at J.P. Morgan for two years.  Doug earned a bachelor’s degree in finance and economics from Bentley University. He holds the Certified Financial Planner™ (CFP®) certification and Series 6, 7 and 63 licenses from the Financial Industry Regulatory Authority (FINRA).