Join Stiles Financial Services as we host our annual Market & Economic Outlook for 2024. Our select panel of industry experts along with our very own Portfolio Manager, Paul Tichy, will direct the panel on topics for 2024 – like 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:
Wednesday
January 31st
11:30am – 1:30pm
RSVP Now:
janet@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
Walt Czaicki, CFA
Senior Investment Strategist—Equities
Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986. Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder. Location: Dallas
Marta Rodriguez, CFA
Defined Contribution Client Advisor at J.P. Morgan Asset Management
Marta joined J.P. Morgan in 2011 and is a Client Advisor for the Defined Contribution Investment Only team. In this role, Marta promotes the research and investment management capabilities of the firm to Defined Contribution consultants, advisors and plan sponsors in the Midwest. Prior to joining J.P. Morgan, Marta was an internal wholesaler at DWS Investments responsible for selling corporate retirement plans and Defined Contribution Investment Only opportunities for the West Coast for over 9 years. Prior to that, she was at Van Kampen Investments as a client service specialist working with shareholders and financial advisors. Marta has a Masters of Accounting and Finance Management from the Keller Graduate School of Management and obtained her undergraduate degree from Illinois Wesleyan University. She holds her Series 6, 7 and 63 licenses and is a CFA charterholder.
Zach Cutkomp, CRPS, CIMA
Retirement Plan Counselor at Capital Group
Zach has 8 years of industry experience and has been with Capital Group for seven years. Earlier in his career at Capital, Zach worked as an inside sales manager and before that, he was an area sales representative. Prior to joining Capital, he was a financial advisor at FSB Premier Wealth Management.
Justin Hoskins, CIMA
GSAM DCIO for the MidWest
Justin is a Vice President at Goldman Sachs Asset Management and serves as DCIO for the Midwest, based out of Chicago. He has served as DCIO since June of 2022. Prior to his current role, Justin has worked in various capacities since joining Goldman in 2017, including private wealth wholesaling in GSAM, as well as Equity Derivative Sales & Trading in Goldman’s Global Markets division. Justin earned a BS in Finance from Hartwick College, is a member of the Money Management Institute’s Leadership Pathway Program, and has held the CIMA designation since 2020.