Join Stiles Financial Services as we host our 9th Annual Market & Economic Outlook for 2026. Our select panel of industry experts along with our very own Portfolio Manager, Paul Tichy, will direct the panel on topics for 2026 – like: expectations for the markets, inflation, new tech, the Fed and many more! This intimate event will be held at Interlachen Country Club at no charge, but capacity is limited. Lunch will be provided. This will not be recorded for later listening, so make sure to RSVP right away.
RSVP by 01/31: janet@stilesfinancial.com
Where:
Interlachen Country Club
6200 Interlachen Blvd.
Edina, MN 55436
When:
Thursday, February 5th, 2026
11:30am – 1:30pm
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
Brendan Maasz
Regional Director — Carlyle Global Wealth
Brendan Maasz is the Regional Director for Carlyle Global Wealth in the Upper Midwest. He is responsible for assisting and educating Carlyle’s RIA and Family Office partners on investments within private markets. Brendan began his career in the investment industry within Institutional Equity Research at PCS Research Group. Following his time at PCS, Brendan acted as an Internal Associate with Ashmore Group, and afterward as an Internal Advisor Consultant with First Eagle Investments. He received his bachelor’s degree in International Business with a minor in History from the State University of New York Brockport and is a Chartered Alternative Investment Analyst level 2 candidate. Brendan is based out of Minneapolis.
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.
Chris Davis, CIMA
Wholesaler at First Trust Advisors L.P.
Chris Davis is a Senior Regional Consultant with Federated Hermes where he specializes in helping financial advisors make wise decisions with their clients regarding portfolio positioning, income withdrawal planning, and investment selection. His portfolio construction expertise was developed over more than a decade, both with Federated Hermes and previously with Invesco.
He graduated Summa Cum Laude with a Major in Economics, Minor in Psychology from Illinois Wesleyan University. His securities licenses include Series 7, 66, 63. He is a Certified Investment Management Analyst (CIMA ®).
Chris and his wife Lauren are passionate about the outdoors and live on an acreage in Maple Plain, MN. They both have a passion for horsepower; Lauren rides competitive equestrian eventing, and Chris competes nationally in endurance auto racing with his team, North Loop Motorsports.
Matt Skapyak
Sr. Investment Consultant – BNY Investments
Born in Minnesota, raised in New Jersey, Matt graduated from Rutgers University with a degree in Economics. His father spent over 35 years in Investment Management which naturally attracted Matt to financial services. He enjoys helping his clients meet their needs and achieve their financial goals.
Matt is married, has two children and a bulldog named London. He gets his family out boating on Lake Minnetonka and spends endless hours these days in the parking lot of his daughter Madison’s ballet school. When he’s not doing that, he is probably gearing his son up for summer lacrosse or biking on one of Minnesota’s great trails.
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