Join us for our quarterly Market & Economic Discussion on July 21st at 9:00 am PT. HoyleCohen’s Chief Investment Officer, Vanessa Wieliczko will be joined by Global Market Strategist, Jordan Jackson of J.P. Morgan. They will reflect on the first half of the year, explore macro themes, share market outlooks, and discuss potential portfolio implications.

Q2 2021 Reflections & Market Outlook

July 21, 2022 – 9:00 am PT

CLICK HERE TO RSVP & FOR ZOOM LINK

Your Hosts:

Jordan Jackson
J. P. Morgan

Jordan Jackson, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan is responsible for delivering timely market and economic commentary to clients across the country and has appeared on Bloomberg, CNBC and MarketWatch. He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy, and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and Weekly Market Recap.

A J.P Morgan employee since 2015, prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada. He earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses. He is a CFA Level II candidate.

Vanessa Wieliczko, CFA, CAIA, CFP^®,
Chief Investment Officer, Partner
HoyleCohen, LLC

Vanessa Wieliczko oversees the firm’s investment department and leads the Investment Committee. She joined HoyleCohen in 2008 and helped develop the firm’s CorePlus approach, a unique blend of traditional and alternative assets. Vanessa holds a Bachelor’s degree in business administration and management with a concentration in international finance from Boston University.

Driven in pursuit of excellence, Vanessa obtained her Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certified Financial Planner designations all before turning 30. Active in the community, Vanessa serves on the board as President of the CFA Society San Diego, a group of more than 500 investment professionals.

Compliance Disclosure

HoyleCohen is a fiduciary acting on behalf of our clients. We are a fee-based investment advisor and do not receive commissions for any investment strategies of products that may be discussed. This discussion is intended for informational purposes only. No decisions regarding investment strategies should be made based solely on this presentation and nothing shared should be interpreted as investment advice. Any investment decisions should be discussed with your Advisor. Finally, all investments carry the risk of loss, including the permanent loss of principal and past performance is not a guarantee of future results.