This week we have Jeffrey Kleintop joining us. Jeff is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal.
This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering.
2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends.
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Today's Guest: Jeffery Kleintop
As chief global investment strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary, and actionable insights to Schwab's client-facing teams and the firm's Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts, and in-person events.
Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, and Barron's and Financial Times, and he is a regular guest on high-profile news networks including CNBC, Bloomberg, Fox Business News, PBS, and ABC News. Kleintop has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and he has been a featured or keynote speaker at dozens of industry events including the Barron's Top Financial Advisor Summit and the Financial Planning Association annual conference.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today's Changing Financial Markets, which was published in 2006.
Kleintop earned his Bachelor of Science in business administration from the University of Delaware and received his Master of Business Administration from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).
Jeffery's Online Presence:
Today's Panelists
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
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