November 10, 2022
Volatility has been a recurring theme in capital markets this year. How will the midterm elections affect the markets—and what does all this mean for investor portfolios?
On Wednesday, November 9, we held a webinar to discuss market volatility, the midterm elections, and market resilience with Gerald Goldberg, JD, CIMA®, Michael J. Lepore, CIMA®, and Claire F. McDonald, CIMA®. Gerry, Michael, and Claire shared their insights into:
Gerry Goldberg, JD, CIMA® is CEO and Co-Founder of GYL Financial Synergies, where he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients in areas that include investment policy, asset allocation, and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans. Gerry lectures and authors articles on various investment-related topics, and has served as an adjunct professor in the MBA Program at the University of Hartford.
Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm, Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010–2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”
Michael J. Lepore, CIMA® is the Managing Director of Institutional Services and Chief Compliance Officer at GYL Financial Synergies, where he specializes in asset management analysis and investment manager selection for institutional clients. He also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations and select high-net-worth private clients in areas that include investment policy, asset allocation and investment management selection, and oversight.
Prior to GYL Financial Synergies, Michael worked for Wells Fargo Advisors and its predecessors, where he was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group.
Claire F. McDonald, CIMA® is Managing Director & Senior Institutional Consultant at GYL Financial Synergies, where she specializes in asset management analysis and investment manager selection for institutional clients. She also provides consulting services to municipalities, self-insurance funds, corporations, and non-profit organizations in areas that include investment policy, asset allocation, and investment management selection and oversight.
Prior to the firm, Claire has worked with Wells Fargo Advisors and its predecessors in the private client group since 1991. Claire was one of 75 members of the Senior Consulting Council, Wells Fargo Advisors’ elite senior consulting group. Prior to Wells Fargo, she spent six years with the International Performance Evaluation Department of the World Markets Company in Edinburgh, Scotland, where she focused on the Dutch Pension market. She is also a member of the International Foundation of Employee Benefit Plans and has over 30 years of experience providing a full range of consulting services to institutional clients.
CAR20221102CMNW