WEALTHVEST: RETHINKING RETIREMENT
Q4 2024 Review and 2025 Outlook

Tim Pierotti along with WealthVest’s Drew Dokken, publish quarterly research papers that provide financial professionals with the information that matters to their practice and clients. As 2024 came to a close, they have published: WealthVest: Rethinking Retirement Q4 2024 Review and 2025 Outlook to summarize everything that happened over the year and get financial professionals up to speed on what is important in 2025. Click the button below to download this research.

WealthVest: Rethinking Retirement Q4 2024 Review and 2025 Outlook: does a deep dive into:

  • Overall investor sentiment

  • Leading domestic and international trends

  • A recap of annuity and structured product sales

  • Geopolitical insight

About Tim

Tim Pierotti is a distinguished equity researcher with over 25 years of experience in various aspects of the equities business. Prior to joining WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing Director and Head of US Product Management. Tim has 11 years of investment experience most notably as Head of Consumer Research and Portfolio Manager at The Galleon Group, a former NY based $8Bln Long/Short hedge fund. Tim is a graduate of Boston College and lives in Summit NJ.