Navigating the Market: Trends, Tactics & Timing for Your Financial Strategy

Are you seeking clarity amid today's dynamic financial markets? Join Fort Pitt Capital Group's Chris Barto and Matt Villers for a timely, engaging discussion on current market conditions and how our experts navigate recent developments to seek protection and grow client wealth. This interactive session will offer actionable insights into:

• Investor Mindset: Day Trader vs. Long-Term Investor: Understand the fundamental differences and why a long-term perspective is vital for sustained wealth.
• Today's Market Drivers: Discover the key trends shaping financial markets and their implications for your investments.
• Decoding Global Signals: Learn how Fort Pitt's analysts interpret complex global economic signals to guide their strategies.
• Your Strategy, Reimagined: Explore how world events and personal factors like family, finances, and emotions influence your financial approach.
• DIY Investing: What You're Missing: DIY investors often lack comprehensive planning, expert guidance, time efficiency, and exclusive opportunities available through wealth management firms.
  

As a Financial Advisor, Matt focuses on helping clients achieve their long-term and short-term financial goals through personalized and thoughtful planning. He works closely with individuals and families to address their financial concerns, provide clarity, and develop strategies tailored to their unique situations. Matt believes that strong relationships are at the heart of great financial advice and is committed to earning trust through consistent guidance and genuine care.

Matt began his career at a large brokerage and investment advisory firm, first supporting a team of advisors before stepping into an advisory role. Through these experiences, he developed the skills to meet clients where they are and make financial planning more approachable.

Matt and his wife are enjoying life with their young son and dog. Outside of work, they’re often involved in their church community, spending time outdoors, or gathering with family and friends.

Chris’ core focus as the Senior Investment Analyst is to assist the Head of Asset Management, the CIO and the firm with equity research, portfolio management, and bring new ideas to the table for long-term investing in the Individual Securities models. With an extensive background in equity research and portfolio management, Chris is constantly studying new businesses and looking for opportunities while creating a long-term diversified portfolio for clients. Chris is a big proponent of the fact that markets are dynamic, and analysts must be as well to adapt to the changing landscape.

In undergraduate school, Chris was the head of Industrials Sector of the Student Managed Investment Portfolio. This led to Chris being an Investment Analyst at an advisory firm out of college where he assisted the CIO in equity research, equity picks, and portfolio allocation including derivatives. He then decided to pursue an MBA in Business Analytics to further his education and networking base while starting his own Investment Research Website.

Chris resides in Wexford with his wife, daughter, son, two dogs, and a cat. When not studying markets and businesses, he enjoys spending as much time with his wife and kids, working out, golfing, and being a dad and husband.

NEED ASSISTANCE?

Please email events@kovitz.com or call 312.673.7100