The CFG Podcast Series

Join us in the CFG Podcast Series as we explore the important concepts necessary to construct a comprehensive, long-term retirement plan and investment strategy.

It is our hope that this offering will allow us to bring additional context to our educational platform while also allowing us to build on our regular communications with our clients. Episodes will include regular conversations with our advisor team, institutional money managers discussing market conditions and other specific topics related to client interests. There is no video or additional software that needs to be downloaded with this series. Just select an episode below, turn up the volume on your device and enjoy.

Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve’s speech and a look forward into 2023.

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew Costanzo provides some context to how the midterm elections will impact how we view the markets.

Putnam Investments’ Senior Market Strategist, Chris Galipeau, joins Registered Representative Mitchell Stehly.

Mr. Galipeau is a Senior Market Strategist and the Team Leader of Capital Market Strategies in the Global Investment Strategies group. He is responsible for communicating Putnam’s investment views and opinions to internal and external clients. Additionally, Mr. Galipeau leads the team’s research efforts and shares key insights on the economy and financial markets with Putnam clients. Mr. Galipeau joined Putnam in 2013 and has been in the investment industry since 1992.

Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm’s economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron’s.

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s

advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI’s advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel’s head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series

Brian Levitt is responsible for the development and communication of the firm’s investment outlooks and insights. He is also the co-host of Invesco’s “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

American Funds (Capital Group) equity and multi-asset investment director, Mario DiVito, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series.

Mario DiVito has 33 years of investment industry experience and has been with Capital Group for 17 years. Prior to joining Capital, Mario was a relationship manager at MFS Investment Management. Before that, he was a research analyst and an investment consultant at SEI Corporation.

BlackRock’s Senior Strategist for North America, Kurt Reiman, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series.

Kurt Reiman, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII’s tactical investment views and delivers the team’s macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada.