- Next Phase of Economic and Financial Market Recovery
- Key Indicators to Watch That Could Drive Stock Market Performance
- Timely Investment Ideas to Consider
About Our Guest Speaker
Jurrien Timmer is the director of Global Macro at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role, Mr. Timmer is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity’s clients. Mr. Timmer has been at Fidelity for 23 years and has more than 30 years of experience in the industry. He appears frequently in the media and is a regular on CNBC and Bloomberg.
Prior to assuming his current position in 2005, Mr. Timmer held various other roles within Fidelity, including director of market research and technical research analyst. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014.
Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO Bank in New York. He has been in the financial industry since 1985.
Mr. Timmer earned his bachelor of science degree in finance from Babson College.
About Fidelity Family Office
Fidelity Family Office Services has a dedicated and exclusive focus on the ultra-wealthy community and a deep understanding of their sophisticated needs. They provide custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who support them.
Privately held for nearly 70 years, Fidelity Investments has always believed by providing investors with access to information and expertise, they can help them achieve better results. That’s been the approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
About PagnatoKarp Cresset
We are a Boutique Family Office specializing in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators, PE executives, and ultra-high-net-worth families. With True Fiduciary® standards, we embrace Transparency® and the legal obligation to put your interests first. Frequently ranked on top financial advisor lists by Barron’s and Forbes, our goal is to streamline your life so you have more TIME to spend on what matters to you most.