Keeping Clients Buckled In: How to have Conversations about Investments

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Speakers

Brian Levitt
Senior Investment Strategist
OppenheimerFunds, Inc.

Brian Levitt is OppenheimerFunds’ Senior Investment Strategist. He is responsible for the development and communication of the firm’s investment outlooks and insights.

Brian is the co-author of Compelling Wealth Management Conversations, a guidebook that provides advisors with context and perspective to help clients navigate uncertain times, as well as a framework to help identify current opportunities. He also co-hosts the OppenheimerFunds World Financial Podcast which explores global long-term investing trends.

He has two decades of investment experience in the asset management industry. Brian joined OppenheimerFunds in April 2000, starting in fixed income product management and has been working in the Firm’s macro and investment strategy group since 2005.

Brian holds a B.A. in Economics from the University of Michigan and an M.B.A., with honors, in Finance and International Business from Fordham University in New York City. He is frequently quoted in the press including Barron’s, Financial Times and The Wall Street Journal. He appears regularly on CNBC, Bloomberg, and PBS’s Nightly Business Report.

Justin Kermond
Vice President Business Development
Advisor Perspectives