Weaver Consulting Group

Our guest speaker is Franco Ditri who serves as an investment specialist in the Fixed Income Division. He covers the full range of fixed income strategies, working closely with clients, consultants, and prospects in the intermediary channel in North America. Franco is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Franco's investment experience began in 2010, and he has been with T. Rowe Price since 2020, beginning as an investment specialist in the Fixed Income Division. Prior to this, Franco was employed by Invesco as a senior client portfolio manager. Before that, he was employed by Brandywine Global Investment Management as a regional relationship manager. He also was a sales trader at Susquehanna International Group, a senior financial analyst at Amazon, and a finance leadership development program analyst at Lockheed Martin. 

Franco earned a B.S., summa cum laude, in finance/international business from Philadelphia University and an M.B.A. in finance, investment management, and capital markets from Yale University. He also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Weaver Consulting Group is not affiliated with T. Rowe Price and/or their associates.

Eventide Asset Management, LLC is a Boston-based investment adviser practicing "investing that makes the world rejoice®."​ Founded in 2008, Eventide's vision is to serve individuals, financial advisors, and institutions by providing high-performance investments that we believe create compelling value for the global common good. Weaver Consulting Group is not affiliated with Eventide and/or their associates.

Jason Weaver gives a brief market update.

Our guest speaker Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business. Weaver Consulting Group is not affiliated with Russell Investments and/or their associates.

Our guest speaker is Elaine Bourke from American Century Investments. Elaine Bourke is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company's New York office. Weaver Consulting Group is not affiliated with American Century Investments and/or their associates.

Liz Muirhead, CFA, is a senior portfolio specialist with Vanguard Financial Advisor Services™, where she consults with advisors on investment thought leadership and the full range of Vanguard’s investment solutions.Before her current role, Ms. Muirhead held various roles in Vanguard Portfolio Review Department, most recently as a senior investment director in the oversight and search team, responsible for investment manager search, selection, and oversight. Prior to that, she held various leadership positions in Vanguard Fund Financial Services, working with international fund analysis, fixed income security data and pricing, domestic equity accounting, and fixed income accounting. Weaver Consulting Group is not affiliated with Vanguard and/or their associates.

Walt Czaicki serves as a Senior Vice President and Senior Portfolio Manager for Equities at AB. He rejoined the firm in 2015, and has been working in the investment-management industry since 1986. Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer.Prior to rejoining AB, he worked on the buy side for a predecessor organization to Regions Financial, as well as at The Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from St. Louis University. He is a CFA charter holder. Weaver Consulting Group is not affiliated with Alliance Bernstein and/or their associates.

Jeff Mortimer was the director of investment strategy for Bank of New York Mellon Wealth Management. In this role, he led a team that set capital market expectations and was responsible for making asset allocation recommendations. Jeff has more than 35 years of experience in the financial services industry. Prior to this role, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.  Jeff is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. Jeff also serves on the advisory board for the Stephen D. Cutler Center for Investments and Finance at Babson College. 

Weaver Consulting Group is not affiliated with Dragonfly Asset Management and/or their associates.

Our guest speaker is Ira Carnahan from T Rowe Price. After his commentary, Jason will give an update on the banking sector. Ira is one of T Rowe Price’s top money managers representing the 50 billion Capital Appreciation fund. He has written for Forbes, spoken on CNBC, and is a very well-respected voice in the financial industry with over 17 years of experience. He holds a Masters of Arts in Government from Harvard University, and a Bachelor’s of Science from the Wharton School of Business in Economics.
Weaver Consulting Group is not affiliated with T Rowe Price and/or their associates.

Our guest speaker is Austin Graff, CFA, from DIVZ. Austin Graff, CFA serves as Managing Partner and Co-Chief Investment Officer for Titleist Asset Management. Prior to joining Titleist, Mr. Graff was a senior vice president and portfolio manager at PIMCO where he co-managed a suite of global equity strategies. Mr. Graff has over 15 years of investment experience.

Weaver Consulting Group is not affiliated with DIVZ and/or their associates.

Our guest speaker will is Dhruv Nagrath, CFA, VP from BlackRock. Dhruv is a Fixed Income Product Strategist within BlackRock's Global Fixed Income Group. He is primarily responsible for supporting BlackRock's U.S. Wealth Advisory clients in their use of bond ETFs. He partners with BlackRock's sales teams to deliver insights and thought leadership on fixed income markets and ETFs.

Weaver Consulting Group is not affiliated with BlackRock and/or their associates.

Jason Weaver recaps 2022 and gives a 2023 outlook.

Bill Puggini, CFA, is a senior portfolio specialist with Vanguard Financial Advisor Services™ (FAS) where he consults with advisors on investment thought leadership and Vanguard’s full range of investment solutions.

Bill joined Vanguard in 2008. Prior to his current role, he helped build out the Vanguard Advisor Portfolio Analytics & Consulting offer. He worked with advisors via data driven consultations to aid in the portfolio construction process, giving him extensive insights into how top advisors around the country construct their models.

Additionally, Bill served as an enterprise investment resource on strategic initiatives, such as the launch of factor-based ETFs, which included designing and implementing Vanguard’s factor analytics tools for the web. Bill earned a finance degree from the University of Arizona, and holds FINRA Series 6, 7, and 63 licenses, in addition to the Chartered Financial Analyst designation. Weaver Consulting Group is not affiliated with American Century Investments and/or their associates.

Elaine is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company's New York office.Elaine represents both the Multi-Asset Strategies and AC Alternatives disciplines for the firm. She is responsible for communicating investment strategies and results to clients and consultants. Weaver Consulting Group is not affiliated with American Century Investments and/or their associates.

Walt Czaicki serves as a Senior Vice President and Senior Portfolio Manager for Equities at AB. He rejoined the firm in 2015, and has been working in the investment-management industry since 1986. Czaicki’s roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a predecessor organization to Regions Financial, as well as at The Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from St. Louis University. He is a CFA charter holder.

Weaver Consulting Group is not affiliated with Alliance Bernstein and/or their associates.

Ira is one of T Rowe Price’s top money managers representing the 50 billion Capital Appreciation fund. He has written for Forbes, spoken on CNBC, and is a very well-respected voice in the financial industry with over 17 years of experience. He holds a Masters of Arts in Government from Harvard University, and a Bachelor’s of Science from the Wharton School of Business in Economics.

Weaver Consulting Group is not affiliated with T Rowe Price and/or their associates.

Ryan McNulty, Director and Senior Product Strategist, is the Lead Product Strategist for US Growth franchise within Fundamental Active Equity. In this role, he is responsible both for providing a link between investment teams and all client groups, and for providing insight on the Active Equities product platform. His role encompasses product strategy, business development and client communication for the Active Equity business and US Growth Team's high conviction suite of investment solutions.

Weaver Consulting Group is not affiliated with BlackRock and/or their associates.

Austin Graff, CFA serves as Managing Partner and Co-Chief Investment Officer. Mr. Graff has over 15 years of investment experience. Weaver Consulting Group is not affiliated with TrueShares and/or their associates.

Matthew Ko is a vice president of T. Rowe Price Associates, Inc., and a portfolio specialist in the multi-asset team in the Multi-Asset Division. He is the proxy portfolio manager for the suite of target allocation funds and strategies and communicates the firm's global capital markets outlook and asset allocation viewpoints. Mr. Ko has over 15 years of experience in the financial services industry, with a diverse background in financial analysis, securities analysis, portfolio management, and capital raising. 

Weaver Consulting Group is not affiliated with T Rowe Price and/or their associates.

Scott Welch is the CIO of Model Portfolios at WisdomTree Asset Management, a provider of factor-based ETFs and differentiated model portfolio solutions. In this capacity he oversees the creation and ongoing management of the WisdomTree model portfolio solution set.

Weaver Consulting Group is not affiliated with Wisdom Tree and/or their associates.

Elaine is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company's New York office.

Elaine represents both the Multi-Asset Strategies and AC Alternatives disciplines for the firm. She is responsible for communicating investment strategies and results to clients and consultants.

Weaver Consulting Group is not affiliated with American Century Investments and/or their associates.

Mr. Bowers is a vice president and credit product strategist in the Newport Beach office. Prior to returning to Newport Beach in 2020, he spent two years in the Hong Kong office to help expand PIMCO's credit business in Asia, with responsibility for global and Asia regional credit strategies. Previously, he covered investment grade and capital securities as a member of the credit product strategy team in Newport Beach. He joined the firm in 2007. He has 15 years of investment experience and holds an undergraduate degree in business-economics from the University of California, Los Angeles.

Weaver Consulting Group is not affiliated with PIMCO and/or their associates.

Dhruv is a Fixed Income Product Strategist within BlackRock's Global Fixed Income Group. He is primarily responsible for supporting BlackRock's U.S. Wealth Advisory clients in their use of bond ETFs. He partners with BlackRock's sales teams to deliver insights and thought leadership on fixed income markets and ETFs.
Weaver Consulting Group is not affiliated with BlackRock and/or their associates.