Private Wealth Investment Outlook 4Q23

November 01, 2023

On October 18 we hosted a webinar featuring Shannon Saccocia, CFA, CIMA, Chief Investment Officer – Private Wealth, in conversation with Joe Amato, President and CIO—Equities, Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income. The team discussed their outlook for the final innings of 2023, as well as their thoughts on the current headwinds unfolding in the markets.

We were also joined by Stephanie Luedke, Head of NB Private Wealth, who shared the latest happenings at the firm.


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