RMES: Session IV

VIDEO July 10, 2015

Speaker / Author

Mary Ann Bartels

Chief Investment Officer of Portfolio Solutions, Bank of America Merrill Lynch’s Investment Management and Guidance

Mary Ann Bartels is the Chief Investment Officer of Portfolio Solutions within the Office of the CIO for Bank of America Merrill Lynch’s Investment Management and Guidance (IMG). She is responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm’s financial advisors and clients. Additionally she is leading the marketing and communications for IMG’s content platform, product launches and publications.  Formerly, she was Head of the U.S. Technical & Market Analysis department at Bank of America Merrill Lynch Global Research.  Mary Ann brings over 25 years of investment experience to this role. During her ... Read More

Christopher Whalen

Chairman, Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Christopher is a member of FINRA and is associated with J.V.B. Financial in New York. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the firm’s Financial Institutions and Corporate Ratings Groups. He was a co-founder and principal of Institutional Risk Analytics from 2003 through 2013. Over the past three ... Read More

Bill Dunkelberg, Ph.D.

Chief Economist, National Federation of Independent Business (NFIB)

William Dunkelberg is professor emeritus of economics in the College of Liberal Arts, Temple University, where he served as dean of the School of Business and Management from 1987 through 1994 and as director of the Center for the Advancement and Study of Entrepreneurship. He served as the Global Interdependence Center’s Chairman for 20 years. He currently serves as chief economist for the National Federation of Independent Business (300,000 member firms; since 1971). His prior appointments were at the Krannert Graduate School of Management, Purdue University, the Graduate School of Business, Stanford University and the Survey Research Center at the ... Read More

Jerry Webman, Ph.D.

Chief Economist, OppenheimerFunds, Inc.

Dr. Jerry Webman is chief economist at OppenheimerFunds, Inc. In this capacity, Dr. Webman provides strategic viewpoints on the overall financial and economic markets to investment management and the financial advisor and investor communities. Previously, he served as director of fixed income, where he oversaw portfolio managers, analysts and traders managing fixed income assets. For nearly 30 years, Dr. Webman has been involved in the investment and economic markets—as a researcher, a financial advisor for state and local governments, and a portfolio manager. Prior to joining OppenheimerFunds in 1996, Dr. Webman was managing director and chief investment strategist at Prudential Mutual ... Read More