free webinar presented by pimco

Behavioral Finance: Managing Emotions for Better Outcomes. CE Credit Available.

Tuesday, March 26
1pm PST
John Nersesian, CFP®, CIMA®, CPWA®
Leah Bartell

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What You’ll Learn in This Webinar

Examine the behavioral bias that affect investor decision-making.

Identify solutions to help mitigate behavioral bias among your clients.

Gain steps and recommendations to reduce the impact on investor returns. 

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2019/03/26 12:00 PM

About The Hosts

John Nersesian, CFP®, CIMA®, CPWA®
Head of Advisor Education at PIMCO

John Nersesian is Head of Advisor Education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. John previously served as senior managing director of Wealth Management Services for Nuveen Investments from 2000 to 2018. He also served as a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants.

Mr. Nersesian has 35 years of investment and financial service experience and is an industry thought leader and frequent media contributor. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006-2017, and as chairman for the 2014-2015 term, and is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. John holds a BS in Business and Economics from Lehigh University and has earned the CFP, CIMA, and CPWA designations.

Leah Bartell
Director of Product Knowledge at Riskalyze
Leah Bartell is Riskalyze's Director of Product Knowledge. She oversees key growth initiatives and product positioning for Riskalyze & Autopilot.
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