Please join us for an Economic and Financial Market Outlook presented by Anthony Valeri and California Bank & Trust and Zions Wealth Management. Anthony will cover the economy, the outlook for stock and bond markets, and key themes for 2024.

ANTHONY VALERI, DIRECTOR OF INVESTMENT MANAGEMENT, ZIONS WEALTH MANAGEMENT 

Anthony chairs the firm's Investment Committee and is responsible for all aspects of investment management including portfolio construction, due diligence, asset allocation, investment analysis, and investment communications. In addition, he also serves as a portfolio manager and helps manage high-net-worth client accounts. Prior to joining the firm, Anthony was a Senior Vice President and investment strategist at LPL Financial where he was responsible for developing and articulating investment strategy. He received a Bachelor of Arts degree in Economics from the University of California at San Diego. Anthony has 31 years experience in the industry and is a Chartered Financial Analyst (CFA).