Joseph Zidle
Investment strategist
Joe Zidle is a Managing Director and the Chief Investment Strategist in the Private Wealth Solutions group. He has been on CNBC and is known for his ability to spot trends in reams of data.
He previously spent nearly a decade at Bank of America Merrill Lynch, most recently serving as Head of Investment Strategy for Global Wealth Management and Deputy Director of the Research Investment Committee, where he was responsible for creating and communicating global investment strategies to the firm's private client division across all major investment disciplines. He was also with Richard Bernstein Advisors, as an independent investment advisor, where he was responsible for portfolio strategy, asset allocation, investment management and marketing to major wealth management firms and independent RIAs.
Joe Zidle participated in the Economic Forecast For 2021 with Bryon Wien and Joe Zidle, on February 15 2021. Wien and Zidle provide a special forecast on the economy and the markets given the many unusual factors - Covid, a new Administration and the continued political divide, raging unemployment, etc. What are we likely to see in the next few months and what can we hope for?
