Jeffrey Kleintop, Charles Schwab’s Chief Global Investment Strategist, joined Planning Alternatives President, Nathan Mersereau, for a thoughtful conversation on current issues impacting global financial markets and economic dynamics.
Together, they discussed the ripple effects of rising tariffs, the performance of U.S. and international financial markets, the transformative role of AI in the economy, and why diversification remains a cornerstone of long-term strategy.
Thank you to Jeff for sharing his insights — and to all who attended for the smart questions and engaging discussion.
About Jeffrey Kleintop, CFA:
Jeffrey Kleintop, CFA is Charles Schwab’s Chief Global Investment Strategist. In this role, Jeffrey provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Charles Schwab, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron's, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today's Changing Financial Markets, published by John Wiley & Sons in 2006.
Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received an MBA from Pennsylvania State University and earned a B.S. in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA) charterholder.
