The CFG Podcast Series: Retirement Planning Costanzo Financial Group (CFG)

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series
Brian Levitt is responsible for the development and communication of the firm’s investment outlooks and insights. He is also the co-host of Invesco’s “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

American Funds (Capital Group) equity and multi-asset investment director, Mario DiVito, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series.
Mario DiVito has 33 years of investment industry experience and has been with Capital Group for 17 years. Prior to joining Capital, Mario was a relationship manager at MFS Investment Management. Before that, he was a research analyst and an investment consultant at SEI Corporation.

BlackRock’s Senior Strategist for North America, Kurt Reiman, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series.
Kurt Reiman, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII’s tactical investment views and delivers the team’s macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada.

Investment Advisor Representative Matthew A. Costanzo provides a midyear outlook and looks ahead to what we can expect in the rest of 2022 in the latest episode of the CFG Podcast Series.

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides another market and economy update on the latest news.