A Journey Through Economic Times; Tax Planning & Family Wealth Planning
Lunch will be served in the room from 11:45 to 12:45
Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. 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 he 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 has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.
Mr. Goldie is a vice president and account manager in teh Austin office and a member of the private client group within PIMCO's global wealth management team. He is responsible for covering strategic relationships with registered investment advisers, family offices, private banks, adn trust companies. He joined PIMCO in 2016. He has eight years of investment and financial services experience and holds an MBA from the McCombs School of Business at the University of TX at Austin and a bachelor's degree from the California Polytechnic State University, San Luis Obispo.
