Jeffrey Mortimer

Director of Investment Strategy, BNY Mellon Wealth Management

General Session: Economic & Financial Market Outlook

Jeff Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management, will share insights on the complex relationship between investor behavior and the economy and financial markets. During this unprecedented time, today’s headlines focus on the most immediate issues, but investors must keep an eye on the longer term. With a broadened understanding of the economy, intersection of markets and business cycles, and trends in M&A, you will gain unique perspective into building  a portfolio designed to leverage opportunity and avoid risk in the years ahead.


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Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families. He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. He serves on the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College.