Come out and network with your colleagues and enjoy the presentations:

Technical Overview of the Financial Markets for 2023

Fred Meissner, CMT is the founder and President of The FRED Report. His professional career spans 40 years in the investment business. He has a multifaceted background encompassing market analysis, trading strategies/portfolio management and business development/relationship management in diverse environments. He is known as a creative and intuitive thinker who leverages extensive knowledge of financial markets and economic trends to consistently generate significant profits. A team builder and leader who has a track record of successfully guiding groups towards organizational goals, Fred has high multicultural awareness and knowledge of international business practices acquired through extensive travel and education abroad. 

Fred’s working career includes senior market analysis positions at The Robinson – Humphrey Company (at the time, the largest regional brokerage in the United States), Merrill Lynch and Co., Inc. (at the time, the largest national brokerage in the United States), and four years as President of the Market Technicians Association (the largest association of professional technical analysts in the world). While President of the MTA, that organization moved to a new structure encompassing the hiring of professional managers, and successfully changed Sarbanes-Oxley to include the CMT (Chartered Market Technician) designation as an exemption to the Series 86 requirement for financial analysts. This effectively placed the CMT on par with the CFA (Chartered Financial Analyst), thus making Technical Market Analysis and traditional Fundamental Analysis equal in the eyes of FINRA and in the securities laws of the United States of America.

2023 Market Outlook: A Market in Constant Sorrow

David Wagner III, CFA

David Wagner III, CFA is a member of the Aptus Investment Committee and is responsible for equity research, selection, the evaluation of macro-level trends, and advising about the current market environment.

Prior to joining Aptus, David worked with both Opus Capital Management and Driehaus Capital Management where he was responsible for conducting research and analysis for various small and microcap equity strategies. David is a regular contributor on CNBC, Fox Business, Bloomberg, WSJ, and Barrons.

David is a CFA Charterholder and a member of the CFA Society of Cincinnati. He earned his BS in Accounting and BBA in Finance from the University of Kentucky. He also earned his MBA specialized in Finance from Xavier University in Cincinnati, OH.

David resides in Mt. Lookout, Ohio with his well-accomplished dog, Saddie. He enjoys hunting, fishing, and all things Cincy sports. Outside of work, you will find David working on his farm and treating himself to a nice glass of bourbon.