A turbulent Q1 saw heightened volatility and market declines. Inflation, Federal Reserve (Fed) policy, tariff tensions, and trade uncertainty are shaping market dynamics. The financial landscape is both challenging and full of opportunity.

Join us for the next installment of our quarterly webcast, Q2 2025 Investing Insights: Macro and Markets, for a candid discussion with key members of our investment strategy team.

With data-driven insights and a breakdown of events shaping markets, we’ll examine strategies to navigate the year ahead with confidence. Key topics we’ll explore include:

• Portfolio considerations for stability amid pullbacks
• Tariff and trade policy implications
• State of the consumer as a glimpse into economic health
• Public and private market investment opportunities

Michelle Walker, CFA®, Managing Director; Chief Investment Officer, Moss Adams

Michelle has worked in the financial services industry since 1993, and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As chief investment officer, Michelle leads the Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She’s primarily responsible for aligning investment research and analysis to serve the needs of clients.

Dominic Cellitti, CFP®, MBA, MSF, Senior Financial Advisor, Moss Adams

Dominic has provided financial planning solutions and investment advice to clients since 2013. Primarily serving closely held businesses, executives, and families, Dominic helps clients prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.