Monthly Luncheon: 2020 Economic Outlook presented by Sean McCarthy, CFA of Wells Fargo

  • 12 Dec 2019
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)


Registration is closed

2020 Economic Outlook

Sean will be discussing the 2020 Outlook from Wells Fargo Investment Institute.  He will outline leading economic indicators and what they say about where we are in the cycle.  Sean will explore how these may continue or change trend in an election year with many uncertainties.  There are questions beyond the election itself including issues related to trade policy on many different fronts, as well as monetary policy both in the U.S. and from central banks abroad.  The U.S. consumer has been able to power domestic economic growth despite these issues that have weighed more heavily on business sentiment and investment.  How far can the consumer carry this expansion if other progress is not made, especially as confidence, job and wage growth have begun to show signs of fatigue?  Sean will address these topics including what should be done to prepare investment portfolios for such an environment.

Event Details


Thursday, December 12, 2019

11:30am to 1:00pm



Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014


(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to  

About Sean McCarthy, CFA

Sean McCarthy is the regional chief investment officer for the Southwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. McCarthy serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary. He is a voting member of both the Investment Policy Committee and the Investment Solutions Committee.

Prior to his current role, Mr. McCarthy served as the regional investment manager in the Northeast. He joined Wells Fargo through predecessor firm Wachovia where he held various investment roles including lead portfolio manager, regional investment manager, and founding member of the Option Strategies Group. Before joining Wachovia in 2002, he worked for PaineWebber in Princeton, New Jersey and for Capital Analyst in Radnor, Pennsylvania. Mr. McCarthy has more than 25 years of experience in financial services.

He earned a Bachelor of Business Administration in Finance from the University of Notre Dame, is a CFA charterholder, and member of the CFA Society Phoenix. Mr. McCarty is based in Scottsdale, Arizona. 

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

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