Summit Insights: Making Connections

 Making Connections: Looking back at economic and market indicators to understand the future

The numbers don’t lie – investors most often do not act in their own best interest.  Human nature and emotions frequently drive individual investors to buy when an investment is most expensive and then sell when that investment stumbles. Success in investing requires discipline, a long-range perspective and a contrarian perspective. Throughout his 25 year career, Jeff Mortimer, Director of Investment Strategy for BNY Mellon Wealth Management, has explored into how investor behavior correlates to market challenges and opportunities. Jeff’s clear-eyed research, assembled over multiple years and across all market cycles, shows that investor behavior and market and economic fundamentals follow a remarkably repeatable pattern.  Fear and euphoria play equal roles as do interest and employment rates. Jeff’s research also reveals how market cycles drive opportunities for business owners and advisors when considering whether to sell or hold onto an existing business interest.  And while there is certainly no crystal ball when it comes to investing, a surprising amount can be learned by looking to history when it comes to thinking ahead.

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Jeff Mortimer

Jeff 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. Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.

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.

About BNY Mellon Wealth Management:

BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. We focus on protecting and growing our clients’ wealth through customized strategies and services. An important aspect of wealth protection is helping our clients through transitions—and exiting a business is one prime example of when families need a strong team supporting them.

For more information go to or follow us on Twitter @BNYMellonWealth.