What makes Jeff qualified to lecture on the subject?

Jeff has had the privilege of serving as Chief Technical Analyst for several nationally recognized brokerage firms including Lehman Brothers, PaineWebber Inc., UBS/PaineWebber, and UBS.  His speaking capabilities, integrity, and genuine desire to help both advisor and client improve their investment results earned him unwavering respect and a broad national following. He was regularly invited to share his insights at financial advisor and client seminars, national and divisional sales and management meetings, executive functions, advisor trips, professional organizations, and multiple educational venues.

 

While at Lehman Brothers, Jeff appeared as the featured guest on Wall Street Week with Louis Rukeyser – a highlight of his career. At PaineWebber, he was selected to serve on their Focus List Stock Selection and Risk Management committees.

 

His book, Relationship Investing – Stock Market Therapy For Your Money, was published in 2017. It uses life’s experiences and personal interactions as the common denominator to make the market’s movements and mannerisms relatable to a broad audience. It’s an easily understandable and engaging text for audiences across the investing spectrum. The book also discusses risk management, the key in any investment approach and something that needs to be emphasized in the financial education arena. It was named 2018’s “Best Investment Book of the Year” by the 2018 Stock Trader’s Almanac.

 

Over his career, Jeff has fielded more than 200,000 stock and market inquiries spanning a highly varied array of situations and circumstances from both financial advisors and institutional accounts across the country. In-house sales and trading desks, multiple media outlets, seminar participants, and numerous investment professionals have also sought Jeff’s counsel.

 

Jeff has been the keynote speaker for Merrill Edge, and a featured presenter for Wells Fargo Advisors, the National Association of Active Investment Managers (NAAIM), and the Money Management Institute conference in New York City. He has appeared on CNBC’s Squawk Box, Fast Money, Talking Numbers, and Trading Nation shows. In addition to having appeared on Bloomberg television’s Technically Speaking, Chart Attack, Charts Go, and What’d You Miss broadcasts, Jeff is a guest on Bloomberg Radio. He has also been quoted in Barron’s and Barron’s On-Line. Jeff has addressed finance classes at Cornell University’s Johnson Graduate School of Management, New York University Business School, Muhlenberg College, and Endicott College, and spoke to the New York City school teachers for the nationally recognized Stock Market Game. He was also the featured speaker for the American Institute of CPA’s (AICPA) and a guest presenter at the annual American Association of Individual Investors (AAII) conference. Jeff has taught technical analysis to both local and international audiences, and served as a guest presenter on stock market panels. His articles have been featured in MarketWatch, the American Association of Individual Investors, and the Market Technician’s Journal publications.

 

Jeff has been a member of the Market Technicians Association since 1984, and earned his Chartered Market Technician (CMT) designation in 1989.  

 

The upbeat, humorous, entertaining, and informative nature of his market stories, experiences, and lessons linger with audiences for years to come.

As Jeff is fond of saying, the only guarantees in the business of investing in the stock market are hard work and losses. The key lies in how you control the latter. On that note, here’s to wishing you well in your stock market endeavors, and hoping that you’ll consider Jeff the next time you’re in the market for a motivational speaker.

 

Testimonials about Weiss' talks...

 

“Never go on stage immediately before or immediately after Jeff. The audience will only remember Jeff.” 

 

“I returned and wanted to say a quick THANK YOU! In following up with...they could not have been more complimentary about the evening. The discussion and your thoughtful engagement with each client was exactly on point. I hope you found the group as engaging as they did you. All were delighted and especially appreciated the book signing! We all thoroughly enjoyed working with you from beginning to end.”

 

“His seminars have always been beneficial and motivating. Jeff has tremendous energy and if he can’t motivate a person then it can’t be done.”

 

“Your presentation was extraordinary. The Investment Club met last night and they were more enthusiastic about your presentation than they have been for any other speaker.”

 

“We’ve received a ton of really positive feedback, a testament to your enthusiasm for when you present.” (Web broadcast)

 

“Just wanted to tell you that I recently had the opportunity to view the MTA (Market Technician’s Association) presentation you recently gave and I thought it was the best one I have ever seen.”

 

“Give this guy another hour. To hell with lunch.”

 

“We have heard nothing but praise about your presentation, and only hope that you enjoyed speaking to us as much as we enjoyed listening to you. Again, thank you and we look forward to having you as a speaker again”.

 

”Please accept this letter as reference to Jeff’s unique ability to public speak. He is a great person and I highly recommend him as a professional speaker.”

 

“We wish to thank you for your magnificent presentation last night on the history of the capital markets at our seminar.”

“Everything went well at the conference, you were a huge value add.”

“It was indeed a pleasure meeting you Jeff. You are quite a dynamo and were well received”. “Yesterday was a big hit!”

 

©2018 by Jeffrey S. Weiss, CMT.