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Behavioral Science and Volatility
PIMCO Education

Behavioral Science and Volatility(video)

Behavioral Science and Volatility

During periods of market volatility, investors often focus on short-term returns instead of long-term goals. This video reviews how financial professionals can help guide investors, thus reducing negative consequences of emotional decision making and providing valuable guidance. Interested in additional Behavioral Science resources? Visit pimco.com/advisoreducation

Using Behavioral Finance to Reach Clients’ Goals
PIMCO Education

Using Behavioral Finance to Reach Clients’ Goals(video)

Using Behavioral Finance to Reach Clients’ Goals

Get insights into key concepts in behavioral finance, the common biases affecting investors and how leading financial advisors are mitigating the impact of these biases on their clients with John Nersesian, head of advisor education. Interested in more materials on the topic?

VISIT ADVISOR EDUCATION

Delivering Alpha: The Value of Professional Advice
PIMCO Education

Effective Discovery and Women Investors(video)

Effective Discovery and Women Investors

John Nersesian, Head of Advisor Education, and Mary Hoppe, SVP Account Manager discuss the importance of client discovery and offer effective tips for working with women investors. 

Interested in additional education for advisors and their investor clients? Visit pimco.com/advisoreducation.

Behavioral Science in Uncertain Times

John Nersesian

Head of Advisor Education


Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.