FPA of Michigan Fall Symposium
Meet our Speakers
Meera Pandit
J.P. Morgan Asset Management Global Market Insights Strategy Team
Meera Pandit, Vice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, conducting research on the global economy and capital markets, and running economic forecasts. She is also responsible for publications such as the Guide to the Markets, and is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions.
Meera joined the firm in 2011 as an analyst in J.P. Morgan’s Private Bank in New York, where she served ultra-high and high-net worth clients. She has also held business strategy roles in Asset Management in New York and London.
Meera earned a B.A. in English from Tufts University and holds Series 7 and 63 licenses. She is a CFA charterholder. Meera was featured as Market Watch’s “Forecaster of the Month” in February 2020.
Leon C. LaBrecque, JD, CPA, CFP®, CFA
Sequoia Financial Group
Leon C. LaBrecque, JD, CPA, CFP®, CFA is a venerated commentator on financial planning and tax topics. Leon has practiced for over 40 years, started the first MSF program in the country, worked with CPA across the nation on Continuing education and built a successful wealth management firm that has merged into Sequoia Financial group, a $7.2B independent RIA. Leon is a regular Forbes.com contributor, has over a thousand media mentions, and appear on CNBC, Yahoo Finance and Bloomberg. In his spare time, he fly fishes, hunts upland bird, build boats, and tends his horse farm.
Bill Dillhoefer
President and CEO of Net Worth Strategies
Bill has been with the firm since 2000 and became its CEO in January 2018. His firm provides professional equity compensation risk analysis and tax planning tools. Bill is responsible for all business and product development activities for their industry acclaimed “StockOpter” platforms. His goal is to help advisors and their clients make timely, informed, and profitable company stock and option decisions. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Before coming to Net Worth Strategies, Bill spent over 25 years working in the technology and financial-services industries.