Angelo is a senior investment strategist responsible for analyzing market conditions\, assessing economic trends and developing portfolio strategies and recommendations that help investors work toward their long-term financial goals. He is also a voting member of the group supporting the firm'\;s strategic and opportunistic portfolio allocation decisions.
\n\nAngelo has over 15 years of investment experience spanning roles in trading\, equity research and global investment strategy. He joined Edward Jones in 2014 as an associate analyst in Equity Research\, covering the industrial and consumer sectors. He then joined the Edward Jones Investment Strategy team in 2018.
\n\nPrior to Edward Jones\, Angelo worked in New York as an equity trader and held roles at HSBC and Ameriprise Financial.
\n\nAngelo graduated magna cum laude with a bachelor&rsquo\;s degree in business administration from Athens University of Economics and Business in Greece and received a master of business administration with concentrations in finance and investments from Minnesota State University. He is a CFA®\; charterholder and member of the CFA Institute and the CFA Society of St. Louis.
\n\nAngelo is a contributor to Edward Jones Market Insights and has been featured in financial media\, including CNBC\, \;The Wall Street Journal\, \;Barron'\;s \;and \;FORTUNE.
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Amy Theisen joined Edward Jones&rsquo\; Client Needs Research team in 2021. She is the senior strategist for Estate and Legacy and currently leads the Estate and Legacy analyst team within Client Needs Research. The Client Needs Research team develops and communicates advice and guidance for client needs\, including retirement\, education\, preparing for the unexpected and leaving a legacy. Amy is a member of the Investment Policy Committee&rsquo\;s (IPC) Client Needs Working Group (CNWG)\, which provides oversight of IPC financial planning advice and guidance for the U.S.
\n\nAmy has over 25 years of experience in the financial industry. Prior to joining Edward Jones\, Amy worked as the senior director of planning for the Mountain Midwest region of the Wells Fargo Private Bank. Previous roles at Wells Fargo also included national\, regional and individual wealth-planning positions.
\n\nAmy graduated from Marquette University in 1994 with a bachelor&rsquo\;s degree in business administration with an accounting specialization. She earned a master of accounting degree with a taxation focus from the University of Kansas in 1996.
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Sandy Miller is an award-winning American journalist and news anchor. Sandy recently retired from FOX 2 news at 6 p.m. and anchor for FOX 2 Newsedge at 10 p.m. She also served three years as the director of marketing for Koplar Communications prior to her anchoring and reporting duties.
\n\nIn addition to news media\, Sandy has spent over 10 years in corporate television working for Anheuser-Busch\, STIHL-TV\, Lutheran Church-Missouri Synod and many others.
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