2026 Outlook - The Future of Investing: Key Themes Reshaping the Global Economy - Santa Barbara Estate Planning Council
2026-01-28 00:30 - 03:00 UTC | Santa Barbara Club
Mr. O"Flaherty will deliver a comprehensive presentation on Channel Wealth's economic and market outlook for 2026, offering insights to highlight risks and opportunities in the year ahead.

Joe O'Flaherty MBAâ

As Chief Investment Officer for Channel Wealth, Joe leads portfolio management, trading, research, and market analysis for the firm’s advisor teams and clients. Joe brings 25 years of extensive experience with deep analytical skills in security selection and portfolio construction. Most recently Joe worked as portfolio manager for Nuveen’s International equity division where he developed a retail and institutional fund for large endowments and pension clients, growing from $1mln in seed money to $4.5bln in assets. Prior to Nuveen, Joe began his career with Howard Capital constructing portfolios for high-net-worth clients.â

Joe received his M.B.A from Graziadio School of Business at Pepperdine University, and a B.A. in Political Science at U.C. Santa Barbara. . Joe lives in Santa Barbara with his wife and two children. When he’s not working, Joe coaches AYSO teams, skis, attends UCSB games as a proud Gaucho and competes in Ironman triathlon races for fun. In addition, he is on the board of directors of Girsh Park and Santa Barbara Swim Club.

About Chanel Wealth

Channel Wealth, LLC is a Registered Investment Advisor (RIA) under the Investment Company Act of 1940. Channel Wealth is based in Santa Barbara, CA and manages $1B+ of client assets as a fiduciary.
