Bulls or Bears: Market Forecast for 2026

02/26/2026
11:30 – Doors Open
12:00 – Lunch Begins

The Charlotte City Club

121 W Trade St. 31st Floor

Charlotte, NC 28202

Mona Mahajan is a Principal and the leader of the Investment Strategy team at Edward Jones. She helps develop and communicate the firm’s macroeconomic and financial market views, and creates impactful thought leadership to help clients meet their long-term financial goals. She is also a voting member of the asset allocation team, supporting the firm’s strategic and opportunistic portfolio allocation decisions.

Mona’s experience in the financial services industry spans equity and fixed income analysis, global investment strategy, and portfolio management. Prior to joining Edward Jones, she served as U.S. Investment Strategist at Allianz Global Investors for nearly five years.

She appears regularly on financial media, including CNBC and Bloomberg TV, as well as in print publications such as The Wall Street Journal and Barron’s.

Mona holds bachelor’s degrees in finance and computer science from the Wharton School and the School of Engineering at the University of Pennsylvania, and an MBA from Harvard Business School.

She lives in New Jersey with her husband and two children, Rishi and Riya. She enjoys traveling and being actively involved in her children’s activities.