Barbara C. Attardo

Barbara C. Attardo

  • Partner
  • Daintree Advisors LLC

Barbara C. Attardo is a Partner at Daintree Advisors, joining the firm in August of 2011. With over 20 years of experience servicing the complex needs of high and ultra high net worth individuals and families, Barbara is skilled in … Continue reading

Michael Baney, CIMA

Michael Baney, CIMA

  • District Director, Northeast
  • Allianz Life Financial Services, LLC

Northeast District Director Michael Baney of Allianz Life Financial Services, LLC has over 30 years of financial services industry experience. He guides financial professionals in creating retirement strategies that help their clients meet their long-term financial objectives, in a variety … Continue reading

Charles S. Bean III

Charles S. Bean III

  • President and Director of Wealth Management
  • Heritage Financial Services

Chuck is committed to managing a fully independent, autonomous financial advisory firm. Along with executive management responsibilities, he is the financial advisor to the firm’s largest clients and, as an entrepreneur, is the primary generator of new business development. He … Continue reading

Tamara Ann Burden

Tamara Ann Burden

  • Principal and Managing Director, Pensions & Endowments
  • Milliman Financial Risk Management LLC

Tamara is a principal and financial risk management consultant with Milliman Financial Risk Management LLC. She joined the firm in 2004. Since joining Milliman, Tamara has led a number of high-profile hedging and product development initiatives for retirement savings guarantees, … Continue reading

John Carl

John Carl

  • President/Founder
  • Retirement Learning Center

John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education, and Executive Director … Continue reading

David D’Amico

David D’Amico

  • President and Chief Market Strategist
  • Braver Capital Management

Mr. D’Amico is President and Chief Market Strategist. He is responsible for overall firm business policy and management while setting broad investment and market philosophy. He is actively involved in the daily portfolio management process along with the investment team. … Continue reading

Ron DeLegge

Ron DeLegge

  • Editor
  • ETF Guide

Ron DeLegge is the Editor at ETFguide.com and a long-time contributor to Research Magazine’s ETP Reporter. Mr. DeLegge worked as an independent investment advisor for 11 years and knows how individual investors think. He is also the host and producer … Continue reading

David M. Duchesneau

David M. Duchesneau

  • Founder and President
  • Argent Wealth Management

Prior to founding Argent Wealth Management, Dave gained extensive experience specializing in tax and financial planning for high net worth individuals and businesses at Arthur Andersen & Co. Dave received a B.S.B.A in accounting from Bryant University and a J.D. … Continue reading

Charles D. Ellis

Charles D. Ellis

  • Bestselling Author and Founder
  • Greenwich Associates

Charles D. Ellis (New Haven, CT) was founder and for 30 years the managing partner of Greenwich Associates, the international business strategy consulting firm that serves virtually all the leading financial service organizations around the world. He is the author … Continue reading

Harold Evensky

Harold Evensky

  • President, Evensky & Katz Wealth Management
  • Adjunct Graduate Professor of Personal Financial Planning, Texas Tech University

Mr. Evensky is the President of Evensky & Katz. Prior to forming his own company, he served as a Vice President of Investments with major investment banking firms. Mr. Evensky received his Bachelor’s and Master’s Degrees in engineering and business from Cornell … Continue reading

Charles J. Farrell

Charles J. Farrell

  • CEO
  • Northstar Investment Advisors, LLC

Charlie’s practice focuses on assisting individuals with the management of their personal wealth. His services include portfolio investment management, retirement income management, wealth transfer and portfolio tax planning. Prior to working as an investment advisor, Charlie was a tax attorney … Continue reading

Gregory Friedman

Gregory Friedman

  • Co-founder and President, Private Ocean
  • Founder and President, Junxure

Greg is co-founder and president of Private Ocean, one of the West Coast’s leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver … Continue reading

Bob Glovsky

Bob Glovsky

  • Vice Chair and Senior Financial Counselor
  • The Colony Group

Bob Glovsky is Vice Chair and a Principal of The Colony Group. Prior to joining The Colony Group in July 2012, Bob was a founder and the President of Mintz Levin Financial Advisors, which provided wealth management and investment advisory … Continue reading

Matthew Greenwald

Matthew Greenwald

  • President
  • Matthew Greenwald and Associates

Mathew Greenwald is the President of Mathew Greenwald & Associates, a market research firm, founded in 1985, that specializes in retirement and financial services issues. He has a Ph.D. in sociology from Rutgers University. Dr. Greenwald was a Congress-appointed delegate … Continue reading

Justin McNamara

Justin McNamara

  • Chief Investment Advisor
  • McNamara Financial Services

Justin J. McNamara is the Chief Investment Advisor for McNamara Financial Services. He received his Certified Financial Planner (CFP) designation in 2010 and his Life, Disbility, and Long Term Care Insurance License in 2002. Justin graduated from Providence College with … Continue reading

Olivia Mellan

Olivia Mellan

  • Therapist, Consultant and Author

Olivia Mellan, a speaker, coach and business consultant, is the author with Sherry Christie of “The Client Connection: How Advisors Can Build Bridges That Last,” available through the Investment Advisor Bookstore at www.invest-store.com/investmentadvisor. She also offers money psychology teleclasses and … Continue reading

Tim Merckel

Tim Merckel

  • Managing Principal and Chief Compliance Officer
  • TFC Financial Management

Timothy Meckel joined TFC Financial Management in 2012 as a Managing Principal. He is also the Chief Compliance Officer. Mr. Meckel provides comprehensive financial planning and investment advisory services for a select number of clients and is a member of … Continue reading

Greg Miller

Greg Miller

  • CEO and Co-CIO, Wellesley Investment Advisors
  • Co-Manager, Miller Convertible Fund

Greg Miller co-founded Wellesley Investment Advisors, Inc. in 1991 to help clients address the challenge of pursuing investment performance while protecting their portfolios. Under his leadership, WIA has become one of America’s leading investment management firms, providing investors with advice … Continue reading

Michael Miller

Michael Miller

  • Co-Chief Investment Officer
  • Wellesley Investment Advisors, Inc.

As Co-Chief Investment Officer of Wellesley Investment Advisors, Inc. and Co-Manager of the firm’s convertible bond mutual fund, Michael is an integral part of the firm’s investment team. He is responsible for convertible research and product development, analyzing and monitoring … Continue reading

Gavin Morrissey, JD, LLM

Gavin Morrissey, JD, LLM

  • Senior Vice President, Wealth Management
  • Commonwealth Financial Network

As senior vice president of wealth management, Gavin manages Commonwealth’s Advanced Planning, Annuities, Insurance, and Retirement Consulting departments while also coordinating interdepartmental efforts across the firm’s wealth management platform. Since joining Commonwealth in 1998, he has worked in various departments … Continue reading