Editorial Advisory Board
Investment and Wealth Monitor
Learn about the financial experts who help curate the Investment and Wealth Monitor.
Editorial Advisory Board
Moe Allain, RMA®, CPWA®, AAMS®, Vice President, Financial Advisor, Baird - Private Wealth Management, Baird Retirement Management, Evans-Allain-Crumley Group, Houston, TX
Michael Andrews, CFA®, CAIA®, New York, NY
Philip L. Fazio, CIMA®, CFP®, Senior Consultant, Merrill Lynch, Fort Lauderdale, FL
Chad Hauser, CIMA®, CPWA®, RMA®, ChFC, Financial Advisor, Ameriprise Financial, RoseStone Wealth Advisors, Shreveport, LA
W. Chris Jenkins, CIMA®, CPWA®, Regional Vice President, American Funds Distributors, Franklin, TN
Maria Katsileros, CIMC®, Client Portfolio Manager, Aristotle Capital Boston, Boston, MA
Greg Khost, Managing Director, Head of Private Wealth Management Sales, Neuberger Berman, New York, NY
Lance Lehman, CFP®, CIMA®, CPWA®, Vice President, Senior Wealth Adviser, Compound Planning, Tampa, FL
Desiree Maldonado, CIMA®, CPWA®, CFP®, Financial Consultant, Popular Securities, LLC, San Juan, Puerto Rico
Robert Powell, CFP®, RMA®, Editor-in-Chief, Retirement Management Journal, Swampscott, MA
Bruce Stewart, CIMA®, CAIA®, Founder, SRS Family Office Advisory, Boston, MA
Brian Ullsperger, CIMA®, AIF®, Managing Director, Anderson, Montara, CA