RMA Education Capstone

Retirement Management Advisor Education Capstone is a two-day, in-person event offered in an executive education format. Presented concurrently with the Institute’s Annual Conference Experience–ACE (May 2019) this Capstone provides a deeper application of knowledge and skills learned in the RMA online course facilitated by leading Ivy League academics, as well as experienced practitioners.

Adam Grant, Ph.D., Saul P. Steinberg Professor of Management

The Wharton School

Adam Grant, Saul P. Steinberg Professor of Management, The Wharton School, is a professor of psychology and leading expert on how we can find motivation and meaning. His three New York TImes bestselling books have been translated into 35 different languages. His newest book, Originals, explores how individuals champion new ideas and leaders fright groupthinking. Dr. Grant earned his Ph.D., University of Michigan, and his B.A., Harvard University.

Arun Muralidhar, Ph.D., Co-Founder

Mcube Investment Technologies LLC

Arun Muralidhar, co-founder, Mcube Investment Technologies LLC, co-founder and client service manager, AlphaEngine Global Investment Solutions, is a nationally-recognized leader in pension reform, asset allocation and currency management. The author of Innovations in Pension Fund Management and A SMART APPROACH to Portfolio Management, and co-author of Rethinking Pension Reform, and editor, European Pension Reform, assists institutional investors in asset allocation, currency management, and external management oversight through customized investment advice.
 

Bob Powell, Editor

Retirement Management Journal

Robert Powell is longtime financial journalist and a regular contributor to TheStreet.com, USA Today, The Wall Street Journal, and MarketWatch. He serves as editor of TheStreet’s Retirement Daily and as editor of the Retirement Management Journal, a peer-reviewed professional journal. He was instrumental in developing the Retirement Management Advisor℠ designation. Previously, he served as editor of Retirement Weekly; managing director of Dalbar, where he was responsible for all aspects of the firm's publishing company: Mutual Fund Market News, Variable Annuity Market News, The Journal of Mutual Fund Services, Registered Investment Advisor, Visionaries, and Advice, Trust & Money; and managing director of Acadient, an online financial education company. He has also servedas host or co-host of several television, radio and internet chat programs, including “Consumer Portfolio” on Boston Cablevision, “Talk of New England” on New England Cable News, “The Money Manager” on WMEX-AM Boston, and “FundWire” on AmericaOnline. The co-author of Decoding Wall Street and author of 20 Tips for Retirement Investors, he earned a bachelor's degree from Marquette University and a master's degree in journalism from Boston University College of Communication/ School of Management.
 
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Cam Marston, President

Generational Insights

Cam Marston, president, Generational Insights, is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years.

Dana Anspach, CFP®, RMA®, Founder and CEO

Sensible Money, LLC

Dana Anspach, founder and CEO, Sensible Money, LLC, founded her fee-only registered investment advisory firm with the goal of providing the type of planning needed to align her client’s finances for their transition out of the work force. She is the author of Control Your Retirement Destiny and Social Security Sense.
 

Devin Ekberg, CFA®, CIMA®, CPWA®, Chief Learning Officer and Managing Director of Content Development

Investments & Wealth Institute

Devin Ekberg, CFA®, CIMA®, CPWA® oversees the development and delivery of Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.
 

Herman Brodie, Founder

Prospecta Limited

Herman Brodie, founder, Prospecta Limited, has spent over a decade in investment banking roles in London, Paris and in Frankfurt. In 2000 he co-founded his first company, Cognitrend, a consultancy to advise financial institutions on the utilisation of behavioural finance research. He has pursued this goal since 2013 as Managing Director of Prospecta Limited. Brodie is a co-author and lecturer of 'A Practical History of Financial Markets', a course aimed at investment professionals, developed for the Edinburgh Business School's MBA programme, and has penned numerous articles on behavioural finance.

Marci Rossell, Ph.D., Journalist & Economist

Marci Rossell, journalist and economist, electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Formerly the chief economist for CNBC, Dr. Rossell takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers. Prior to her career in broadcast journalism, she served as corporate economist and investment spokesperson, OppenheimerFunds, and was an expert witness for Deloitte and Touche. She began her career as an economist with the Federal Reserve Bank of Dallas. Dr. Rossell earned a Ph.D. in economics, Southern Methodist University.

Michael Guillemette, Ph.D., CFP®, Assistant Professor

Texas Tech University

Michael Guillemette, assistant professor, department of personal financial planning, Texas Tech University, focuses his research on client risk assessment and the demand for insurance.  Quoted frequently by national media, Professor Guillemette previously served as an assistant professor at the University of Missouri.  He earned a bachelor’s degree, University of Georgia, and a master’s degree and doctoral degree in personal financial planning, Texas Tech University.

Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, Partner and Director of Research

Pinnacle Advisory Group

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

Raghuram Rajan, Ph.D., Katherine Dusak Miller Distinguished Service Professor of Finance

Chicago Booth

Raghuram Rajan, Katherine Dusak Miller Distinguished Service Professor of Finance, Chicago Booth, was the 23rd Governor of the Reserve Bank of India between September 2013 and September 2016. Between 2003 and 2006, he was the Chief Economist and Director of Research at the International Monetary Fund. Dr. Rajan’s research interests are in banking, corporate finance, and economic development, especially the role finance plays in it. The books he has written include The Third Pillar: How the State and Markets are leaving Communities Behind forthcoming, 2019, I do What I do: On Reform, Rhetoric, and Resolve, 2017, and Fault Lines: How Hidden Fractures Still Threaten the World Economy, for which he was awarded the Financial Times-Goldman Sachs prize for best business book in 2010.

Steve Siegel, J.D., LL.M., President

The Siegel Group

Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.