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Editorial Advisory Board

Chair

Anthony B. Davidow, CIMA®, President and Founder, T. Davidow Consulting, LLC, Wilton, CT

Advisory Board

Michael Andrews, CFA®, Head of Investment Products Research & Consulting, SS&C Research, Analytics, and Consulting, New York, NY
Judy Benson, Partner, Barrington Partners, Boston, MA
David Blanchett, PhD, CFA®, CFP®, Head of Retirement Research, Morningstar Investment Management LLC, Chicago, IL
Christopher A. Bunting, CIMA®, Vice President, Divisional Sales Manager, Brighthouse Financial, Brentwood, TN
Keith R. Clemens, CIMA®, CPWA®, Senior Vice President, Wealth Management Advisor, Merrill Lynch, Alpharetta, GA
Robert DiCostanzo, CIMA®, Senior Vice President, Investment Strategist, SunTrust Private Wealth Management, New York, NY
Michael T. Dieschbourg, CIMA®, Pittsburgh, PA
Ahmed Farruk, CIMA®, Senior Consultant, DiMeo Schneider & Associates, McLean, VA
Philip L. Fazio, CIMA®, CFP®, International Financial Advisor, Merrill Lynch, Fort Lauderdale, FL
Brian A. Hunter, CIMA®, Managing Director, Strategic Capital Allocation Group, Boston, MA
W. Chris Jenkins, CIMA®, Regional Vice President, American Funds Distributors, Franklin, TN
Maria Katsileros, CIMC®, Vice President, Investment Strategist, Natixis Investment Managers, Boston, MA
Greg Khost, CIMA®, Managing Director, Market Head, Deutsche Bank Wealth Management, New York, NY
Brian Laible, CPA, CIMA®, CFP®, Managing Partner, Landmark Wealth Management, Amherst, NY
Robert Powell, Editor-in-Chief, Retirement Management Journal, Swampscott, MA
Bob Rice, Managing Partner, Tangent Capital and Rice Partners, New York, NY
Bruce Stewart, CIMA®, CAIA®, Managing Director of Investment Strategy, Pitcairn, Philadelphia, PA
Scott Welch, CIMA®, Chief Investment OfficerModel Portfolios, WisdomTree Asset Management, New York, NY

Ethics Editor

David Koulish, CPWA®, CFP®, Senior Vice President and Manager‒Wealth Management Investment Risk and Global Fiduciary Risk, Northern Trust, Ft. Lauderdale, FL