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Editorial Advisory Board


Anthony B. Davidow, CIMA®New York, NY

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
Ricardo L. Cortez, CIMA®, Co-Chief Executive Officer, Broadmark Asset Management LLC, San Francisco, CA
Michael T. Dieschbourg, CIMA®, Managing Director, Head of Responsibility and Stewardship North America, Hermes Stewardship North America, 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
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
Keith VanOrden, CIMA®, Managing Director, BlackRock, Boston, MA
Michael J. Weiss, CIMA®, CFP®, CPWA®, Senior Vice President, Morgan Stanley Wealth Management, Ridgefield, CT
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