Chair
Tony Davidow, CIMA®, Senior Alternative Investment Strategist, Franklin Templeton Institute, Punta Cana, Dominican Republic
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®, Head of Investment Products Research & Consulting, SS&C Research, Analytics, and Consulting, New York, NY
Judy Benson, Partner, Barrington Partners, Boston, MA
Jeffrey L. Carson, JD, LLM, Senior Fiduciary Officer, Senior Vice President, Diversified Trust, Nashville, TN
Philip L. Fazio, CIMA®, CFP®, Senior Consultant, Merrill Lynch, Fort Lauderdale, FL
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, Alternativ Wealth, 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
Avi Sharon, PhD, Executive Vice President, Product Strategist, PIMCO, New York, NY
Bruce Stewart, CIMA®, CAIA®, Founder, SRS Family Office Advisory, Boston, MA
Brian Ullsperger, CIMA®, AIF®, Managing Director, Anderson, Montara, CA