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Editorial Advisory Board

Chair

Anthony B. Davidow, CIMA®, President and Founder, T. Davidow Consulting, LLC, 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, CPWA®, 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®, 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
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 Investment Advisory Services, Montara, CA