Editorial Advisory Board

Investment and Wealth Monitor

Learn about the financial experts who help curate the Investment and Wealth Monitor.

Editorial Advisory Board

Avi Sharon, Ph.D.

Chair, IWM Editorial Advisory Board

Managing Director, Golub Capital

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®, CAIA®, New York, NY
Philip L. Fazio, CIMA®, CFP®, Senior Consultant, Merrill Lynch, Fort Lauderdale, FL
Chad Hauser, CIMA®, CPWA®, RMA®, ChFC, Financial Advisor, Ameriprise Financial, RoseStone Wealth Advisors, Shreveport, LA
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, Compound Planning, 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
Bruce Stewart, CIMA®, CAIA®, Founder, SRS Family Office Advisory, Boston, MA
Brian Ullsperger, CIMA®, AIF®, Managing Director, Anderson, Montara, CA 

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