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Editorial Advisory Board

Chair

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

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
Keith R. Clemens, CIMA®, CPWA®, RMA®, Senior Vice President, Wealth Management Advisor, Merrill Lynch, Alpharetta, GA
Philip L. Fazio, CIMA®, CFP®, Senior Consultant, 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®, Client Portfolio Manager, Aristotle Capital Boston, Boston, MA
Greg Khost, CIMA®, Managing Director, Head of Private Wealth Management Sales, Neuberger Berman, New York, NY
Lance Lehman, CFP®, CIMA®, CPWA®, Senior Wealth Advisor, ARS Wealth Advisors,
St. Petersburg, FL
Robert Powell, CFP®, Editor-in-Chief, Retirement Management Journal, Swampscott, MA
Avi Sharon, PhD, Executive Vice President, Product Strategist, PIMCO, New York, NY
Bruce Stewart, CIMA®, CAIA®, Managing Director of Investment Strategy, Pitcairn, Philadelphia, PA
Brian Ullsperger, CIMA ®, AIF®, Managing Director, Anderson Investment Advisory Services, Montara, CA 
Scott Welch, CIMA
®, Chief Investment OfficerModel Portfolios, WisdomTree Asset Management, New York, NY