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Editorial Advisory Board

Chair

Anthony B. Davidow, CIMA®Vice President–Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research, New York, NY

Advisory Board

Judy Benson, Managing Member, Benson Associates LLC, Melrose, MA
Ricardo L. Cortez, CIMA®, Co-Chief Executive Officer, Broadmark Asset Management LLC, San Francisco, CA
Bruce Curwood, CIMA®, CFA®, Director, Investment Strategy, Russell Investments, Canada, Toronto, ON
Michael T. Dieschbourg, CIMA®, Senior Vice President, Managing Director, Alternative/Managed Risk Group, Federated Investors, 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
James R. Harvey, CIMA®, CPWA®, President, Opus III Group, Seattle, WA
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 Global Asset Management, Boston, MA
Mark Kavolius, CIMA®, Sales Director, Bradford & Marzec, Los Angeles, CA
David Koulish, CPWA®, CFP®, Senior Vice President and Manager‒Wealth Management Investment Risk and Compliance, Northern Trust, Ft. Lauderdale, FL
Brian Laible, CPA, CIMA®, CFP®, Managing Partner, Landmark Wealth Management, Amherst, NY
Peter O'Brien, CIMA®, CPWA®, CFP®, ChFC, Vice President, Morgan Stanley, Jacksonville, FL
Bob Rice, Managing Partner, Tangent Capital and Rice Partners, New York, NY
Corwin T. Silva, CIMA®, CIMC®, Associate Managing Director, MFS Investment Management, Moraga, CA 
Keith VanOrden, CIMA®, Managing Director, BlackRock, Boston, MA
Alice Wang, CIMA®, National Accounts Associate, Matthews Asia, San Francisco, CA
Michael J. Weiss, CIMA®, CFP®, CPWA®, Senior Vice President, Morgan Stanley Wealth Management, Ridgefield, CT

Scott Welch, CIMA®, Chief Investment Officer, Dynasty Financial Partners, New York, NY

Ethics Editor

A. Mark Harbour, CPA, CIMA®, CFA®, Business Development Associate, Morgan Stanley, Los Angeles, CA