Embed Size (px)
Citation preview
SOURCE BOOK
2018
Alexander, John
Allen, Russ
Bailey, Matt B.
Berlin, Barry N.
Bolen, Bill
Borelli, Marc
Bowen, Michael
Bowens-Richard, Sabrina
Bush, Nancy A.
Byers, Evan
Capouya, Jennifer
Carlson, Tom
Chen, George
Clarken, David
Cochran, Josh
Coffey, Derik D.
Crenshaw, Scott
Crews, Andrew
Criswell, Derek
Cronin, M. Kevin
Cushman, Jackie
Daniel, James
Davenport, Stephen P.
Deakins, Chad
Denissova, Polina
Dickey, Ritchie
Dunn, Anna
Evans, Sam
Farr, Dorsey D.
Fields, David B.
Frohsin, Kelly Thumel
Gailey, Brady
Gallison, Thayer
Gary, Frank
Gaskin, Damien
Griner, Stephen
Guenther, Molly
Halberg, Dana
Hanson, John
Harmon, Troy
Heald, Tom
Heller, Dr. Robert W.
Hope, William H
Hultstrom, David E.
Hurtsellers, Christine
Johnsen, Gregory C.
Kays, Scott
Kejriwal, Aradhana Gupta
INDEX TO PROFESSIONALS
INDEX TO PROFESSIONALS
Kennedy, Dyer
Kimball, Curtis
Lang, Stephanie
Lee, Michael
Lerner, Keith
Lina, Jason
Lohn, Anna-Fay
Loop, Christy
Macey, Rex
Mallory, Andrew ‘Drew’ J.
Martin, Thomas
Mayfield, Ric
Mayoue , Marcia M.
Mazitova, Natalia
Nobles, Robert
O’Malley, Garrett
O’Rielly, Will
Palladino, Dan
Parrish, Theodore
Raish, Travis
Raychaudhury, Anushree
Roberts, Andy
Rosenberg, Joel
Sadler, B. Scott
Sheffield, Roger
Silberman, Gregory
Smith, Timothy
Spick, Gregory
Sroka, Joseph
Swinsburg, Brad
Tabke, Anna Dunn
Townsend, Tyler
Trokey, Chris
Tulley, Fred
Uys, Peter Brinker
Walter, Perry
Weitz, Travis
Wiens, John
Wilson, Don
Wishing, Kyle
Wolle, Scott
Wright, Frederick S.
Wright, Joseph Daniel (Dan)
Wright, Margaret
Yin, Liz
Yucius, Jr. , David J.
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Institutional Investment PracticesInvestment Manager Selection
John Alexander, [email protected]
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
Russ Allen, CFA Berman [email protected] AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisEnergyEquity ResearchExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryInvestment Manager SelectionPortfolio ManagementPrivate EquityValue Investing
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Matt B. Bailey, CFAEnclave [email protected]
OTHER AREAS OF EXPERTISETechnical Analysis
Asset AllocationExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryPortfolio Management:
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEndowments & FoundationsHigh Net-Worth Investment AdvisoryPersonal Financial Planning
Barry N. Berlin, CFA CIBC Atlantic [email protected]
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryPersonal Financial PlanningPortfolio Management
OTHER AREAS OF EXPERTISEAlternative Investments
A S F I P S O U R C E B O O K
Bill Bolen, CFA Homrich [email protected]
A S F I P S O U R C E B O O K
Marc Borrelli, CFAKaizen [email protected] 404-368-9894
Business ValuationCorporate FinanceManagement ConsultingOperations Due DiligencePrivate Equity
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISEStrategy, M&A, Consulting and CEO Peer Groups
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationInvestment Manager SelectionOperations Due DiligencePersonal Financial PlanningPortfolio ManagementPrivate EquityReal Estate & Real Estate Investment
Michael Bowen, CFA31 North Capital [email protected]
Sabrina Bowens-Richard, CFASunTrust [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISECapital Market Assumptions
Asset AllocationBanking & Financial ServicesEconomic Forecasts & Market AnalysisPortfolio Management
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
Nancy A. Bush, CFANAB Research, [email protected]
Banking & Financial ServicesEquity Research
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationHigh Net-Worth Investment AdvisoryPortfolio Management
Evan Byers, CFAGenSpring - SunTrust Bank [email protected] 513-713-9817
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationBanking & Financial ServicesHigh Net-Worth Investment AdvisoryPortfolio Management
Jennifer Capouya, CFA SunTrust [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISEGoals based portfolio construction
Asset AllocationEquity ResearchExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryPortfolio ManagementValue Investing
AREAS OF EXPERTISE
Tom Carlson, CFANorthern [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Exchange Traded Funds (ETFs)Global Investment PerformanceInvestment Manager Selection
George Chen, CFAFDx [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISEBehavioral Finance
Asset / Liability Management: YesHigh Net-Worth Investment Advisory: YesInvestment Manager Selection: YesPersonal Financial Planning: YesPortfolio Management: Yes
David Clarken, CFA FWI Wealth [email protected] 404-788-1582
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
High Net-Worth Investment AdvisoryPersonal Financial Planning
Josh Cochran, CFACochran [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationCorporate FinanceEconomic Forecasts & Market AnalysisInvestment Manager SelectionValue Investing
Derik D. Coffey, CFAHerndon Capital Managment [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPortfolio ManagementRisk Management
Scott Crenshaw, CFASoundRiver [email protected]
OTHER AREAS OF EXPERTISEAlternatives / Hedge Funds
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryPortfolio Management
Andrew Crews, CFAWest Paces Advisors, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationBusiness ValuationCorporate FinanceEconomic Forecasts & Market AnalysisEquity ResearchOperations Due DiligenceValue Investing
Derek Criswell, CFACox [email protected]
A S F I P S O U R C E B O O K
M. Kevin Cronin, [email protected]
AREAS OF EXPERTISE
Asset AllocationAsset / Liability ManagementBanking & Financial ServicesBusiness ValuationCorporate FinanceEconomic Forecasts & Market AnalysisEmerging MarketsEndowments & FoundationsEnergyEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsGlobal Investment PerformanceStandards (GIPS®)High Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionManagement ConsultingOperations Due DiligencePersonal Financial PlanningPortfolio ManagementPrivate EquityReal Estate & Real Estate InvestmentTrusts (REITs)Risk ManagementTechnologyTrading & Transaction CostsSustainable Investment StrategyValue Investing
OTHER AREAS OF EXPERTISEGlobal Head of Trading
Jackie Cushman, CFACushman [email protected]
OTHER AREAS OF EXPERTISEBoard and Advisory Board work, Politics
Corporate Finance
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationExchange Traded Funds (ETFs)Fixed Income/Capital MarketsPersonal Financial PlanningPortfolio Management
OTHER AREAS OF EXPERTISEIndividual Tax
James Daniel, CFAThe Advisory Firm, [email protected]
A S F I P S O U R C E B O O K
Stephen P. Davenport, [email protected] AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisEquity ResearchHigh Net-Worth Investment AdvisoryPortfolio ManagementRisk ManagementValue Investing
OTHER AREAS OF EXPERTISEDerivatives and listed equity option strategies
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISESmall Cap Investing
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisEndowments & FoundationsEquity ResearchInstitutional Investment PracticesPortfolio ManagementRisk ManagementValue Investing
Chad Deakins, CFACapstone Global [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISEQuantitative methods in finance
AREAS OF EXPERTISE
Asset AllocationAsset / Liability ManagementEconomic Forecasts & Market AnalysisEmerging MarketsInstitutional Investment PracticesInvestment Manager SelectionPortfolio Management
Polina Denissova, CFAMercer Investment [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Real Estate & Real Estate Investment
Ritchie Dickey, CFALancaster [email protected] x3
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISEAlternatives
Asset AllocationInvestment Manager SelectionPortfolio Management
Anna Dunn, CFA Alpha Capital [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryPersonal Financial PlanningPortfolio Management
OTHER AREAS OF EXPERTISERetirement & Tax Planning,
Retirement Income Generation
Sam Evans, CFAEvans Wealth [email protected]
A S F I P S O U R C E B O O K
Dorsey D. Farr, CFAkdhb V Capital Management, [email protected]
Asset AllocationEconomic Forecasts & Market AnalysisEndowments & FoundationsValue Investing
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
Asset AllocationEconomic Forecasts & Market AnalysisEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsHigh Net-Worth Investment AdvisoryPortfolio Management
AREAS OF EXPERTISE
David B. Fields, CFAGwynn Management Company [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationAsset / Liability ManagementEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPersonal Financial PlanningPortfolio ManagementRisk ManagementSustainable Investment StrategyValue Investing
OTHER AREAS OF EXPERTISECertified Retirement Income Planning
Kelly Thumel Frohsin, CFASunTrust Private Wealth [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISESell side equity research covering regional
and community banks
Banking & Financial ServicesEquity Research
Brady Gailey, CFAKeefe, Bruyette & Woods, A Stifel [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Banking & Financial ServicesEconomic Forecasts & Market AnalysisEnergyEquity ResearchHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPortfolio ManagementPrivate EquityReal Estate & Real Estate InvestmentTrusts (REITs)
Thayer Gallison, CFAAIG Advisor [email protected]
A S F I P S O U R C E B O O K
Frank Gary, CFARegions [email protected] AREAS OF EXPERTISE
Banking & Financial ServicesRisk Management
OTHER AREAS OF EXPERTISEL3FD
A S F I P S O U R C E B O O K
Business ValuationEconomic Forecasts & Market AnalysisEquity ResearchPortfolio ManagementSustainable Investment StrategyValue Investing
AREAS OF EXPERTISE
Damien Gaskin, CFAMorningside Asset [email protected]
A S F I P S O U R C E B O O K
Asset AllocationHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionPortfolio ManagementPrivate Equity
AREAS OF EXPERTISE
Stephen Griner, CFAWhite Horse Advisors, [email protected] 678-362-4200
A S F I P S O U R C E B O O K
Molly Guenther, CFAA. Montag & [email protected]
Asset AllocationEconomic Forecasts & Market AnalysisPersonal Financial PlanningPortfolio Management
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISEMillennials, Wealth Management,
Financial Planning, Budgeting
Asset AllocationBusiness ValuationCorporate FinanceEconomic Forecasts & Market AnalysisEnergyEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionOperations Due DiligencePersonal Financial PlanningPortfolio ManagementRisk ManagementTechnologyTrading & Transaction CostsValue Investing
AREAS OF EXPERTISE
John Hanson, CFARiverstone Advisors, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Business ValuationEquity ResearchPortfolio Management
Troy Harmon, CFAHenssler [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
High Net-Worth Investment AdvisoryPortfolio Management
Tom Heald, CFAEads & Heald Investment [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Business ValuationCorporate FinancePrivate Equity
Dr. Robert W. Heller, CFAUniversity of [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISEOTC Derivatives and Futures
Banking & Financial ServicesStandards (GIPS®)Institutional Investment PracticesIRisk Management
AREAS OF EXPERTISE
William H Hope II, CFAWHHope Law, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryManagement ConsultingPersonal Financial PlanningPortfolio Management
David E. Hultstrom, CFAFinancial Architects, [email protected]
A S F I P S O U R C E B O O K
Fixed Income/Capital Markets
AREAS OF EXPERTISE
Christine Hurtsellers, CFAVoya [email protected]
A S F I P S O U R C E B O O K
Asset AllocationEconomic Forecasts & Market AnalysisInvestment Manager SelectionRisk Management
OTHER AREAS OF EXPERTISEPrivate Family Investment Office Investment
Management
Gregory C. Johnsen, CFAEastgate Advisors,[email protected] AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
Economic Forecasts & Market AnalysisPersonal Financial PlanningValue Investing
AREAS OF EXPERTISE
Scott Kays, CFAKays Financial Advisory [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryInvestment Manager SelectionOperations Due DiligencePortfolio ManagementRisk ManagementValue Investing
Aradhana Kejriwal, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset / Liability ManagementEconomic Forecasts & Market AnalysisEquity ResearchGlobal Investment PerformanceHigh Net-Worth Investment AdvisoryPortfolio ManagementRisk ManagementTechnology
Dyer Kennedy, CFADivergence Analysis Inc / Montcrest Capital [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Business ValuationHigh Net-Worth Investment AdvisoryPrivate Equity
Curtis Kimball, CFA, ASAWillamette Management [email protected]
OTHER AREAS OF EXPERTISEIntellectual property valuation
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisEnergyExchange Traded Funds (ETFs)Fixed Income/Capital MarketsHigh Net-Worth Investment AdvisoryInvestment Manager SelectionOperations Due DiligencePortfolio ManagementPrivate EquityReal Estate & Real Estate Investment Risk Management
Stephanie Lang, CFAHomrich [email protected]
OTHER AREAS OF EXPERTISEAlternative investments
A S F I P S O U R C E B O O K
Asset AllocationEconomic Forecasts & Market AnalysisEmerging MarketsEnergyEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsInstitutional Investment PracticesInvestment Manager SelectionPortfolio ManagementPrivate EquityReal Estate & Real Estate InvestmentTrusts (REITs)Risk ManagementTechnologyValue Investing
AREAS OF EXPERTISE
Michael Lee, CFAWildermuth [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEconomic Forecasts & Market AnalysisPortfolio Management
OTHER AREAS OF EXPERTISEAs Chief Market Strategist my main focus is on global
market outlook, opportunities, and trends
Keith Lerner, [email protected]
A S F I P S O U R C E B O O K
Jason Lina, CFAResource Planning [email protected] AREAS OF EXPERTISE
Asset AllocationPersonal Financial Planning
OTHER AREAS OF EXPERTISETax Planning, Retirement Planning, Estate Planning
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset / Liability ManagementBanking & Financial ServicesRisk Management
OTHER AREAS OF EXPERTISERelationship Profitability
Anna-Fay Lohn, CFAMarket Line [email protected]
A S F I P S O U R C E B O O K
Asset AllocationAsset / Liability ManagementInstitutional Investment PracticesInvestment Manager Selection
AREAS OF EXPERTISE
Christy Loop, CFATowers [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISETax efficient investing
Asset AllocationEconomic Forecasts & Market AnalysisPersonal Financial PlanningPortfolio ManagementRisk Management
Rex Macey, CFARed Tortoise, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationBanking & Financial ServicesEndowments & FoundationsEquity ResearchFixed Income/Capital MarketsHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager Selection
Andrew ‘Drew’ J. Mallory, CFATruxton Trust [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationBanking & Financial ServicesEconomic Forecasts & Market AnalysisEquity ResearchExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryInvestment Manager SelectionPortfolio Management
Thomas Martin, CFAGLOBALT [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Exchange Traded Funds (ETFs)Investment Manager SelectionPortfolio Management
Ric Mayfield, CFA [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEndowments & FoundationsHigh Net-Worth Investment AdvisoryPersonal Financial PlanningPrivate Equity
Marcia M. Mayoue, CFA Buckhead Investment [email protected]
Natalia Mazitova, [email protected]
OTHER AREAS OF EXPERTISEAlternative Investments
Banking & Financial ServicesInvestment Manager SelectionRisk Management
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
A S F I P S O U R C E B O O K
Asset AllocationBanking & Financial ServicesEconomic Forecasts & Market AnalysisEndowments & FoundationsHigh Net-Worth Investment AdvisoryPersonal Financial PlanningPortfolio Management
Robert Nobles, CFA [email protected] AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Banking & Financial ServicesCorporate FinancePortfolio ManagementRisk Management
Garrett O’Malley, CFASunTrust Robinson [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISETurnkey Asset Management Platforms
Asset AllocationHigh Net-Worth Investment AdvisoryInvestment Manager Selection
Will O’[email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEquity ResearchInvestment Manager SelectionPortfolio ManagementValue Investing
Dan Palladino, CFAJefferies [email protected]
A S F I P S O U R C E B O O K
Asset AllocationAsset / Liability ManagementEconomic Forecasts & Market AnalysisEmerging MarketsEndowments & FoundationsEquity ResearchExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryInvestment Manager SelectionPersonal Financial PlanningPortfolio ManagementRisk ManagementSustainable Investment StrategyValue Investing
AREAS OF EXPERTISE
Theodore Parrish, CFAParrish [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEquity ResearchInvestment Manager SelectionPortfolio ManagementValue Investing
Travis Raish, CFACirca [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationAsset / Liability Management Banking & Financial Services Fixed Income/Capital Markets High Net-Worth Investment Advisory Personal Financial Planning Portfolio Management Risk Management Sustainable Investment Strategy Value Investing
Anushree [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Trusts (REITs)
OTHER AREAS OF EXPERTISECommercial Real Estate
Andy [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISEFinancial Institution Software
Asset / Liability ManagementBanking & Financial ServicesRisk Management
AREAS OF EXPERTISE
Joel Rosenberg, [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Emerging Markets Energy Exchange Traded Funds (ETFs) High Net-Worth Investment Advisory Personal Financial Planning Portfolio Management Sustainable Investment Strategy
OTHER AREAS OF EXPERTISERenewable and solar energy funds
B. Scott Sadler, CFABoardwalk Capital [email protected]
A S F I P S O U R C E B O O K
Asset AllocationAsset / Liability ManagementEndowments & FoundationsEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsHigh Net-Worth Investment AdvisoryPortfolio ManagementTrusts (REITs)Risk ManagementTrading & Transaction CostsValue Investing
Roger Sheffield, CFASheffield Investment Management, [email protected] AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset Allocation Equity Research High Net-Worth Investment Advisory Investment Manager Selection Portfolio Management Private Equity
Gregory Silberman, CFAAtlanta Capital [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Banking & Financial ServicesBusiness ValuationCorporate FinanceEquity ResearchPrivate Equity
Timothy Smith, CFAQueensGate Corporate [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset Allocation Asset / Liability Management Banking & Financial Services Energy Fixed Income/Capital Markets Institutional Investment Practices Investment Manager Selection Portfolio Management Private Equity Real Estate & Real Estate Investment Trusts (REITs) Risk Management
Gregory Spick, CFA UPS [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset Allocation: YesEquity Research: YesExchange Traded Funds (ETFs): YesHigh Net-Worth Investment Advisory: YesInstitutional Investment Practices: YesPortfolio Management: YesValue Investing: Yes
Joseph Sroka, CFA, CMTNovaPoint Capital [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
OTHER AREAS OF EXPERTISEHedge Strategies
Asset AllocationEconomic Forecasts & Market AnalysisExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryInvestment Manager SelectionPortfolio ManagementValue Investing
Brad Swinsburg, CFASmith & Howard Wealth [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Endowments & FoundationsHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionPortfolio Management
Anna Dunn Tabke, CFAAlpha Capital [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEndowments & FoundationsHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPersonal Financial PlanningPortfolio Management
Tyler Townsend, CFATownsend Wealth [email protected]
A S F I P S O U R C E B O O K
Asset AllocationHigh Net-Worth Investment AdvisoryPortfolio Management
AREAS OF EXPERTISE
Chris Trokey, CFAGenSpring Family [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset / Liability ManagementBusiness ValuationCorporate FinanceEconomic Forecasts & Market AnalysisEnergyPortfolio Management
Fred Tulley, CFAColonial [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationEquity ResearchHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPersonal Financial PlanningPortfolio ManagementRisk ManagementTechnologyTrading & Transaction CostsValue Investing
J. Peter Brinker Uys, CFAJ.P. Brinker Uys & Co., [email protected] ask for Peter
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Business Valuation Corporate Finance Equity Research Private Equity
Perry Walter, CFAHDH Advisors LLC/Vinings Capital, [email protected]
A S F I P S O U R C E B O O K
OTHER AREAS OF EXPERTISESmall cap research and investing
Equity ResearchExchange Traded Funds (ETFs)High Net-Worth Investment AdvisoryPortfolio ManagementValue Investing
AREAS OF EXPERTISE
Travis Weitz, CFARegister [email protected]
A S F I P S O U R C E B O O K
Asset AllocationExchange Traded Funds (ETFs)Portfolio Management
AREAS OF EXPERTISE
John Wiens, CFAStadion Money [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset Allocation High Net-Worth Investment Advisory Investment Manager Selection Portfolio Management
Don Wilson, [email protected]
A S F I P S O U R C E B O O K
Business Valuation
AREAS OF EXPERTISE
Kyle Wishing, CFAWillamette Management [email protected]
A S F I P S O U R C E B O O K
Scott Wolle, [email protected]
OTHER AREAS OF EXPERTISEChief Investment Officer, Global Asset
AREAS OF EXPERTISE
Asset AllocationAsset / Liability ManagementBanking & Financial ServicesBusiness ValuationCorporate FinanceEconomic Forecasts & Market AnalysisEmerging MarketsEndowments & FoundationsEnergyEquity ResearchExchange Traded Funds (ETFs)Fixed Income/Capital MarketsGlobal Investment PerformanceStandards (GIPS®)High Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionManagement ConsultingOperations Due DiligencePersonal Financial PlanningPortfolio ManagementPrivate EquityReal Estate & Real Estate InvestmentTrusts (REITs)Risk ManagementTechnologyTrading & Transaction CostsSustainable Investment StrategyValue Investing
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Asset AllocationHigh Net-Worth Investment AdvisoryInvestment Manager SelectionPersonal Financial Planning
Frederick S. Wright, [email protected]
A S F I P S O U R C E B O O K
Asset AllocationEndowments & FoundationsHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesInvestment Manager SelectionPortfolio ManagementValue Investing
AREAS OF EXPERTISE
Joseph Daniel Wright (Dan), CFABank of America Merrill Lynch - STG [email protected]
Margaret Wright, [email protected]
A S F I P S O U R C E B O O K
Asset AllocationEconomic Forecasts & Market AnalysisHigh Net-Worth Investment AdvisoryInstitutional Investment PracticesPortfolio Management
AREAS OF EXPERTISE
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Portfolio Management Risk Management
OTHER AREAS OF EXPERTISEmodel risk management, capital planning,
stress testing
Liz Yin, CFAFederal Reserve Bank of [email protected]
A S F I P S O U R C E B O O K
AREAS OF EXPERTISE
Equity ResearchInstitutional Investment PracticesInvestment Manager SelectionPortfolio Management
David J. Yucius, Jr., CFALebenthal Asset [email protected]
