ADVISORY BOARD
Margaret M. Towle, Ph.D.
Margaret M. Towle, CPWA®, CAP®, CAIA®, CIMA®, RICP®, SASB FSA® (Fundamentals of Sustainability Accounting), is Managing Partner of AvrioTech, a FinTech platform that offers investment models solutions across all asset classes, including the “ESG Scorecard.”
John Nersesian
John Nersesian, CFP®, CIMA®, CPWA®, CIS, is Head of Advisor Education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals.
Scott Welch CIMA®
Scott Welch is the CIO of Model Portfolios at WisdomTree Asset Management, a provider of factor-based ETFs and differentiated model portfolio solutions. He oversees the creation and ongoing management of the WisdomTree model portfolio solution set. He is also a member of the WisdomTree Asset Allocation and Investment Committees.
J. Alan Reid, Jr., CIMA®
Alan is a 30+ year veteran of the asset management, brokerage and wealth management. With a track record of success guiding industry groups, bulge bracket firms, family offices, and startups on strategy, offering a creative edge.
Robert Powell CFP®
Robert Powell CFP® is a financial journalist whose work appears regularly in TheStreet.com, USA TODAY, The Wall Street Journal, MarketWatch, and AARP. He is the editor of TheStreet’s Retirement Daily. Powell is the editor of the Investments and Wealth Institute’s Retirement Management Journal, and hosts IWI’s Exceptional Advisor podcast.
Halvard Kvaale
Halvard is a Portfolio Manager, member of the Investment Committee, and head of manager research and selection for Multi-Asset Strategies and Solutions (MASS) at Voya Investment Management. In this role he is responsible for manager selection and oversight of Voya mutual funds, manager selection and portfolio construction for MASS multi-asset portfolios.
Christine Gaze
Christine is the founder and managing partner of Purpose Consulting Group, LLC, a firm focused on developing cutting edge practice management programs that advance financial professionals. Christine specializes in conducting research that generates unique insights, developing custom content, and training financial services leaders to deliver business results.
James H. “Jamie” McLaughlin
Mr. McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices.
