2016 Forum Speakers
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Lee Arden Arcamone Lee Arden Arcamone, Senior Vice President, joined Neuberger Berman in 1991. Lee is a Portfolio Specialist on the Small Cap Value team. Prior to her current position, Lee was a member of the Performance Analytics team, where she worked on special project analytics, delivering product content and detailed competitive analysis used to strategically position the firm's equity products in the marketplace. Before that, she managed a team of mutual fund analysts, where she had primary oversight responsibility for the firm-wide dissemination of mutual fund analytics, an area of the firm that she was asked to build and develop early in her career. Lee received a BA from St. John’s University. Click here for Lee Arcamone's presentation. James Bergeron Jim is the Senior Vice President in the Wealth Management Services Groups of Nuveen Investment. He works in concert with leading financial advisors around the country to build, grow and competitively enhance their advisory practice. These efforts are accomplished by providing specialized education and consulting services focused on applying insight and industry best practices to attract, develop, and retain strong client relationships. Jim brings more than 20 years of financial services industry experience to Nuveen, which he joined in 2011. Click here for James Bergeron's presentation.
Dan Candura Dan Candura, CFP, provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the U.S. through in-person courses and webinars. As President of PennyTree Advisers, LLC he provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support for forensic financial analysis services for attorneys. Christopher Coughlin
For over 20 years, Christopher Coughlin has served in senior roles in both the government and private sector, at the intersection of politics and international trade, technology and investment. Mr. Coughlin has served as a presidential appointee in two Administrations, working in the U.S. Department of Defense on international technology security issues, and at the Overseas Private Investment Corporation (OPIC), a government agency that supports U.S. business investment in emerging markets. Mr. Coughlin has specific operational experience with Russia and Eastern Europe during both Administration appointments working on energy and economic development initiatives. Mr. Coughlin is currently a partner at Aplin Partners, LLC, and Managing Director of Frontier Development International, LLC. He serves as a guest speaker at the George Mason University, School of Public Policy, lecturing on international economic development, and at George Washington University, lecturing on crisis communications. Mr. Coughlin also is a regular guest on the “Rick Hamada Show,” KHVH radio, providing insight on politics, foreign policy and national security with his “Inside the Beltway” segment, broadcast weekly.
Kevin Curtiss
Kevin Curtiss is a senior vice president and account manager in the Newport Beach office, for the investment due diligence team within PIMCO’s global wealth management group. He serves as liaison between financial intermediaries and PIMCO’s portfolio management team, providing financial professionals and their clients with frequent updates on overall market performance, economic trends and PIMCO’s outlook. He has seven years of investment experience and holds a bachelor's degree in finance from the University of New Hampshire.
Steve Gaito, CFP®
Steve Gaito is the director of Advisor and Enterprise Solutions for Social Security Solutions. He is a CFP® with nearly 20 years of experience in the financial planning industry developing retirement plans for nonprofit organizations, companies and individuals. Formerly, Steve had his own RIA and was the director of My Retirement Education Center. James Garrett, Esq.
Jim Garrett is a Principal of Carrell Blanton Ferris & Associates, PLC. and has practiced law for over twenty years. Before narrowing his practice to estate planning, his practice areas included real estate, business law and consumer protection. Today Jim uses his knowledge and experience in real estate and business in the estate planning context, especially in the areas of business succession planning, charitable giving and asset protection strategies. For James Garrett's presentation click here.
Paul Hallisey
Paul Hallisey is a Wholesaler for Putnam Investments. Paul, who has Series 6, 7, 63, and 65 licenses with FINRA, has been in the investment industry since he joined Putnam in 2006. Paul has served as Regional Marketing Director, based in Richmond, Virginia since 2011. He is responsible for working with financial advisor clients at wire-house firms, independent broker/dealers, and banking institutions. He provides clients with detailed insight into Putnam’s investment strategies and capital markets views with the goal of developing long-term business relationships. Prior to this role Paul held various internal-wholesaler positions at Putnam focusing on mutual fund sales. Paul’s goal is to build consultative partnerships with financial advisors by providing detailed insight into financial industry trends, capital markets views, and Putnam's investment strategies.
Ken Haman
Ken Haman is the Managing Director of AllianceBernstein Advisor Institute. He joined AllianceBernstein in 2005 from a private consulting practice to the Financial Services industry. In his current role he develops and delivers consulting and training to Financial Advisors and key leaders at AllianceBernstein’s partner firms, specifically in the areas of strategic marketing, effective communication with clients and practice management strategies for advisors, advisory teams and managers. Mr. Haman’s professional experience includes managing a practice in psychotherapy for 20 years in the Washington D.C. area and a consulting practice to large organizations, financial professionals and senior executives in the Mid-Atlantic states. He holds a B.A. in Business Administration, two graduate degrees in Psychology and Theology and certifications in Clinical Hypnosis and Neuro-Linguistic Programming.
Morgan Housel
Morgan Housel is a columnist at The Motley Fool and a former columnist of The Wall Street Journal. His work has also been published inTime, USA Today, The Huffington Post, and Business Insider. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Gerald Loeb Award and Scripps Howard Award. He has authored two eBooks: Everyone Believes It; Most Will Be Wrong: Motley Thoughts on Investing and the Economy and 50 Years in the Making: The Great Recession and Its Aftermath. David Kemps
David Kemps, Executive Director of Financial Services for Morgan Stanley for the Washington, D.C. metro area. David is a lobbyist at the federal level focusing on financial services industry issues including insurance, annuities, mutual funds, and employer sponsored retirement plans. He focuses on legislative and regulatory issues in the areas of tax, retirement, and financial services and also provides legislative updates to financial professionals.
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Michael Kitces is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.3 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Click here for all of Michael Kitces' presentation materials. Chris Konstantinos, CFA Chris serves at Riverfront Investment Group as Director of International Portfolio Management with more than 14 years’ experience as an equity sector analyst, portfolio manager, and portfolio risk manager across domestic and international markets. In addition, he serves on the firm’s Operating Committee. Chris has been with RiverFront since the company’s founding in 2008. For Chris Konstantino's presentation click here.
Jeffrey Leighton, CFA Jeffrey Leighton, CFA joined the Wealthcare management team to accelerate the growth of our wealth advisory outsourcing business. A former partner of Nicholas Applegate Capital Management, he spent twelve years helping to build one of the largest managed account businesses in the industry. He began his career as a financial advisor with both Dean Witter Reynolds and Prudential Bache Securities. Jeffrey was an early adopter of managed accounts and was an industry pioneer in building and delivering educational training models to help advisors grow their practices. He has worked as a research analyst and a portfolio manager, managing corporate, municipal and high net worth portfolios. Jeffrey graduated from the University of Massachusetts and is a CFA charter holder and a member of the Boston Security Analysts Society and the Chartered Financial Analyst Institute. Stephen Long, Ph.DStephen Long (Ph.D. University of North Carolina, 2005) is Associate Professor of Political Science and International Studies at the University of Richmond, where he teaches courses on international relations and American foreign policy. His research focuses on the causes of war, rivalries, and victory and defeat in war. He is also interested in alliance politics and nuclear proliferation.Prof. Long is profiled in the Princeton Review's 300 Best Professors (2012) and is the 2011 winner of the University of Richmond's Advisor of the Year Award.
Bruce McGuirk, CLU, CFP, ChFC
Bruce McGuirk is the Regional Director for John Hancock Insurance and distributes John Hancock insurance products and services to all channels of distribution in the states of NC, SC, VA, and Alabama from his office in Greensboro, NC. Having joined Manulife Financial in November 1975 as a Brokerage Representative. Bruce’s primary responsibilities today are to serve as the advanced sales specialist and underwriting advocate for life insurance professionals, stockbrokers, bankers, financial planners, and Brokerage General Agencies. Bruce is a long time active member of AALU, the Greensboro Estate Planning Council, the American Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.
Mike Mills
Charles Overbey, Jr. CFP, CPA/PFS
Charles (Chuck) O. Overbey, Jr. CFP, CPA/PFS is a professional with over 30 years of experience providing financial services to Individuals, Businesses, Trusts & Estates, Government Agencies, and other Organizations.
Sammy Redd
Sammy Redd is the Coordinator of College Access at New College Institute in Martinsville, Virginia. Mr. Redd partners with schools, community organizations, and families to create a college-going culture in Southern Virginia. He brings to the field of college access a wide diversity of professional experience, including work in real estate finance and public school counseling. He graduated from Yale University with a BA in Art History, earned a MS in Community and College Counseling from Longwood University, and has completed the Duke University Certificate in Nonprofit Management. Sammy is Past President of the Virginia College Access Network and Past Chair of the Virginia ACT State Council. He is Past Chairman of the Virginia Museum of Natural History Board of Trustees and has served on the executive committee of the West Piedmont Workforce Investment Board.
Joe Richardson
Joe Richardson is a Regional Director for Jefferson National. He and his team provide financial advisors in DC, Maryland and Virginia a comprehensive investment platform that helps minimize their clients' current tax burden. They take a disciplined approach to a finite number of issues for these advisors then constantly evaluate and validate those issues to ensure meeting their needs.
David M. Richman
David Richman is the National Director of Eaton Vance Advisor Institute. David has been a student of the financial advisory experience for the better part of three decades. He brings a unique client perspective to his provocative and inspiring podium style and his highly practical in-the-trenches advisor-coaching activities. David has co-authored three books with Alan Parisse – Questions Great Financial Advisors Ask and Investors Need to Know (2006) and both editions of This Is Your Time (2003 and 2009). David also co-authored a book with Robert Brooks, Ph.D., The Charismatic AdvisorTM (2010). Bill Wasson, Secret Service
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