Dan 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 United States , Canada and Europe through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. Dan serves as the CFP® Ambassador for the Boston area. Dan writes a monthly column “Ask the Ethicist” for Investment News and appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Investment News, and quoted in The NY Times and other publications. In 2015, Dan appeared on the cover of both the NAPFA Advisor and Investment News. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board.
Fedkenheuer, Kellie, CPA
Kellie is a supervisory senior auditor at Cotton & Company LLP, a certified public accounting partnership located in Alexandria, Va. The firm focuses on providing services predominantly related to governmental agencies and programs. Kellie is a member of Cotton & Company’s contract and grant department, where she primarily works on forensic accounting and litigation support cases. She has also participated on performance audits and agreed-upon procedures engagements that deal with the allowability, allocability and reasonableness of costs. Kellie is a graduate of James Madison University and began her career with Cotton & Company in 2010.
Jamie is a Professor of Taxation at The American College and the Director of the Center for Retirement Income. He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts and Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. He has also published in the top tax and financial planning journals such as Journal of Taxation and Journal of Financial Planning.
Scott is Managing Director of AB’s Equity Business Development Team, overseeing global product management and strategy efforts for the firms Equity Platform. Prior to joining the firm, he held a variety of investment, executive management, and business strategy roles at Legg Mason, U.S. Trust, Bank of America and J.P. Morgan Private Bank. Krauthamer started his career as an analyst at J.P. Morgan in 1998, and his financial-services experience spans investment-management, quantitative analysis, marketing and business development. He holds a BS in finance and management information systems from the State University of New York, Albany, and is a CFA charter holder and a CAIA designee. Location: New York
Laura Lafayette is the Chief Executive Officer of the Richmond Association of REALTORS® and the Central Virginia Regional Multiple Listing Service—two organizations that serve the over 5500 REALTORS® in the Central Virginia area. In addition, she serves as the Executive Director of the Partnership for Housing Affordability, a non-profit dedicated to ensuring that an adequate and diverse supply of affordable housing is a public policy priority in central Virginia. Within the broader community, Laura just received an award as the 2018 Richmond area YWCA Outstanding Woman in the area of Business; serves as a gubernatorial appointee to the Virginia Housing Commission; is the Vice Chair of the statewide non-profit Housing Virginia; is Chair of the Board of Homeward; is the founding Chair of the Board of the Maggie L. Walker Community Land Trust; serves as the Immediate Past Chair of the Board of the Better Housing Coalition; and serves on the Board of Directors of SwimRVA.
Paul is vice president and lead portfolio strategist on the Portfolio Construction Guidance (PCG) team at Fidelity Institutional Asset Management® (FIAM), dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors. He earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He is also a CFA® charter holder. Prior to joining Fidelity in 2015, Mr. Ma managed equity portfolios at a variety of firms.
Phil serves as Portfolio Manager of Federated Insurance Series - Federated Managed Tail Risk Fund II. Mr. Orlando serves as Senior Vice President, Chief Equity Market Strategist & Head of Client Portfolio Management at Federated Investors, Inc. and served as it’s Chief Equity Strategist, Group Head of Macro/Balanced Team, Group Head of Growth/Income Team, and Senior Portfolio Manager. As Chief Equity Strategist, Mr. Orlando is responsible for helping to formulate Federated's opinions on the securities markets. He also serves as the Chief Equity Market Strategist, Senior Vice President, and Portfolio Manager at Federated Global Investment Management Corp. Prior to joining Federated in 2003, Mr. Orlando served as the Chief Investment Officer and Senior Portfolio Manager at Value Line. He also served as the Chief Investment Officer and Portfolio Manager at First Capital Advisers. Previously, Mr. Orlando served as a Portfolio Manager at Unity Management and an Equity Analyst at Manufacturers Hanover and Donaldson, Lufkin & Jenrette. He has vast industry experience. Mr. Orlando is a C.F.A. charter holder. He holds an M.B.A. and a B.A. from New York University.
Heather has twenty years of experience with a practice focusing on the areas of estate planning, estate administration, and tax planning. Her legal practice in VA began at Williams Mullen, PC before launching her solo practice in 2010, and subsequently joining Virginia Estate & Trust Law, PLC in 2016. She is a member of the VA, NC, MD and District of Columbia Bars. She currently serves on the Board of Governors for the VA Bar Trust and Estates Section, is a member of the Richmond Estate Planning Council, and President of the Richmond Trust Administrator’s Council. for Commonwealth Community Trust Estate
Rod leads the Selection Team as Director of Investments. As one of RiverFront’s four Founding Partners, Rod has been an important contributor to our investment decision-making process since their strategies were incepted. He has also become a mentor to our investment team members bringing his experience and wisdom to their decision-making processes. Rod has over 30 years of investment experience both as a portfolio manager and investment strategist, making him uniquely qualified to lead the Selection Team. Rod began working with many members of the RiverFront team in 1995, when he moved to Richmond to work for Wachovia Securities after working in the investment industry overseas. At Wachovia Securities and its predecessor firms Rod served as the firm’s Chief Investment Strategist for eight years and as a portfolio manager for its Global Asset Allocation portfolios. Rod also serves on the firm’s Leadership Team and chairs the Investment Committee (IC). As IC Chair, Rod draws on his 14 years of service as Chair of the Virginia Retirement System’s Investment Committee; a $70 billion state pension plan. Rod is a regular guest on the financial news channels (CNBC, Fox Business and Bloomberg) and is frequently quoted in the financial press. Rod earned an MA in Economics from Dundee University in Scotland.
Move Up the Value Chain
No CE credits – Practice Management