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CEO , Exxon Mobile
March 8, 2022CTO, Northern Trust
February 25, 2022CFO, ABC Company
February 15, 2022CTO, XYZ Company
February 11, 2022CTO, XYZ Company
February 11, 2022CTO, XYZ Company
February 11, 2022CTO, XYZ Company
February 11, 2022CTO, XYZ Company
February 11, 2022CTO, XYZ Company
February 11, 2022CFA, Raymond James
February 11, 2022Managing Director, Graystone Consulting
January 28, 2022Head of Alternative Investments, RBC
January 14, 2022President, Monticello Associates
December 10, 2021CIMA, Pitcairn
November 19, 2021CAIA, Wealthspire
November 5, 2021CFA, Buck
October 22, 2021CFA, CAIA, CIBC Private Wealth
October 8, 2021Senior Consultant, NEPC
September 10, 2021Head of Investment Due Diligence, Brinker Capital
July 30, 2021CFA, CAIA, Canterbury Consulting
July 16, 2021CFA, CAIA, Canterbury Consulting
July 16, 2021Head of Equity, Alternative Investments, and Manager Research, Wilmington Trust
July 1, 2021CFA, J.P. Morgan
June 18, 2021Director of Research Strategy, Envestnet
June 4, 2021CEO, Ropes Wealth Advisors
May 14, 2021Director and CIO, Lockwood Advisors
April 30, 2021Managing Director, Cambridge Associates
April 16, 2021CEO, Verger Capital Management
April 1, 2021Director of Manager Research,
March 19, 2021CIO, Boston Private Wealth
March 5, 2021EVP, CIO, Fulton Bank
February 19, 2021Principal and Director of Research, Conway Investments
February 5, 2021CFA, Russell Investments
January 22, 2021Head of Investment Manager Research, LPL Financial
January 8, 2021CFA, Welch Hornsby Investment Advisors
December 20, 2020CFA, Wilshire Associates
December 18, 2020CFA, Taiber Kosmala
December 4, 2020Senior VP, Callan
November 20, 2020CFA, Baird
November 13, 2020CFA, Cetera
October 30, 2020CFA, CAIA, Truist
October 16, 2020CFA, DiMeo Schneider
October 2, 2020CFA, DiMeo Schneider
October 2, 2020Managing Director, First Republic
September 18, 2020CPA, BDO Wealth Advisory
September 11, 2020CFP, CDFA, myCIO Wealth Parthers
August 21, 2020Consultant, Mercer Investment Consulting
August 7, 2020CIO, Verus Investments
July 24, 2020Managing Director, UBS Global Wealth Management
July 10, 2020CIMA, UBS Global Wealth Management
July 10, 2020Senior VP, Segal Marco Advisors
June 26, 2020Senior Investment Analyst, SEI
June 12, 2020CFA, Ellwood Associates
May 29, 2020Director, USAA
May 15, 2020Director of Portfolio Strategy and Market Research, The Coury Firm
May 1, 2020Managing Partner, Columbia Pacific Wealth Management
April 17, 2020CFA, The Rosewood Corporation
April 3, 2020CFA, Windmark Investment Partners
March 20, 2020Research, Fund Evaluation Group
March 6, 2020CIS, Arlington Family Offices
February 21, 2020CFA, E*Trade
February 7, 2020Global Manager Research Analyst, RBC Wealth Management
January 24, 2020CFA, CAIA, CPA, Johnson Financial Group
January 10, 2020CIA, The Doctor's Company
December 6, 2019CIO, Coldstream Capital Management
November 22, 2019Senior Research Director, Wells Fargo
November 15, 2019Senior Advisor, TIFF
November 1, 2019CIMA, Commonwealth Financial Network
October 18, 2019CFA, CAIA, Great Western Bank
October 4, 2019Analyst, The Harry and Jeanette Weinberg Foundation
September 20, 2019CFA, Hamilton and Company
September 6, 2019CFA, Crescent Grove Advisors
August 23, 2019Portfolio Specialist, Research Analyst, Morgan Stanley
August 9, 2019Director of Portfolio Management, Head of Fixed Income Strategy, Litman Gregory
July 26, 2019Head of Business Strategy, BNY Mellon
July 12, 2019Director of Alternative Investments, CUNA Mutual
June 28, 2019Director of Technologies, Glenmede
June 21, 2019CFA, CAIA, Raymond James
June 14, 2019CFA, Mesirow Financial
June 7, 2019Managing Director, Prime Capital Investment Advisors
May 31, 2019Portfolio Manager, Drexel Morgan
May 17, 2019CIS, Drexel Morgan
May 17, 2019Managing Director, Prarie Capital Management
May 3, 2019Executive Director, Sterling Capital Management
April 26, 2019Managing Director, New Providence Asset Management
April 12, 2019Co-CEO, Permit Capital Advisors
April 5, 2019Head of Investments, Children's Health System of Texas
March 29, 2019CFA, Zeke Capital Advisors
March 22, 2019CFA, Strategic Investment Group
March 15, 2019Director of Research, Concord Advisory Group
March 8, 2019Senior VP and Co-Head, Public Markets Group, US Bank
March 1, 2019CFA, CAIA, CFP, Singer Xenos
February 22, 2019CFA, Wilmington Trust
February 15, 2019CIMA, Pitcairn
February 8, 2019CIMA, CAIA, MSFP, AIF, Segal Marco Advisors
February 1, 2019CFA, CAIA, Ballentine Partners
January 25, 2019Managing Director, Highland Associates
January 18, 2019CIMA, Capital Market Consultants
January 11, 2019CFA, Capital Market Consultants
January 11, 2019Director of Investment Management Research, Huntington National Bank
December 21, 2018CFA, CAIA, Wells Fargo
December 14, 2018CAIA, Wealthspire Advisors
December 7, 2018Managing Director, Head of Alternative Investments, Morgan Stanley
November 30, 2018Head of Global Equity Manger Research, Northern Trust Asset Management
November 16, 2018Director of Manager Research , Northern American Management
November 9, 2018CFA, CAIA, Mill Creek Capital Advisors
November 2, 2018VP, Director of External Manager Research, Fifth Third Bank
October 26, 2018Associate VP Supervision Manager, Captrust
October 19, 2018CFA, Forbes Family Trust
October 12, 2018CFA, CAIA, CIBC Private Wealth
October 5, 2018CIO, Finemark Bank & Trust
September 28, 2018Investment Research , BBR Partners
September 21, 2018CFA, PNC Bank
September 14, 2018Head of Equity, Alternative Investments and Manager Research, Wilmington Trust
August 31, 2018Managing Member CIS, Biegel & Waller
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