Adam Chodos, JD, CPA is the Director of Advanced Markets for CPS EA Insurance Services and managing member of Chodos & Associates, LLC in Greenwich, CT. Adam focuses on advising significant families and businesses on asset protection, advanced estate planning, and taxation. Previously, he focused on asset protection and taxation at the New York headquartersof Brown and Wood, LLP (n.k.a Sidley Austin Brown & Wood) and with Ernst & Young, LLP consulting department. He holds a Certified Public Accountancy Certificate. He earned his Bachelor's degree in economics, summa cum laude, from the University of Pennsylvania and a law degree, high honors, from Duke University. He is a member of the New York, Connecticut, and American Bar Associations and the New York and Connecticut State CPA Societies and is profiled in various Who's Who journals. In addition, Adam is certified by the Connecticut and New York State Insurance Departments as a Continuing Education instructor and is approved to teach CFP-approved Continuing Education courses.
Mr. Chodos is also a frequent speaker and author for professional and business organizations, including, Morgan Stanley Smith Barney Roundtable, Citi Smith Barney Conferences, NY Society of Security Analysts, The Financial Planning Association, Estate Planning Council of Westchester, and New York University Executive Forum.
Daniel L. Daniels is a partner in Wiggin and Dana's Private Client Services Department and a member of the firm's Executive Committee. He divides his time between the firm's Greenwich and New York offices. Dan focuses his practice representing business owners, private equity and hedge fund founders, family offices, corporate executives and other wealthy individuals and their families.
Dan has been included on Worth magazine's list of the top 100 trust lawyers in the United States. He is a Fellow of the American College of Trust and Estate Counsel. The Best Lawyers in America guidebook has recognized Dan as the “2016 Lawyer of the Year” in the area of Trusts and Estates for the Stamford region. (For more information about the standards for inclusion in The Best Lawyers in America, please see www.bestlawyers.com/about/ ct_methodology.aspx). Dan received his A.B., summa cum laude, from Dartmouth and his J.D., cum laude from Harvard Law School.
Dan is a co-author of Trusts and Estates Legal Strategies (2008 Aspatore Books) and has written for various publications, including Trusts and Estates magazine, Estate Planning magazine, Practical Tax Strategies magazine, the National Law Journal and Exempt Organization Review. He also has been quoted on trust and tax-related subjects in the Wall Street Journal, Kiplinger's Personal Finance and Financial Planning. Dan is a current or former member of the board of various organizations including the Greenwich Library and the Fairfield County Community
Dan has a particular interest in working with owners of family- and closely held businesses. He worked for several years in his own family's third generation family business. He is a member of the Family Firm Institute and Attorneys for Family Held Enterprises, as well as Wiggin and Dana's Closely Held Business Practice Group.
Dan also partners with members of Wiggin and Dana’s Probate Litigation group in handling significant trust and estate litigations. He has also served
Karen Dolan, CFA is director of mutual fund analysis for Morningstar, managing Morningstar’s team of fund analysts and directing its coverage of mutual funds.
Prior to assuming her current role in February 2008, Dolan was a senior mutual fund analyst. She joined Morningstar in 2002 and the fund analyst team in 2004.
Dolan holds a bachelor’s degree in economics and English from the University of Michigan and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst (CFA) designation.
ANN FOWLER-CRUZ is of counsel to Cohen and Wolf, P.C. where she serves in the firm's Trusts and Estates and Elder Law Groups. She has been a staunch advocate for the elderly and the disabled for more than a decade. Her extensive knowledge in the area of Elder Law enables her to assist the elderly and the disabled in realizing the very best quality of life. From 1995 through 2006, Ms. Fowler-Cruz was a founding partner of the Law Firm of Hersh & Fowler-Cruz. Ms. Fowler-Cruz is a member of the National Elder Law Foundation.
Ms. Fowler-Cruz is admitted to the Bar in Connecticut, New York and the U.S. District Court, Eastern District of New York. She is a member of the National Academy of Elder Law Attorneys, Inc. (NAELA), Connecticut Bar Association, Westport Bar Association (she served as Treasurer), Regional Bar Association of Stamford, New York State Bar Association and the Westchester County Bar Association, where she sits on the Elder Law Committee.
Ms. Fowler-Cruz earned her J.D. at Quinnipiac College School of Law and her B.A. at Smith College.
Jack Gardner is the President of Thornburg Securities Corporation, distributor for the Thornburg family of mutual funds and a Managing Director of Thornburg Investment Management, the advisor. Jack has been involved in the investment advisory industry for over thirty years.
Jack received the Certified Investment Management Analyst® designation from the Investment Management Consultants Association ("IMCA"). He is the author of How to Write an Investment Policy Statement and is a frequent author on a variety of retirement income and fiduciary topics. He is the recipient of the 2009 Stephen Kessler Writing Award from IMCA for his Investments and Wealth Monitor article, "The Case for a High and Growing Stock Dividend Strategy in Retirement Portfolios". He is also on the Policy Board for the Investment Fiduciary Leadership Council.
Jack holds a B.S. degree in Accounting from Stonehill College and an M.S. in Computer Information Systems from Bentley College.
A 20 year veteran of SEI, Steve has played many strategic roles in the development, marketing, and implementation of SEI’s programs for the investment advisor marketplace. Currently, Steve is a key player in SEI’s very active New Advisor Sales Team. He is responsible for the dissemination of the SEI Advisor Solution within the Northeast region of the United States. Previously, Steve led the Advisor Practice Management Team, ensuring that advisors have the resources they need to take full advantage of SEI’s business improvement services.
Steve was also engaged as an SEI advisor business manager, focused on business consulting, planning, marketing and relationship management for an elite group of clients. Steve headed up the national “Business Assessment Process,” a major initiative for the Advisor Network, implemented with many of SEI's advisor relationships. This involved a thorough discovery and assessment, then development of action plans around an advisory firm. Other key SEI positions Steve has held include stints as both Managing Director in the eastern United States, as well as a Regional Director. It is this wealth of experience that brings Steve to his current role.
Before joining SEI, Steve was a vice president with First Fidelity Bank. While at Fidelity (Wells Fargo Bank), Steve was responsible for product management of the Corporate Cash Management programs. Steve also made a firm contribution to Merck & Co.’s sound financial planning and growth of their research division.
Heidi Horwitz-Marcus is a regional vice president and retirement plan counselor for American Funds Distributors, covering Connecticut, NYC Metro and North New Jersey. She lives in Ridgefield, Connecticut.
Prior to joining American Funds in 2006, Heidi spent five years working for Enterprise Fund Distributors as a regional vice president of sales covering the NYC Metro area. She was also a regional sales representative with Bear Stearns and Co. She began her career on the mutual fund sales desk at PaineWebber, Inc.
Heidi holds a bachelor’s degree in international relations and economics from the University of Wisconsin at Madison. She holds the Series 7, 26 and 63 securities registrations.
BRYAN JORDAN, CFA is the Chief Economist and Director of Financial Markets Analysis at Nationwide Insurance. He produces Nationwide’s U.S. economic and interest rate forecast, as well as the firm’s global growth and currency estimates, and he authors both a weekly economic commentary and quarterly economic newsletter. Prior to joining Nationwide in February 2005, Bryan served as an economist at Banc One Investment Advisors, where he was the honored recipient of the Henry J. Reese Memorial Award in 2001. He has been quoted in several media outlets, including The Wall Street Journal, The New York Times, Investor’s Business Daily, Reuters, The Dow Jones Newswire, and The Associated Press and his research has appeared in Barron’s and Blue Chip Financial Forecasts. He holds degrees in Economics and Political Science from Miami University and has earned the Chartered Financial Analyst designation. Bryan currently serves as the Chairman of the Ohio Council on Economic Education and is a member of the CFA Institute, the CFA Society of Columbus, the Ohio Governor’s Council of Economic Advisors, the National Association for Business Economics, the Bloomberg monthly economic forecasting panel, and Mensa.
Amit S. Khandwala, Executive Vice President, Chief Investment Officer - Equity Management
Amit has worked in the investment field for over 20 years. At Wright Investors’ Service, Amit has overall responsibility for U.S. and international equity management including the direction and implementation of quantitative equities research. Additionally, he is the portfolio manager for Wright’s international equity products. He was also responsible for the management of 21 international single country and regional funds domiciled in the US and in Luxembourg.
Amit has been published in the Journal of Portfolio Management and has conducted empirical financial research. Amit received a BS in Economics, Accounting, International Business and Computers from the University of Bombay, India, and an MBA in Investments, Corporate Finance, International Finance, and International Marketing from the University of Hartford. He is a member of the New York Society of Security Analysts.
David T. Leibell is a partner in the Trusts and Estates Department in the firm’s Stamford office. His focus practice areas include representing private clients, along with business succession and charitable planning.
David is a frequent lecturer to lawyer and nonlawyer audiences throughout the United States and has authored many articles on charitable, estate and tax planning. David has a monthly column on charitable giving for Trusts and Estates Magazine.
David has been quoted in numerous publications, including The New York Times, BusinessWeek and BloombergWealth Manager and has appeared on CNBC’s “Closing Bell with Maria Bartiromo.” David serves as the Chairperson of the Philanthropy Committee for Trusts and Estates Magazine and is listed in the Best Lawyers in America.
David received a B.A. from Trinity College, a J.D. from Fordham Law School and an LL.M. in taxation from New York University. David is admitted to practice in New York and Connecticut.
Mr. North is responsible for developing new business opportunities for The Advisory Trust Company of Delaware. Jim consults with financial advisors and RIAs to design trust solutions to meet their clients’ needs, and ensures delivery of those trust services.
Jim has over thirteen years of experience in the trust and financial services industry. Prior to joining Advisory Trust in February 2002, he was a Registered Representative with Prudential Insurance and Financial Services where he developed customized estate/financial plans for retail clients and sales of appropriate instruments to meet determined needs.
Jim holds a Bachelors of Science in Finance from Arizona State University.
Michael Pariano, Managing Principal of Highland Capital Brokerage – New England, entered the life insurance brokerage business in 1981 and works with independent producers in the design, implementation and administration of their clients’ estate, retirement, and business plan needs. He specializes in helping planning representatives of other disciplines such as property and casualty agents, employee benefits producers, stockbrokers, bankers and CPA’s to diversify their practices by selling life insurance products to fulfill their clients’ objectives.
Mr. Pariano graduated in 1981 with a BA degree from Kenyon College and has earned the Chartered Life Underwriter designation. He is a former President of the Connecticut Estate and Tax Planning Council, was Chair of the Board of Trustees of Westminster Presbyterian Church and a past president of The Country Club of Farmington, CT as well as maintaining current membership in several trade associations.
Peter Schiff is President and Chief Global Strategist of Euro Pacific Capital, a full service, NASD-registered broker-dealer which specializes in foreign securities. The firm was founded in 1980, and has offices in New York City; Los Angeles; Darien, CT; Newport Beach, CA; Scottsdale, AR; and Palm Beach, FL.
Mr. Schiff is a recognized expert in the foreign securities markets as well as the currency and gold markets. He has gathered international attention for accurately predicting the collapse of the housing and credit markets, the subprime crisis, and the increasing price of gold relative to the U.S. dollar.
Mr. Schiff delivers lectures at major economic and investment conferences around the country and the world. He is quoted often in the print media, including the Wall Street Journal, New York Times, L.A. Times, Barron’s, Business Week, Time and Fortune. His broadcast credits include regular guest appearances on CNBC, Fox Business, CNN, MSNBC, and Fox News Channel, as well as hosting a weekly radio show.
Mr. Schiff’s first book, Crash Proof: How to Profit from the Coming Economic Collapse, published by Wiley & Co. in early 2007, predicted the 2008 economic crash while the mainstream commentators were saying it was impossible. Last year, Wiley released his follow-up bestseller, The Little Book of Bull Moves in Bear Markets, which teaches readers how to protect their finances from the ongoing crisis. His current book, Crash Proof 2.0: How to Profit from the Economic Collapse, updates the original and discusses strategies for the next phase of the financial crisis.
Jeff Seitz, Vice President Advisory Services, has been with AAM for 4 years and has more than 15 years of financial services industry experience. Most recently, Mr. Seitz was an advisor for Rydex Investments provided marketing support to the independent advisor community on Rydex mutual funds, alternative investments and ETFs. Previously, he was with HSBC Bank and CtiGroup.
Mr. Seitz earned a Bachelor’s degree in Marketing from Syracuse University and a Masters in Business Administration from New York University . He holds the CIMA (Certified Investment Management Analyst professional designation and series 7 and 66 securities licenses.