Keynote Speakers
At the time of his departure, he was the longest tenured manager in Major League Baseball. Scioscia is one of five managers in MLB history to guide the same franchise for at least 19 straight seasons and just the fourth since 1975 (Bobby Cox, Sparky Anderson, Tommy Lasorda). Scioscia’s 1,650 wins ranks 18th all-time among managers and are second most all-time by a manager with one team, trailing only Walter Alston.
During his tenure with the Angels, Scioscia guided the team to six consecutive winning seasons (2004-09) for the first time in the club’s history. He led the Angels to seven playoff appearances, captured six American League West titles, won an American League pennant and led the Angels to the franchise’s first World Series title in 2002. Prior to his tenure, the Angels won a total of three division titles in the previous 42 seasons. He is a 2-time BBWAA A.L. Manager of the Year (2002 & 2009) and finished second in voting in both 2007 and 2014.
As a player, Scioscia was drafted by the Los Angeles Dodgers in the 1st round of the 1976 draft. He made his major league debut in 1980 and went on to play 12 years for the Dodgers. Scioscia was a key player on the Dodgers’ 1981 and 1988 World Series champion teams. In 1990, Scioscia became the first Dodgers catcher to start in an All-Star Game since Hall of Fame-er Roy Campanella.
Mark serves as a principal spokesman for Russell Investments investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. Mark is responsible for the quarterly Investment Manager Outlook and represents the investment division on the Board of Directors for the Russell Investment Company.
Mark holds a B.A. in Business Administration from Pacific Lutheran University. He is a CFA® Charterholder and a member of the Seattle Chapter of Financial Analysts.
Ed previously served as Senior Vice President and Head of Platform Technology for Fidelity Institutional where he managed the development and operations of platform technologies supporting RIA broker-dealers and family office clients of Fidelity’s clearing and custody businesses. Ed led his team to be granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology.
Ed’s previous experience includes an array of areas. Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.
Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.
Tina graduated with honors from New York University with a M.A. in Graphic Communications Management and Technology, where she taught Integrated Marketing and Leadership in the Graduate Program. She also earned a B.S. in Business Management, magna cum laude, from Fairleigh Dickinson University and holds a Series 65 license. Tina is a member of the Financial Planning Association and an industry judge for the T3 Advisor Student Competition and WealthManagement.com Industry Awards.
Speakers at the 2018 SSG Conference
In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management.
Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.
He has worked in the association management industry since 2000. Prior to joining NAPFA 2013, Brown had been an account executive with Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations. . Prior to his time at Sentergroup, Brown served as an association manager for SmithBucklin Corp., the world’s largest association management company based in Chicago.
Brown received his Bachelor of Arts degree in government & politics from the University of Maryland and his Certificate in fundraising management from Indiana University. He is a member of American Society of Association Executives and received his Certified Association Executive designation in (CAE) 2010. He is also a member of the Association Forum of Chicagoland.
Pike is Vice President at Tanglewood Legacy Advisors, LLC in Houston, TX, an independent firm which develops unique private wealth planning as well as investment strategies and exit planning services to entrepreneurs, executives and private business owners – serving as the Family CFO. He has more than 20 years of experience in the financial services industry.
Stacy has received numerous industry awards, among them, Investment News 2016 Women to Watch, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. She was also listed as a national Money Hero by CNN Money Magazine and received the Women’s Choice Award for one of the best financial Advisors for women.
Shawn has a B.Sc. in Applied and Computational Mathematics and a
Master’s Degree from York University focusing on Predictive Expert
Systems, a form of software technology commonly referred to as
“artificial intelligence.”
Shawn started working in the IT field in 1982 and in 1986 became
involved in the knowledge engineering and development of an early
financial planning expert system for a Canadian insurance company. In
1990 Shawn started PlanPlus Inc. and has been working in the financial
planning field ever since, delivering software, training and business
consulting services.
Tim is frequently quoted in the wealth management media on a wide range of
business management and industry topics. He is the author of a number of
industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s
Leeds School of Business.
Tim holds the Certified Financial Planner, CFP ® designation and served as an
elected member of the Financial Planning Association’s National Board of
Directors.
leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently.
Greg is widely recognized as one of the nation’s top financial advisors. In 2008,
Financial Planning Magazine named him to their elite list of “Movers and
Shakers.” In 2008 and 2009, Investment Advisor Magazine included Greg in its
list of Top 25 most influential financial advisors. He is one of a select few
advisors to be named in consecutive years. In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award™ for “Best in Tech”. Most recently, Financial Planning honored Greg with one of its Influencer Awards, presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.”