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.
Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-atlarge of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he is a sought-out speaker for many of the planning world’s most important professional conferences.
Breakout Session Speakers
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.
Ms. Jacko specializes in investment adviser, broker-dealer and fund regulatory compliance matters, internal control development, regulatory examinations and operational risk management. Her consultation practice is focused on the areas of mock examinations, annual reviews, policies and procedures development, testing of compliance programs (including evaluation of internal controls and supervision), performance advertising, cybersecurity, Regulation S-P and much more.
Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high- level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology).
A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology.
Prior to his current role, Johann was a senior director in the capital markets insights group. He worked closely with Russell Investments’ portfolio managers, economists, and investment strategists to keep advisors informed of the current capital markets environment, economic outlook, and perspective on product performance and strategies.
Johann joined Russell Investments in 2004 as a portfolio analyst for the global equity team, where he worked with portfolio managers and manager research analysts in structuring and monitoring Russell Investments’ non-U.S. equity and global equity funds, whose assets totaled over $15 billion. In this role, Johann helped develop analytical research tools, which are still used today to support decision making in Russell Investments’ multi-asset funds.
Shawn founded PlanPlus Inc. in 1990 and has a post‐graduate academic technology and AI background as well as being a Chartered Financial Planner. He is the recipient of many awards from Best Retirement Planning Research to Risk Profiling in Canada & Global Best Practices by the OSC‐Investor Advisory Panel. He has served on the board of directors for the FPA and is a frequent speaker at global academic, planning and industry trend events.
Shawn has gained a unique perspective on challenges faced by individual practitioners and large financial institutions that implement advice driven sales channels. Having worked with firms in North and South America, the Caribbean, Asia and Europe – both experienced planning organizations and firms in the initial stages of introducing financial planning – has provided Shawn with a unique understanding of this industry and emergent profession.
Evelyn is a Certified Financial Planner™ (CFP®) professional and serves as President Elect for the Financial Planning Association (the membership association for CFP® professionals with 23,000 members!). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader who currently serves on the Board of Governors for the premier business club in Orange County, the Center Club. She has served on the Board of Directors for WomanSage, the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, The Journal of Financial Planning, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.
Mark served on the national Board of Directors for the Financial Planning Association from 2011-2013, and currently serves on the Advisory Board for The Center for Investment and Wealth Management at UCI. His service for the Financial Planning Association includes board positions and committee work for two local chapters, and at the regional, state and national levels. He has serves on the Editorial Review Board for the Journal of Financial Planning (2002-current).