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.
Deborah created AdvisorTouch (originally Fox Financial Planning Network) to solve a widespread industry problem: the lack of advisor adoption and implementation of available information, tools, and technology.
As Private Ocean CEO, Greg leads the development of new systems and services; sits on the investment committee; sets technology strategy for the firm, and works directly with clients on financial planning and investment strategy. He also maintains close partnerships with respected trust and estate attorneys and accountants who serve high net worth individuals.
In 1991, Greg established Friedman & Associates, which he grew from a sole proprietorship into a nationally recognized wealth management firm. In 2002, Greg’s quest to involve and empower clients led him to found Junxure, a technology platform for delivering premium client service. In 2007, Friedman & Associates earned the coveted Schwab IMPACT® award for Best-in-Tech for their innovative use of the CRM to enhance the client experience. Greg was also recognized in InvestmentNews’ 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards.
Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.
He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC.
Dave’s passion for advocating for consumers has led him to various volunteer roles with NAPFA including, Chair of the Public Policy committee, South Region Board member, and numerous working groups. He has also served on many CFP Board committees and continues to work with the CFP Board on consumer protection issues and advancing the financial planning profession. His expert advice and commentary have appeared in The New York Times, Bloomberg, Kiplinger’s, InvestmentNews, and other national media.
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.
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.
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.
In her role as head of the tax department, Tara is responsible for supervising and organizing the tax return preparation for approximately 300 clients, calculating estimated tax payments, handling Roth IRA conversion calculations, as well as Charitable Remainder Trust analyses and distributions, and understanding the new tax law implications for the firm’s current clients. She also conducts year-end tax planning meetings and often works closely with the Rowling & Associates financial planning team to evaluate the tax impacts of financial planning options.
Tara first joined the Rowling & Associates team seven years ago and worked at two CPA firms prior to that. She holds a bachelor’s degree in business with an emphasis in accounting from California State University San Marcos, and a master’s in taxation from National University. Tara earned her Certified Public Accountant license in January of 2011.
Recently, Tara was recognized by the San Diego Business Journal as one of the Most Influential Women in Accounting in 2019.
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.