The 25 Most Influential People in the Investment Advisory Business

I just wanted to take a moment to thank the folks at AdvisorOne Magazine for naming me to their tenth annual Most Influential list.  There are some really interesting choices on the list from a macro perspective but I am most honored to appear among my colleagues in the wealth management space, many of whom I’ve admires for a long time.

Visit AdvisorOne for the special issue here:

2012 IA 25

And the full press release here:

Who Are the ‘Most Influential’ People in the Investment Advisory Business? The 10th Annual IA 25 Reveals Honorees for 2012

–HighTower’s Weissbluth, PIMCO’s El-Erian, SEC’s Schapiro and DOL’s Borzi lead annual list; –Exclusive interviews and insights available in the May issue of Investment Advisor and online throughout the month on

NEW YORK, April 24, 2012 /PRNewswire via COMTEX/ — Investment Advisor, the leading publication for independent and independent-minded investment advisors and financial planners, has announced its 10th annual IA 25: the 25 most influential people in and around the advisor community. Investment Advisor’s editors selected these honorees for the impact they have had and will continue to have on investing, practice management, technology and the regulatory universe in which all advisors operate.


“Over the 10 years that Investment Advisor has published the IA 25, we’ve never ranked our choices in order of importance,” commented Investment Advisor’s group editor-in-chief, Jamie Green. “This year, however, it would be hard to argue with the choice of Elliot Weissbluth from HighTower, Mary Schapiro from the SEC, Mohamed El-Erian from PIMCO and Phyllis Borzi from the Department of Labor as having particular influence in the professional lives of advisors and the clients they serve. They stand at the center of implementing wide-ranging legislation and regulation, to building innovative advisor business models to affecting in significant ways how, when and where advisors invest on behalf of their clients. They are, in our editors’ judgment, the most influential people in and around the advisor universe.”

The IA 25 profiles in the May issue of Investment Advisor include exclusive interviews with Weissbluth, Schapiro, El-Erian and Borzi, as well as with Vanguard founder John Bogle, MFS Chairman emeritus Robert Pozen, new TD Ameritrade Institutional head Tom Nally and more, including leading advisors, advisor partners, regulators, legislators and advisor association leaders. Full interviews and more complete profiles will be available throughout May through an special report providing advisors with insights on the issues and trends that will affect them this year and in coming years.

This year’s IA 25 are:

Elliot Weissbluth, HighTower Advisors

Mohamed El-Erian, PIMCO

Mary Schapiro, U.S. Securities and Exchange Commission

Phyllis Borzi, U.S. Department of Labor

Amy Webber, Cambridge Investment Research

John Bogle, Vanguard

Charles Biderman, TrimTabs

Chip Roame, Tiburon Strategic Advisors

Dale Brown, Financial Services Institute

Eric Clarke, Orion Advisor Services

John Peluso, Wells Fargo Advisors Financial Network

Jon Henschen, Henschen & Associates

Michael Kitces, Pinnacle Advisory Group

Robert Pozen, MFS Investments

Tom Nally, TD Ameritrade Institutional

Richard Lampen, Ladenburg Thalmann Financial Services

Allen Stanford and Jon Corzine

Joshua Brown, The Reformed Broker

Jud Bergman, Envestnet

Julie Littlechild, Advisor Impact

Mario Draghi, European Central Bank

Mark Tibergien, Pershing Advisor Solutions

Xi Jinping, People’s Republic of China

Dr. Kent Smetters, Wharton, Veritat

Larry Roth, Advisor Group

“Once again, the willingness of these leaders to sit down and discuss the key issues affecting the industry reflects the importance of independent advisors on both Wall Street and Capitol Hill,” said John Sullivan, editor-in-chief of Investment Advisor.

About Investment Advisor

With a circulation of 110,000, Investment Advisor is now in its 32nd year of serving independent and independent-minded investment advisors and financial planners across the United States through its monthly magazine and online at Investment Advisor and are part of the Investment Advisory Group of Summit Business Media, LLC, which also includes Research magazine.



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