The IA 25 for 2014

I’m truly honored to have been named to Investment Advisor magazine’s 25 most influential people for 2014. As my friend Howard Lindzon once told me, being on a list is only meaningful if you respect the other people on it. In this case, I’m flattered to be listed alongside Michael Kitces, Tom Nally, Mary Jo White and the rest.

My profile here:

Screen Shot 2014-04-28 at 12.11.55 PM


Thanks to Investment Advisor and congrats to all the others listed!


The IA 25 for 2014 (Think Advisor)

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