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Tom Roseen is head of research services with Lipper. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research,
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Tom Perrotti is president of ADP’s major account services and ADP Canada organizations, which provide human capital management services to businesses with 50 to 1,000 employees across the U.S. and Canada.
July 1 -
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years.Mr. Lydon began his career with Fidelity Investments and was a founding member of Charles Schwab's Institutional Advisory Board. He serves on the Board of Directors for U.S. Global Investors, Inc. and Rydex | SGI; and is also on the Pacific Investment Management Co., LLC (PIMCO) Advisory Board for RIAs.In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. He is a regular contributor to major print, radio, and television media and is invited to speak to audiences at financial conferences around the world. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor.
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Tom Kaminski is a Strategic Relationship Consultant for TD Ameritrade Institutional. Through Practice Management and Consulting engagements, Tom helps TD Ameritrade advisors build better businesses, grow assets, increase referrals, retain clients, and navigate the increasingly complex, yet powerful, technology landscape.\nTom has been with TD Ameritrade Institutional for 8+ years working within the sales organization focusing on business development for prospective and existing TDA clients. Tom has a BSBA in marketing from Creighton University, and series 7 & 66 licenses. He lives in Chicago with his wife and (unfortunately) roots for the Chicago Bears.
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