The Latest

Robin Gelburd, JD, is the President of FAIR Health, a national, independent nonprofit organization with the mission of bringing transparency to healthcare costs and health insurance information. FAIR Health possesses the nation’s largest collection of private healthcare claims data, which includes over 30 billion claim records contributed by payors and administrators who insure or process claims for private insurance plans covering more than 150 million individuals. Certified by the Centers for Medicare & Medicaid Services (CMS) as a national Qualified Entity, FAIR Health also receives data representing the experience of all individuals enrolled in traditional Medicare Parts A, B and D; FAIR Health houses data on Medicare Advantage enrollees in its private claims data repository. Ms. Gelburd is a nationally recognized expert on healthcare policy, data and transparency.

Robert Powell is president and founder of Unison, LLC, a Swampscott, Mass.-based financial education, communications and consulting firm. He is the editor of Retirement Weekly, a Marketwatch-Dow Jones subscription publication and he writes two columns for MarketWatch.com, including On Retirement and Your Portfolio.Powell serves as the editor of the Retirement Management Journal and as an adjunct professor for the Boston University Center for Professional Education Online Retirement Management Analyst Program.He recently served as the Examination Workbook Editor for the Retirement Income Industry Association’s Retirement Management Analyst(sm) and as a lecturer at the Boston University-Financial Planning Association Lifecycle Investing for Financial Planners program. He also served as a content strategist to the Financial Planning Association, having played a key role in the development and launch of its Virtual Learning Center, Research Center and its public-facing website.Powell has also served as executive producer of "More Than Money," a personal finance television series in development from Connecticut Public Television & Radio and “The Truth About Retirement,” another television program in development from Connecticut Public Television and Radio. He was the co-author of “Decoding Wall Street,” an investment primer published by McGraw-Hill, and author "20 Tips for Retirement Investors,” published by MarketWatch.com.Powell formerly served as Managing Director at Acadient, where he was responsible for the Boston University Online Program for Financial Planners, a CFP® registered program, the Center for Fiduciary Studies' Accredited Investment Fiduciary™ Web-based Program, and the Lightbulb Press' 401(k) Basics Program. Previously, Robert served as director of marketing, training and education for FundQuest, an investment management firm, and president of FinStream.com, an online financial education company.From 1993 to 2000, he served as Managing Director and editor-in-chief of Boston-based DALBAR, Inc. where he was responsible for all aspects of the firm's multi-million dollar publishing company: Mutual Fund Market News, Variable Annuity Market News, The Journal of Mutual Fund Services, Registered Investment Advisor, Visionaries, and “Advice, Trust & Money.” Powell played a lead role in creating and developing CompuServe WOW!'s personal finance and business website, and TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.'s MoneyCentral that enabled consumers to search for and select a financial advisor.Prior to joining DALBAR, Powell served for five years as personal finance and mutual funds columnist for The Boston Herald where he created "The Money Manager" column and co-wrote "On State Street." He has also served as a business reporter for the Berkshire Eagle and Boston Business Journal.Powell has extensive internet, broadcast, print and radio experience: His work has appeared in The Wall Street Journal, the Financial Times, The Boston Globe, and Your Money. He has served as host or co-host of several television, radio and internet chat programs, including Consumer Portfolio on Boston Cablevision, Talk of New England on New England Cable News, The Money Manager on WMEX-AM Boston, and FundWire on AmericaOnline.Before becoming a financial journalist, Powell worked as a registered representative for DeanWitterReynolds. Powell was graduated with a bachelor's degree from Marquette University and a master's degree in journalism from Boston University College of Communication\/ School of Management.) Robert attended Boston University's Program for Financial Planners, a CFP® board-registered program.Powell serves or has served on the following boards: Jewish Journal Boston North; Swampscott Little League; the Nicholas Green Scholarship Fund, Inc.; Project SAVE Armenian Archives, Boston University Program for Financial Planners; Jewish Federation of the North Shore (Mass.) Interfaith Outreach Committee; NICSA Technology Committee, and Lynn Youth Hockey. He is a member of the Society of Business Editors and Writers. He lives in Swampscott, Mass. with his wife and four children, triplet sons and a daughter.

Improved client service, more revenue and deeper knowledge are all benefits.

Bob Niederman, Director of Coaching for CEG Worldwide, is a pioneer in the field of corporate coaching. As the principal of Palo Alto, California-based Profound Coaching, Niederman since 1993 has coached more than 100 Silicon Valley CEOs. His presentations, "The Psychology of Rainmaking" and "Breakthrough in Leadership," focus on what is required to be a powerful rainmaker and a breakthrough leader. He has helped numerous financial advisors surpass their preconceptions about their businesses' limitations and achieve far higher levels of ambition and accomplishment. \n\nNiederman has worked with CEG Worldwide to design, develop and facilitate its results-oriented Breaking Through coaching program, which teaches financial advisors how to optimize their businesses in order to achieve significant growth in profits and assets under management. He was instrumental in building CEG Worldwide's Elite Advisor Forum—a focused study group of top-level financial advisors that provides participants with unique breakthrough opportunities in business development. \n\nNiederman received a BS in psychology from UC Santa Cruz and his PhD in educational psychology from the University of California, Berkeley. He also completed postdoctoral work at Stanford University and received coach training at Newfield Network. He worked as a therapist for 14 years before entering the coaching field; that background uniquely qualifies him to deal with the most challenging interpersonal workplace issues.

Rob Lutts serves as President and Chief Investment Officer for Cabot Money Management, Inc. He is head of the company’s Investment Policy Committee and oversees a select group of client accounts. Rob has taken a strong interest in global research, particularly China and India, and emerging markets in general. He is a regular contributor on CNBC, Bloomberg, and FOX Business News. He has also been quoted in leading publications, such as The New York Times, The Wall Street Journal and Barron’s.He received his MBA degree in investments and finance from the University of Massachusetts in Amherst and his bachelor of science degree in finance and management from Babson College.In addition to his business pursuits, Rob is active in many community organizations, including acting as treasurer of the North Shore Chamber of Commerce, trustee of the Tabernacle Church, member of the Board of Directors of Salem Rotary Club. Rob is an overseer of the North Shore Medical Center Foundation, treasurer of the Board of Commissioners of the City of Salem Trust Funds, and member of the board of Partners Healthcare System Corporation. He is also the president of the Salem State College Foundation as well as a sponsor of Babson College’s Mentor Program and Babson’s Consulting Alliance Program.

Rob Lieblein joined Marsh, Berry & Co., Inc. in 2012 as an Executive Vice President on the Mergers & Acquisitions team. He is responsible for a wide variety of activities relating to deal execution on both buy side and sell side M&A transactions, including internal and external perpetuation planning. He has extensive knowledge as it relates to acquisition analysis, transaction valuation and structuring, acquisition strategy, due diligence, negotiations and post-acquisition consulting. Rob has over 25 years of experience and during his career, has been involved in more than 150 M&A transactions. He has written numerous articles for industry publications and is a frequent speaker for industry trade groups and associations. He maintains the Series 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker\/Dealer of Marsh, Berry & Co., Inc. Prior to joining MarshBerry, Rob was a managing partner at Hales & Company.\nHe holds a Bachelor’s Degree in Accounting, Mathematics and Computer Science from Shippensburg University. Rob is also a Certified Public Accountant.