The Latest

  • Laura Kogen is vice president within the Practice Management & Consulting organization of Fidelity Institutional Wealth Services (IWS), a Fidelity Investments company and a leading provider of trading, custody and brokerage services to registered investment advisors, trust institutions and third party administrators. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.\nMs. Kogen assumed her current position in 2011 and is responsible for working with clients on defining their strategic direction and establishing roadmaps and action plans to achieve business goals, as well as defining their marketing and business development plans, talent management opportunities, and strategies to deepen client engagement.\nPrior to joining Fidelity in 2011, Ms. Kogen was the interim chief operating officer of Sand Hill Global Advisors in Palo Alto. In her role, she was responsible for supervising all non-advice based teams, including finance and administration, compliance, operations and client service. She also worked as senior vice president of the Wealth Advisory segment at Boston Private Financial Holdings where she worked closely with Boston Private affiliates on leadership development, defining and leading strategic initiatives, developing growth strategies, financial management, governance, marketing and sales program development, human capital and performance management. Prior to moving into financial services, Ms. Kogen spent 15 years in marketing and sales in software, telecom, and Internet based technology companies.\nMs. Kogen received an undergraduate degree in marketing from Rutgers University and an MBA from Babson College.

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  • Kerekes, SPHR, SHRM-SCP, is ThinkHR Corporation’s chief knowledge officer and leads the ThinkHR Live, human resources service delivery and content teams. In addition to her company responsibilities, she writes management, HR and business articles and presents regularly to management groups regarding HR best practices.

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  • Laura Hamill, Ph.D., is chief people officer with Limeade.

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  • Laura Hanichak Gregg is Director of Practice Management and Advisor Research at FlexShares ETFs and Host of The Flexible Advisor Podcast.

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  • Kyle resides in Michigan where he was a graduate of Central Michigan University. He spent his first two years with Mass Mutual as a financial planner. Started his own health insurance agency in 1987 and slowly grew his agency until he sold it in 2000. Kyle then worked 9 years as a broker with the agency he sold to. He was an early adopter of Zywave and a charter member of UBA.\nAfter leaving the broker community in 2009, Kyle saw a need to help benefits brokers create new marketing strategies in three different areas: Improve their value proposition, Use wellness to open doors in the 100 plus marketplace, Create new revenue opportunities with existing clients. By implementing existing, but rarely used tax incentives and cost savings programs, Kyle has helped brokers save clients Thousands of dollars. His team is also one of the nation’s leaders in class action law suit recovery. All programs are designed to put money back into the employers pocket and solidify the broker’s role as a trusted adviser.\nKyle has ownership in a number of companies, most notable The Brokers Broker, also Wellness Brokers and Bottom Line Savings Consultants. His techniques and strategies help open new doors and solidify current relationships.

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  • Kyle Brownlee is a financial advisor and CEO at Wymer Brownlee in Enid, Okla.

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  • Kurt Nelson is a partner at SummerHaven Investment Management where he manages investor relations and product structuring. He was a managing director for UBS until July 2009, where he recently led the successful effort to acquire and integrate AIG’s commodity index business. Kurt was a supervisory committee member for both the Dow-Jones UBS Commodity Index and the UBS Bloomberg CMCI Index. In April 2008, he led the effort to launch the UBS exchange traded note platform (E-TRACS). Prior to joining UBS in 2007, Kurt worked for 10 years at AIG Financial Products, and his responsibilities included provided commodity index investment solutions for institutional investors, U.S. corporations, principal dealers and private banking clients. Kurt earned his B.S. in Mathematics from The College of William & Mary.

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  • Kristin North joined TD Ameritrade in November 2003 as Vice President, Institutional Marketing in New York. In 2008, Kristin re-located to Texas and transitioned to become a Vice President of Sales on the Strategic Relationship Management Team where she currently covers clients in six states. Prior to her role at TD Ameritrade, Kristin worked at Royal Alliance in Advisory Services and at an advisory firm affiliated with American Express Financial Advisors (now Ameriprise). Kristin graduated from Bucknell University with a degree in Art History and Studio Art and holds a Graduate Certificate from Sotheby's Educational Studies. Kristin is Series 7 and 63 licensed.

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