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Brian Gaffney is a Managing Director and Chief Executive Officer of Allianz Global Investors Distributors (AGID). Based in New York City, the company is responsible for retail distribution and marketing for Allianz-owned asset managers in the U.S. including PIMCO, RCM, NFJ Investment Group and Allianz Global Investors Capital.Prior to joining AGID in July of 2008, Mr. Gaffney was a Managing Director and Head of Retail Distribution for Neuberger Berman, a position he held since 1999. Mr. Gaffney joined Neuberger Berman in 1993, having started as a regional vice president in the Institutional Mutual Funds division and subsequently as a senior vice president and National Sales Manager. Prior to joining Neuberger Berman, Mr. Gaffney was a regional vice president for Cigna Retirement Services from 1988 to 1993. He holds a BA in Sociology from Stonehill College.\n\n
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Brian is Cofounder and CEO of DoubleNet Pay, a financial wellness app that fully integrates with employer payroll providers to automatically pay employees bills and fund savings goals in line with employee paycheck cycles.\n
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Ashe, CLU, a 45-year MDRT member, has been in the insurance and investment business since 1969, assisting clients with life, health, disability income, annuity and equity products. His work is concentrated in estate conservation, retirement planning, employee benefits and business insurance strategies. Brian is the current Treasurer of the Life and Health Insurance Foundation for Education, past president of MDRT and the past president of the Chicago Chapter of the Society of Financial Service Professionals. He has 15 Court of the Table honors and four Top of the Table honors with MDRT.
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Brent Burns is President and Founding Partner of Asset Dedication, LLC. Brent brings more than a decade of financial and investment expertise to his work in applying academic research to the development of practical and innovative portfolio strategies. Brents deep background in empirical finance formed the basis for Asset Dedications modeling and analysis. His work with Asset Dedication began more than a decade ago at the University of San Francisco, where he partnered with co-Founder Steve Huxley to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. Previously, Brent was a philanthropic advisor working with high net worth families and a financial advisor for Morgan Stanley in Orinda, California, targeting small business owners seeking fixed-income strategies. Prior to that, Brent ran an independent consulting business for small firms and managed the Family Office for his own family. He holds an MBA from the University of San Francisco.
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Breanna Scott, product and service management director with The Standard, guides the strategic development on its product portfolio, including market analysis and product positioning. She leads the group insurance product team responsible for creating and refining The Standard’s employee benefits, and voluntary product and service offerings.
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Brandon leads all Wealth Advisors at United Capital, a company focused on reaching beyond the money to help people make conscious decisions about their entire financial life. As one of the founding firms of United Capital, Brandon has helped transform the company from a crazy idea to one of the most innovative and progressive brands in the financial services world.\nIn his current role, Brandon has three main focuses: Wealth Advisor Relations where he serves as an advocate and liaison to the firms growing number of advisers; the firms MDA (Million Dollar Advisor) Program focused on accountability and coaching, and finally New Advisor Partnerships, where he helps adviser facilitate their transition and new partnership with United Capital.\nA recognized champion and leader of Gen X and Y, Brandon frequently lends his unapologetic tone and enthusiasm to various industry forums, social media and other media outlets, such as The Wall Street Journal, SmartMoney, Financial Planning, and Investment News.\nBrandon graduated with honors from Texas Tech University and holds a BS in Personal Financial Planning and is a Certified Financial Planner Practitioner. His wife, Shelby, keeps him focused, and their identical, mirror-image twin boys keep him on the move constantly.
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