The Latest

Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

Andrew Brickman, Account Manager for Corporate Synergies, is an innovative expert in employee benefits plan management and benefits administration strategies.

Andrew L. Berkin, PhD, is an expert in structured investment management whose publications on taxable investing are widely read and cited. Dr. Berkin is the Chief Investment Officer of Vericimetry Advisors LLC, which intends to make the necessary filings to become an investment advisor registered with the Securities and Exchange Commission during 2011. Dr. Berkin has over 14 years in investment management. Prior to that, he conducted research in theoretical physics and scientific data visualization. He received a PhD from the University of Texas at Austin and a BS with honors from the California Institute of Technology, both in physics.

Andrea Turner Moffitt is a national thought leader on women investors. Her new book Harness the Power of the Purse: Winning Women Investors is the culmination of three years of research on women investors across six countries. She also co-authored a groundbreaking global study on women investors in partnership with the diversity think-tank the Center for Talent Innovation where she serves as a senior managing director. Her work has been featured in the Forbes, Harvard Business Review, Inc., New York Times, and the Wall Street Journey. \nTurner Moffitt is also the co-founder of 1000 Strong, a modern platform inspiring women to be more confident investors through online content, in-person events and experiential learning with a focus on advancing women entrepreneurs. With a decade of experience on Wall Street in investment banking and asset management, she worked globally at Citibank and earlier in her career she helped build a hedge fund and financed high growth technology companies. An honors graduate from Columbia Business School and the School of International and Public Affairs, Turner Moffitt earned her BA from Tulane University. She is the co-chair of Columbia Business School's Social Enterprise Alumni Circle, a board member of Tulane University's Center for Engaged Learning and Teaching and is a term member of the Council on Foreign Relations.

Ms. Trachtenberg has over 25 years of financial service marketing experience. She is currently the Chief Marketing Officer for Altegris responsible for all aspects of strategic marketing and integrated marketing communications including branding, web, sales promotion, advertising and public relations.Ms. Trachtenberg was previously the Founder and Managing Director of Ivory River Group, LTD, a boutique strategic marketing consulting firm that served the needs of a diverse group of leading financial and professional services firms. Prior to that, Ms. Trachtenberg was Senior Vice President and Head of Global Marketing for Lehman Brothers Global Investment Management. There, she spearheaded the creation and launch of a new global external and internal branding strategy. Before Lehman Brothers, Ms. Trachtenberg was Senior Vice President and Chief Marketing Officer for asset management firm Neuberger Berman. She is credited as a key architect of the growth and success that lead to Neuberger’s eventual acquisition by Lehman Brothers.Ms. Trachtenberg received her M.B.A. in Marketing with honors from Pace University, New York, and a B.S. in Management Science with honors, SUNY Binghamton. She also holds a Certificate in New Product Development from the University of Pennsylvania Wharton School of Management.