Chris became part of Adviser Investments in 2011 when Adviser acquired Kobren Insight Management from E*Trade Financial. He is now a Senior Vice President and responsible for individual bond investments for the firm's clients. Chris joined Kobren in 2001 as Vice President and Fixed Income Manager and also servered as a member of KIM's investment committee. Prior to joining KIM, Chris was a Vice President in the Private Client Services Group of Robertson Stephens Inc., in Boston, where he designed and implemented fixed income portfolios for high net worth clients. Before Robertson Stephens, he was a Vice President of Donaldson, Lufkin & Jenrette in Boston, where he was the head fixed income trader for the New England region. Chris graduated from Northeastern University.
Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio" (W&A Publishing/Trader's Press).
Mr. Lacen is a financial services entrepreneur who has spent the last seven years cultivating Mosaic Theories by leveraging a background in financial markets. From 2008 to 2009, he worked setting up his personalized real-time investment letter/fund his freshman year at Fordham. Randy has successfully completed a full course-load of study as well at Fordham University in the Bronx and is a Series 7 Candidate. He also studied at Monroe College where he graduated as a SIFE Alumni and is using his ever new found knowledge of financial markets now to continue his career as a successful finance entrepreneur.
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. He has authored seven more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010) and The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).
He also co-authored five books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Ivestment Mistakes Even Smart Investors Make (2011, with RC Balaban) and Reducing the Risk of Black Swans (2013 with Kevin Grogan). He writes the blog Wise Investing for CBS’s personal finance Web site http://www.cbsnews.com/search/author/larry-swedroe, He also writes for IndexUniverse.com http://www.indexuniverse.com/sections/index-investor-corner.html and you can follow him on Twitter (http://twitter.com/larryswedroe).
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
Chris became part of Adviser Investments in 2011 when Adviser acquired Kobren Insight Management from E*Trade Financial. He is now a Senior Vice President and responsible for individual bond investments for the firm's clients. Chris joined Kobren in 2001 as Vice President and Fixed Income Manager and also servered as a member of KIM's investment committee. Prior to joining KIM, Chris was a Vice President in the Private Client Services Group of Robertson Stephens Inc., in Boston, where he designed and implemented fixed income portfolios for high net worth clients.
Before Robertson Stephens, he was a Vice President of Donaldson, Lufkin & Jenrette in Boston, where he was the head fixed income trader for the New England region. Chris graduated from Northeastern University.