Casey Smith is President of Wiser Wealth Management. In June 2001, Casey became a Registered Investment Advisor and formed CT Smith Financial Services, which later became known as Wiser Wealth Management. Casey is a member of the Marietta Business Association and serves on the board of Hughes Polymer Additives, Inc and Laney Holdings, Inc (oil rights). He is also affiliated with Berry College’s Planned Giving Council, Campbell School of Business Executive Advisory Committee, Student Run Enterprises Advisory Board and Board of Visitors. Also a pilot, Casey has commercial aviation experience and serves on the Atlantic Southeast Airline Pilots Association’s Retirement and Insurance Committee as a “401k Specialist”. He has a Bachelor of Science degree with a major in finance from Berry College in Rome, Georgia and earned his Series 7 and 66 while employed with a financial firm in Atlanta. Casey also has a Master of Estate Preservation designation and a degree in tax training. He and his family live near the Marietta Square and attend Atlanta’s Church of The Apostles. Casey is an avid golfer and a member of Canon Gate at Eagle Watch/Bentwater Golf Club.
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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).
Aniket Ullal is the founder of First Bridge Data (www.firstbridgedata.com), a provider of institutional quality ETF data & analytics. Previously he had product responsibility for S&P's US index products including the widely tracked S&P 500 and S&P/Case-Shiller indices. First Bridge's clients range from individual financial advisors to hedge funds with over $10BN in assets. First Bridge's products include daily holdings & granular classifications data, as well as daily analytic dashboards to monitor ETF portfolio risk.
Russ Koesterich, CFA, JD, Managing Director and portfolio manager for BlackRock’s Global Allocation Fund, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the Fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.