Deb Aldredge
Chief Administrative Officer Farmers Insurance®
"It's one thing to get women hired, it's another to help them succeed."
Ronald G. Albahary
Chief Executive Officer, Legacy Advisors, LLC
"Ultra-high net worth clients are more likely better served by smaller, independent registered investment advisors since the larger firms aren't as nimble and adaptive as smaller firms to meet the complex planning and investment needs faced by the ultra-high net worth."
Cheryl Nash
President, Fiserv
"I truly believe that exceptional talent becomes the differentiator between an ‘ok’ organization and a great one."
Noreen Beaman
Chief Executive Officer, Brinker Capital, Inc.
"The best financial advisors have pure joy in the investment goals they’ve helped investors achieve."
John Phinney
Co-Managing Partner, ConvergenceLLC
"It surprised me that we in financial services, one of the richest industries among many, didn’t have the basic, fundamental data that other industries, like technology, have been using for years. In industrial America, manufacturing has been using benchmarking for a hundred years!"
Dale E. Brown
CEO, Financial Services Institute
"At the end of the day, my role as the leader of this organization is to serve the best interests of the association by helping it advance toward our key initiatives."
Mark S. Casady
Chairman and CEO, LPL Financial Services
"We do two things: one is, we very, very zealously review service levels so every week we review how we’re doing in the service areas, what’s working and what’s not working, where do we need to add more resources, so we have a very good feedback mechanism that tells us just how well we’re doing that."
Mike Consol
Editor, Real Assets Adviser Magazine
"We are trying to provide information to the chief executives and CIOs at RIA firms to, hopefully, push them in the direction of alternatives, and real assets in particular, because a lot of them are still living with those two-dimensional stock and bond portfolios."
Stephan & Associates
354 N. Detroit Street
Xenia , OH 45385
Phone: 937-374-2002
