KATHLEEN M. McBRIDEEditor in Chief Kate McBride is editor in chief of Wealth Manager. Before taking the helm at Wealth Manager, she was senior editor at Investment Advisor magazine and Web site.
For more than a decade, McBride ran new-media startups, creating groundbreaking, interactive financial content. She has worked with Reuters, Prodigy, Lipper Analytical, Dow Jones and CBS MarketWatch, among others. As an editor, senior producer, correspondent and columnist, McBride has reported on-air, in print and on the Web.
Early in her career she was a stockbroker; bond underwriter and trader; and an investment advisor. She is a steering group member of The Committee for the Fiduciary Standard.
McBride earned a BA from New York University, and in 2009 completed the Investment Strategies and Portfolio Management program at The Wharton School of the University of Pennsylvania. McBride has held NASD (now FINRA) Series 7 and futures; insurance and real estate licenses.  JAMES J. GREENEDITORIAL DIRECTOR Jamie Green is Editoral Director of Investment Advisor and Wealth Manager magazines. He has more than 20 years experience in print and electronic journalism. In the 1980s he was editor of Tele/Scope, a pioneering electronic news service based in New York that covered telecommunications business and research, and was editor of Telecommunications Research, a monthly journal. In the 1990s he worked for nine years at The New York Times, where was editor of TimesFax, an electronic version of the newspaper of record now known as Times Digest, and edited The New York Times Large Type Weekly. While at The Times, he led the editorial team that expanded distribution of TimesFax to remote corners of every continent on Earth, to every ship in the U.S. Navy, to scores of cruise ships, and to the international space station. He joined what was then Dow Jones Investment Advisor in 1999 as managing editor, was appointed editor of Investment Advisor magazine in 2000, and editor-in-chief in 2005. He holds a bachelor's degree in philosophy from St. Hyacinth College in Granby, Massachusetts, and studied theology on the graduate level at St. Anthony-on-the-Hudson, Renselaer, New York.
ROBERT HUEBSCHERContributor Robert Huebscher is CEO of Advisor Perspectives ( www.advisorperspectives.com), a free online database and weekly newsletter for wealth managers and financial advisors. SUSAN L. HIRSHMANContributor Susan L. Hirshman is a managing director and wealth advisor at JPMorgan Private Wealth Management in New York. PHILIP PALAVEEVContributor Philip Palaveev is president of Fusion Advisor Network and a leading authority on advisory practices. He was formerly a principal of Moss Adams LLP. Knut A. RostadContributing Editor Knut A. Rostad is the regulatory and compliance officer at Rembert Pendleton Jackson, an RIA firm in Falls Church, Virginia. Rostad has represented the firm in numerous initiatives to advance fiduciary status as the industry standard, and before the SEC, and in Congress.
Rostad is a founder of The Committee for the Fiduciary Standard. He served on the Financial Planning Association Government Relations Committee and “Best Practices” Task Force Panel in 2008. Rostad is an Associate at The Center for Business Ethics at Bentley College, and member of the Society of Corporate Compliance & Ethics.
Rostad earned a BA in Political Science at the University of Vermont and an MBA from the Norwegian School of Management. He is also an Accredited Investment Fiduciary (AIF) with the Center for Fiduciary Studies, Pittsburgh. BEN WARWICKCONTRIBUTING EDITOR Veteran investment strategist Ben Warwick brings 16 years of investment management expertise to WealthManagerWeb in his blog, Portfolio Gourmet. His market and economic insights provide readers with an insider’s view on generating alpha through alternative investments, asset allocation, and portfolio and investment strategies. Warwick is chief investment officer for Sovereign Wealth Management, and runs the investment programs and the research and risk management team. He is the author of several books, including Searching for Alpha: The Quest for Exceptional Investment Performance, (Wiley, 2000); The Handbook of Managed Futures, with Carl Peters, (McGraw-Hill, 1996); and The Worldly Investor Guide to Beating the Market: Beat the Pros at Their Own Game, (Wiley, 2001). He can be reached at Ben@qesinvest.comJ. GIBSON WATSON IIIJ. Gibson Watson III is president and CEO of Prima Capital, a Denver-based firm that conducts objective, institutional-quality research and due diligence on SMAs, mutual funds, ETFs and alternatives. www.primacapital.com |
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