John Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Mr. Nersesian served as a board member of the Investments & Wealth Institute from 2006–2017, and as chairman for the 2014–2015 term. He is a faculty member for the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst ® (CIMA®) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and earned a BS in business and economics from Lehigh University.
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Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Jeffrey is also the Director of Advanced Planning at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.
He is a nationally-recognized and award-winning thought leader within the financial planning community.
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Steven Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Siegel is the author of several books, including: The Grantor Trust Answer Book, CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the graduate tax program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a BS from Georgetown University, a JD from Harvard Law School, and an LLM in taxation from New York University.
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Devin Ekberg is the Chief Learning Officer and the Managing Director of Professional Development for the Investments & Wealth Institute. He oversees the development and delivery of Institute conferences, online education, and print publications. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He currently serves on the investment committees for two nonprofit foundations. He earned a master’s degree in investment management and financial analysis from Creighton University.
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