Portfolio Manager, Head of Alpha Strategies, Bitwise Asset Management
November 30, 2023 10:30 a.m. - 11:00 a.m.
A moderated panel of industry experts will take to the stage to further the morning's discussion on preserving your clients' wealth and preparing your practice for the great wealth transfer.
Speaker Bios
April Ferrell, CIMA® Director of Business Development, Executive Director of the Investments & Wealth Foundation, Investments & Wealth Institute
April Ferrell serves as managing director of business development and executive director of the Investments & Wealth Foundation. Ferrell most recently was with Barron’s Group, where she was global managing director wealth & asset management, heading up partnerships and relationships with the asset manager community across the globe. She also managed content from the asset manager cohort for Barron’s Advisor Summits, which included all advisor channels and wealth management firms. Ferrell originally joined Barron’s in 2010 as the national sponsorship manager. Previously, she was senior vice president, national accounts manager with BNY Mellon/Dreyfus, and spent five years with J&W Seligman in national accounts. Ferrell earned a BA in economics from the University of Virginia. She is also a CIMA® certified member of the Institute and was the winner of the 2022 Morgan Stanley Association of Professional Investment Consultants Champion Award.
Jeffrey R. Brooks is a senior wealth strategist with the Specialist Consulting Group at Janus Henderson Investors. Before joining the firm, Brooks served 24 years in similar roles at Capital Group, UBS and Merrill/Bank of America. Before entering the financial services industry, he was partner in a boutique estate planning firm in St. Louis, Missouri, and spent five years clerking for the judge of a probate court. Brooks earned both an undergraduate degree in journalism and a law degree from the University of Missouri at Columbia. He holds FINRA Series 7, 63, 66 and 24 securities licenses.
Jeff Park, CFA Portfolio Manager, Head of Alpha Strategies, Bitwise Asset Management
Jeffrey Park is the portfolio manager and head of alpha strategies at Bitwise Asset Management. Before joining Bitwise, Park was a partner at Corbin Capital Partners where he spearheaded the firm’s digital asset investments. Before Corbin, Park focused on U.S. credit investing for the internally managed portfolios at Harvard Management Company and served as an exotic equity derivatives trader at Morgan Stanley. He earned a BA in economics and international relations from Stanford University and is a CFA charterholder.
