wealth Experts
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Bill Doyle
Vice President, Principal AnalystForrester Research
Digital Trends in Wealth Management
Paul Labarge
Board Chair, CATAAlliance // Founding PartnerLaBarge Weinstein LLP
Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.
Danaya Wright
Professor | DirectorUniversity of Florida
Danaya Wright has expertise in real property, including probate, homestead, heirs' property, rail-trails, easements, and equal rights.
Susan Elkinawy, Ph.D.
Professor of Finance, College of Business AdministrationLoyola Marymount University
W. Robert Knechel
Chair | DirectorUniversity of Florida
W. Robert Knechel is an expert in auditing, financial reporting, and factors affecting the scope and timing of audit engagements.
William Petruck
President and CEOFUNDING matters Inc
Engaging, entertaining, informational speaker on philanthropic trends and the impact of wealth transfer on family dynamics
Ron Kaniel
Jay S. and Jeanne P. Benet Professor of Finance ProfessorUniversity of Rochester
Ron Kaniel is a financial expert who focuses his research on asset pricing, financial intermediation, and investments.
Milena Janjevic, PhD
Research Scientist / EngineerMIT Center for Transportation & Logistics
Dr. Janjevic's current research focuses on the design of supply chain networks.
Hannes Baumann, Ph.D.
Associate ProfessorUniversity of Connecticut
Hannes Baumann is an expert in coastal fish ecology and effects of marine climate change
Sensei Gilliland
CEOBlack Belt Investors
Honored As The Nations Leading Real Estate Expert & Mogul by Real Estate Wealth Magazine