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Welcomes and Promotions

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As of August 1, IA editor Jamie Green was named editor-in-chief, and Staff Editor Bob Keane was promoted to managing editor of the magazine. Earlier this summer, Kathleen M. “Kate” McBride–a veteran stockbroker and bond trader turned journalist–joined us as staff editor ([email protected]). Welcome, Kate, and congratulations, Bob.

Coming Attractions

Here are the venues and topics of appearances during the coming conference season for IA staff, columnists, and contributors:

Olivia Mellan is speaking at NAPFA West on September 9 in Jackson Hole, Wyoming; to CPAs in Virginia on September 16; and in Cincinnati, Ohio, on September 22 for Ohio CPAs.

Editor-in-Chief Jamie Green will give the keynote speech at the NAPFA South Regional meeting in Orlando on November 10.

The following regular contributors will be speaking at the Fourth Annual Investment Advisor Wealth Advisor Summit in Palm Beach Gardens, Florida, on November 30-December 2:

Editor-in-Chief Jamie Green serving as host

Andy Gluck on advisor technology

Mark Tibergien on practice valuations

Ben Warwick on absolute return strategies

Tom Giachetti on advisor compliance


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