As CIO, David sets the investment philosophy and process for Lenox Wealth Advisors. He brings over 20 years of experience to leading our Investment Committee — overseeing the strategic and tactical asset allocation decisions of each portfolio through changing market cycles. Prior to joining Lenox Wealth Advisors, he served as CIO of Spinnaker Trust and before that, as an analyst at JP Morgan.

David is regularly sought out by the Wall Street Journal and other publications for his insights and commentary on market conditions. He’s also a frequent speaker at industry conferences on topics ranging from risk and investment management, to asset allocation strategies and investment portfolio design. He earned his Bachelor of Science in Finance from Northeastern University, an MBA from the University of Chicago, and holds the Chartered Financial Analyst® designation. David resides in Darien, Connecticut with his wife and children. In his spare time, he enjoys running and spending time with his family.

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing.

He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas. Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. Most recently, he was named RIA “Thought Leader of the Year” by WealthManagement.com.

Under Jeff’s leadership and direction, Gitterman Wealth Management has also served as the host of the 2018 Sustainable Investing Conference at the United Nations, as well as the 2016 and 2017 NYC Sustainable Investing Conferences. Jeff deeply believes that the migration of investor capital towards more Sustainable, Impact, and ESG investments is one of, if not the most effective way to help realize the United Nations’ Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate the rapidly growing Sustainable, Impact, and ESG Investing landscape.

Andy Hyer is a Client Portfolio Manager and Senior Analyst at Dorsey Wright & Associates, a Nasdaq Company. He is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts. He is also a regular contributor to Dorsey Wright research reports.

Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner™, Certified Investment Management Analyst, and a Chartered Market Technician.

He holds a B.S. from Utah State University with a dual degree in Finance and Economics.

Andy is responsible for researching and analyzing valuations and market conditions, which help to inform RegentAtlantic’s asset allocation. A member of RegentAtlantic’s Investment Committee, Andy monitors and rebalances client portfolios. He is focused on the firm’s bond holdings, and is also responsible for trading, analyzing and helping to manage risk of clients’ corporate and municipal bond holdings. Andy produces on a quarterly basis the RegentAtlantic New Jersey Wealth Index (RANJWI), a proprietary index that measures the health of the wealth in New Jersey. Andy graduated with a BA in Economics and Political Science from Drew University, and is a Chartered Financial Analyst® Charterholder, and a member of the CFA Society of New York. Andy was made partner at RegentAtlantic in 2010, just two years after joining the firm.

Paul is a Director of Institutional Partnerships for CFA Institute, the leading global association of investment professionals. Responsible for design and implementation of Employer Partnerships and Executive Education, including CFA-Harvard Business School’s Investment Management Workshop, he is passionate about wider adoption of CFA Institute standards as well as distribution and use of educational resources for the investment management profession.

Frequent speaker on the topical industry issues, Paul has been featured in video interviews available on the RIA Channel, Real Vision TV and AdvisorAnalyst. His conference speaking engagements include events by Pensions & Investments, InsideETFs, Exchange Traded Forum and CFA New York. Paul also started Csuite Talks series for CFA Institute’s Enterprising Investor online publication with over 15 interviews of printed interviews of leading CIOs, Asset Owners and prominent academics from Harvard, Yale, Sorbonne and New York University.

Prior to joining CFA Institute, Paul led the Sales/Business Development for North American Financial Institutions for Australasia’s premier bank, Westpac. In addition to his buy-side experience as Investments Director for a family office, Paul worked for and Deutsche, Société Générale and ANZ Bank.

Peter joined Plancorp in 2015 as a Wealth Manager. In 2017, Peter became Plancorp’s Co-Chief Investment Officer as well as an owner of the firm.

Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Journal and Forbes. In 2019, Wiley & Son’s will be publishing his first book titled Making Money Simple.

Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.

Jon leads Three Bell’s efforts to provide comprehensive wealth management services to the entrepreneurial community. This includes assisting families develop a plan for their wealth which incorporates asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinating those efforts across our clients' network of professional advisors.

Jon also works closely with Three Bell's corporate retirement plan division to help companies establish and manage 401(k), cash balance, and deferred compensation plans. Finally, for clients seeking private company liquidity, Jon works as a representative of a FINRA-registered broker dealer to facilitate private stock transactions.

Prior to co-founding Three Bell, Jon was a Financial Advisor at Smith Barney (later acquired by Morgan Stanley), and before that was a Global Licensing Manager at Apple. Jon holds a B.A. from the University of Washington, and a J.D. from the Santa Clara School of Law. Jon is a licensed attorney in the state of California, and is currently in the process of completing his Certified Private Wealth Advisor designation through Yale University.