May 3, 2018 - Conference Speakers
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Michael Fardy, CIMA, CPM
Northern Trust FlexShares

Michael Fardy is National Sales Manager for the FlexShares Exchange Traded Funds Group. He is a seasoned executive with over 20 years of experience distributing investment solutions through financial intermediaries. Mike’s responsibilities in addition to collaborating with targeted clients, include sales management, distribution strategy and brand and product management. Mike has worked in the ETF industry for over 10 years, in business development, national accounts, and most recently in ETF Strategy. Mike graduated from the University of Michigan with a BA in Economics, and also holds the CIMA and CPM designations. Mike and his family live in the Boston area.


Richard Feder
Feder Insurance Services LLC
Mr. Feder is a partner in Feder Insurance Services LLC, a Cranford, NJ-based independent insurance agency offering a broad array of commercial health and individual health insurance expertise. Feder is an insurance professional with over 20 years’ experience assisting individuals and small and large businesses with their insurance needs. His primary area of expertise is assisting clients in understanding Medicare and related Medicare insurance products, including Medicare Supplements, Medicare Advantage Plans and Medicare Part D Prescription Drug Plans. Feder has spoken extensively about Medicare and insurance products to senior groups and at libraries and business associations. Feder spent 30 years on Wall Street with Merrill Lynch, PaineWebber and UBS, and has a broad professional insurance background both within the corporate world and in managing successful insurance agencies. He is a graduate of Rutgers University (BA) and Pace University (MBA). Feder has served on the boards of the Risk and Insurance Management Society (RIMS) and the National Investor Relations Institute (NIRI). He is a member of the National Association of Health Underwriters.
Elise Feldman, CPC, AIF®
Feldman Benefit Services, Inc.
Elise speaks frequently to financial professionals and business owners on retirement planning, employee benefit programs, compensation techniques, entrepreneurship, and leadership. She is a certified sponsor of the State Board of Accountancy and offers CPE credits to individuals in the CPA Continuing Education Program. She speaks before Life Insurance and Financial Planning organizations which offer CE Programs. Ms. Feldman is on the Board of the Small Business Council of America (SBCA), the Board of the Jewish Federation of Middlesex and Monmouth Counties, and the Board of the Axelrod Performing Arts Center. She is a member of the American Society of Pension Professionals and Actuaries and the Financial Planning Association. In 2008, Elise was honored by the Small Business Council of America by receiving the "Connie Murdoch Award" which is given to one SBCA member each year who has gone beyond the call of duty on behalf of the SBCA.
Michael F. Kay, CFP®
President of Financial Life Focus
Michael F. Kay is a Certified Financial Planner®, author and speaker on personal finance and financial life planning. He is the author of two books (The Feel Rich Project and The Business of Life) and he speaks and delivers workshops across the U.S. His latest book, The Feel Rich Project, is about transforming your relationship with money - reaching clarity on what matters most and developing a personal plan to reach it. He is the President of Financial Life Focus and a regular contributor to Forbes and Psychology Today.
Robert Kuharic, CFA
Russell Investments

Robert Kuharic is the Investment Strategist for Tax Managed Solutions at Russell Investments. In his role, Rob implements model strategies into client portfolios and helps set strategic asset allocation targets while driving product innovation on not only the private client side of the business but also globally. Prior to assuming this role in 2014, Rob was a portfolio manager on the Multi-Asset team focused on Tax Managed Solutions. He also served as the Portfolio Manager on Russell’s Tax Managed Equity portfolios and separately managed accounts (SMAs) in the Tax Managed space at Russell starting in 2002. In 2010, Rob managed Russell’s Small Cap Funds; he implemented and managed a Small Cap separate account for the Korean National Pension System. His Russell career started as an analyst in Russell Proprietary Research (RPR), a division within Russell’s trading group. Prior to Russell, Rob worked at ING Group and Furman Selz Capital Management, performing research and performance analysis, as well as quantitative and risk analysis. Rob is a principal spokesperson for Russell’s investment process and frequently speaks to clients, contributes to Russell’s “Helping Advisors” blog, and presents at industry conferences to help clients understand the potential benefits of Tax Managed investing. Rob holds a B.B.A. in Finance & Investments from Bernard M. Baruch College at City University of New York University. He is a member of the Seattle Chapter of Financial Analysts and is also a CFA® Charterholder. 


Ben Lewis
Financial Planning Association (FPA)
With more than 20 years of public relations experience in financial services, non-profit, and government, Ben Lewis is able to use his experiences in helping FPA members learn how they can build long-lasting relationships with journalists. Prior to becoming the Director of Communications and Public Relations for FPA, Ben consulted for dozens of advisers and organizations across the country. He is also author of Perfecting The Pitch: Creating Publicity Through Media Rapport, which was released in 2007.
Everett Lo
Social Security Administration
Everett Lo has 25 years’ experience with the Social Security Administration where he works in the New York Regional Public Affairs Office building coalitions with federal, state and local elected officials and government agencies, as well as the media, community-based organizations, advocacy groups, employers and the faith-based community. Mr. Lo has chaired the New York/New Jersey Regional Network of the White House Initiative on Asian Americans and Pacific Islanders, and has served for many years on the regional chapters of the U.S. Interagency Council on Homelessness and federal task forces on Prison Re-entry, HIV/AIDS and Environmental Justice. Mr. Lo is a longtime member of the New York Chapters of the Organization of Chinese Americans and the Asian American Journalists Association.
Mark Milbrod, CLU
ASG Life
Mark is the Principal/Owner of Agent Support Group, a large Multi-Carrier Brokerage General Agency located in Edison, NJ. Mark has over 30 years of experience in the insurance and financial services industry which he started in 1985. Mark has a passion for the business and shares his experiences and knowledge with Independent Insurance Producers and Financial Advisors. His vast knowledge and expertise helps these producers improve their practices by opening up new doors and revenue sources. His unique style of “consultative selling” is what makes him so successful with what he does. He has consistently achieved sales success throughout his career and has been the recipient of many top sales honors on both a local and national level. Mark has been a featured speaker at many industry events and is the author of his blog, Mark’s Barks. His passion for the business and the insights he will share, will surely prove to be a valuable asset. He is a member of the FPA, NAIFA, AALU and The Forum 400. He also holds his Chartered Life Underwriter (CLU) designation.
Kerry Pechter
Retirement Income Journal
Kerry Pechter is founder, editor and publisher of Retirement Income Journal, a subscription-based website and newsletter covering the business of retirement since April 2009. It reaches 6,500 people each week. Before that, he was editor of Annuity Market News, a SourceMedia publication. He is author of Annuities for Dummies (Wiley, 2008) and his feature articles have appeared in the New York Times, Wall Street Journal and other national publications. For nine years, he was a writer in support of annuities and retirement products marketing at The Vanguard Group. He is currently pursuing the Retirement Income Certified Professional designation at The American College. He's a graduate of Kenyon College in Gambier, Ohio.
Rick Roche, CAIA
Little Harbor Advisors, LLC
Rick Roche is a Managing Director at Little Harbor Advisors, LLC. Little Harbor Advisors (LHA) is a sponsor of systematic investment strategies. Rick has 36+ years’ experience in investment management and is a committed lifelong learner. He holds Series 3 (Commodities), 7, 63 and 65 licenses. Rick received his Chartered Alternative Investment Analyst (CAIA) charter designation in 2014. He is Local-Only member of the CFA Society – Minnesota and member of the New York Hedge Fund Roundtable (2013-2017). Rick earned a B.A. in History from the University of Dayton, OH. Since 1991, Rick’s consulted 85 major financial companies and has personally trained 72,000 financial sales pros in customer loyalty marketing, capital market trends and investor behavior. Rick has a unique ability to synthesize large amounts of academic and technical research and translate into actionable intelligence. His extensive investment background, encyclopedic command of market theory and staccato delivery have earned him the Top-Rated Speaker rating at numerous industry conferences. Rick and his wife have two grown sons, both of whom work in financial services. He’s a fitness enthusiast with a focus on strength conditioning and endurance. He’s coached youth soccer and been an active volunteer in his local community. From 1977 to 1980, Rick served two terms in the Massachusetts Legislature representing Springfield, MA.
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
Attorney in private practice in NJ & NY
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. Practice: Estate and tax planning, planning for closely held businesses, estate administration. Click here for Martin's full Bio.

Michelle Siekerka, Esq.
Michele N. Siekerka, Esq. has served as the President and CEO of the New Jersey Business & Industry Association since October 2014. Since that time Michele has led the organization in expanding NJBIA’s voice on critical policy issues impacting New Jersey businesses, while also expanding member services and resources. Michele came to NJBIA from the New Jersey Department of Environmental Protection where she served in the critical position of Deputy Commissioner, following her service as Assistant Commissioner for Water Resources Management. During her time at NJDEP, Michele was a principal player in the state’s charge in “Rebuilding New Jersey” in the wake of “Superstorm Sandy.” She was responsible for coordinating funding, outreach and resources for the rebuilding of impacted environmental infrastructure. An attorney by trade, Michele’s background includes serving as the president and CEO of the Mercer Regional Chamber of Commerce, senior legal counsel and vice president of human resources with the Automobile Association of America and as a partner in a Mercer County law firm. Michele’s leadership has been recognized through her inclusion in Power and Policymaker list rankings by Insider NJ, Politicker NJ and NJ BIZ, as well as being cited as one of the 17 People to Watch in 2017 by the Bergen Record. She was also among NJ Biz’s 2015 Best 50 Women in Business. A Robbinsville resident, Siekerka earned a BA in Political Science and German from Rutgers University and a JD from Temple University School of Law.

Chris Stryker
TD Ameritrade Institutional
Chris Stryker is Product Manager for iRebal on Veo at TD Ameritrade. Chris contributes to the development, maintenance, and adoption of the award winning rebalancing tool. In his eight years at TD Ameritrade, Chris has worked on the North East Institutional Sales team assisting in relationship management and new advisor onboarding. Stryker started his career at TD in 2009, working in the Melville, NY retail branch as a client service specialist. He is a graduate of York College of Pennsylvania (Class of ’08) . 
Mark Tibergien
Pershing Advisor Solutions

Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company. Pershing Advisor Solutions is one of the country’s leading custodians for registered investment advisors and family offices. Mark is also a Managing Director for Pershing and a member of its Executive Committee and BNY Mellon’s Senior Leadership Team. Prior to joining Pershing in 2007, Mark was a principal at the accounting and consulting firm, Moss Adams LLP, where he was partner-in-charge of the Business Consulting group, chairman of the Financial Services Industry group and partner-in-charge of the Business Valuation group. Previously, he was president of a nationally recognized bank and business training and consulting firm, a principal in an investment management and business valuation firm, a writer for a financial trade magazine and a general assignment newspaper and radio reporter. Click here for Mark's full Bio.



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