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Speakers

Dan Solin

Dan Solin is the bestselling author of the Smartest series of investing books, which have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle, among others. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written; two of the Smartest series have achieved best-seller status on The New York Times Review of Books. Dan also writes financial blogs for The Huffington Post and USNews.com.

Sara Grillo, CFA

Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in Quantitative Finance.