Looking Forward: ETFs In Your Clients’ Best Interest

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Speakers

Carlton Neel
CEO
Chaikin Analytics

CEO of Chaikin Analytics, Carlton Neel, spearheaded the creation of investable products for Registered Investment Advisors, Wealth Managers, and individual investors. He spent five years as Vice President at J.P. Morgan & Co., Inc. before working with noted investor and market guru Dr. Martin Zweig at Zweig Mutual Funds for nearly 20 years. In his long portfolio management career, Carlton managed open-end mutual funds, closed-end mutual funds and variable annuities, in addition to managing his own hedge fund.

Pete Carmasino
Managing Director of Advisor Strategies
Chaikin Analytics

With over 25 years in the financial services industry, Pete Carmasino has had the opportunity to learn many investment strategies while employed at several research, trading, and investment banks. His experience ranges from district manager at a NYSE member firm to institutional sales trader and he advised high net worth clients. He also owned and operated his own RIA firm which he successfully sold before joining Chaikin Analytics. Pete Carmasino is now the Chaikin Analytics Managing Director of Advisor Strategies, helping both professional advisors and individuals make the most out of Chaikin Analytics and PortfolioWise.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

For Investment Professionals Only

Sash
Director of Product Management and Digital Innovation
Chaikin Analytic

Sash Hayman is the Director of Product Management and Digital Innovation at Chaikin Analytics. She has over 15 years working in software and technology including 9 years building and leading product efforts in Energy, Travel, and FinTech companies. Previously, Sash worked as a team lead in the Vanguard Innovation Studio exploring strategic initiatives through human centered design. Sash spearheaded the product development of PortfolioWise working extensively with a focus group of advisors for over a year as part of the process.