Page 30 - Investment Advisor September 2022

Thought Leadership

INDIVIDUALS preneurs and other driven individuals. She is known for
enriching her clients’ financial worlds and building the W&A
Barrett Ayers, name by coordinating brand development, planning client
Adhesion Wealth Advisor Solutions events and crafting educational content through her role as
Barrett Ayers is president and founding mem- director of development,” according to the firm.
ber of Adhesion Wealth, a provider of managed Bailey also leads its efforts “to incorporate behavioral
account solutions. Adhesion Wealth’s advanced finance concepts into its core practices, … frequently shares
technology gives RIAs tools to build investment portfolios, thought leadership on financial topics explicitly geared
including multi-manager unified managed account (UMA) toward women and passionately advocates for women enter-
strategies, in flexible, scalable ways, it says. ing the field of financial planning,” it said. She is interested
In the past 12 months, Ayers “has continued his mission to in human behavior and family dynamics and aims to share
further the success of Indexing strategies, this time with the “a fresh, honest perspective on wealth management through
launch of the Adhesion Personal Index. This program allows these lenses.”
advisors to completely customize their own highly scalable
direct index for use inside of a UMA,” the firm added, bringing Rick Bookstaber, Fabric
advisors and their clients tax management, tailoring and cus- With nearly 40 years of industry experience,
tomization, especially as it relates to models of ESG and how Rick Bookstaber is bringing a new way of
they overlay onto an index. thinking about risk to advisors. The co-found-
er and head of Risk at Fabric, a Colorado-based
Teresa J.W. Bailey, Waddell & Associates startup, is leading the company’s work “to change the risk
Teresa J.W. Bailey, CFP, CDFA, is a wealth space by providing institutional-quality risk management
strategist at Waddell & Associates in technology to individual investors through their financial
Nashville, Tennessee, “who actively orches- advisors,” it said.
trates the financial affairs of executives, entre- Bookstaber has written over a dozen educational columns

26 INVESTMENT ADVISOR SEPTEMBER 2022 | ThinkAdvisor.com