Page 31 - Investment Advisor September 2022

Thought Leadership

on risk topics for advisor-focused and other publications, as Michael W. Crook,
well as for the CFA Society and on social media. “By giving Mill Creek Capital Advisors
advisors a robust risk tool that matches the products avail- Chief Investment Officer Michael Crook is an
able to institutional investors, Fabric, with [Bookstaber] at advocate for personalized goals-based wealth
the helm, has created a more equitable financial industry,” management. In 2015, he published the article
according to the firm. “Total Wealth Allocation: Liquidity, Longevity, and Legacy”
in the Journal of Wealth Management. “This approach com-
Preston D. Cherry, Ph.D., bines liability-driven investing and behavioral finance into an
Concurrent Financial Planning | UWGB intuitive framework that families can use throughout their
Preston Cherry, Ph.D., CFP and CFT-I, is life cycle. The model was quickly adopted at UBS Wealth
the head of the Personal Financial Planning Management and was cited as one of the reasons UBS was
Program at the University of Wisconsin-Green named “World’s Best Bank for Wealth Management” in 2020
Bay, director of the Charles Schwab Center for Personal by Euromoney, according to the firm.
Financial Planning at UWGB, founder and president of
Concurrent Financial Planning, president of the Financial Daniel Crosby, Ph.D., Orion Advisor Solutions
Therapy Association and the practitioner editor for the “One of the most popular behavioral-finance
Financial Planning Association. He earned his doctorate in industry resources is the ‘Standard Deviations’
personal financial planning from Texas Tech University’s podcast, hosted by psychologist, … bestselling
College of Human Sciences; his dissertation was “Personality author and Orion’s Chief Behavioral Officer
Traits and Financial Risk Among Older Americans: Living Too Daniel Crosby,” said Orion.
Long, Dying Too Early, and Living Too Sick.” Crosby, who has a doctorate in psychology, “aims to
normalize and empathize with the emotional components
Denise Chisholm, Fidelity Investments and baggage that tends to come when talking about money
Denise Chisholm, director of Quantitative and investing.”
Market Strategy, is “changing the way the The podcasts are “grounded in three core pillars —
industry uses historical data to help make money, mind, and meaning,” the firm said, adding: “Standard
better investment decisions,” according to Deviations helps financial advisors grow their practices and
the firm. She “uses history as a guide in finding key themes strengthen client relationships by improving financial literacy,
in the market and their potential impacts on certain sectors increasing awareness about money behaviors, and improving
or quantitative factors” and “has created a differentiated financial wellness when money stress is at an all-time high.
way of analyzing the market that helps people better under- Crosby is a fresh and insightful voice empowering a continued
stand it.” evolution in the value of financial advice.”
She aims to help individuals “with varying degrees of
investment knowledge to separate the signal from the noise,” Jeff Crosby, 3xEquity
the firm said. Her research on historical probability is used 3xEquity CEO Jeff Crosby “is a true leader
by Fidelity’s investment teams and helps “educate advisors in the wealth management space with a goal
and retail investors through print and broadcast media, client of ‘raising all ships’ among financial advi-
webinars and social media,” the firm said. sors, creating and freely sharing tools and
techniques that enable advisors to achieve their goals and
Lisette Cooper, Fiduciary Trust International exceed client expectations,” the firm explained. “From
Lisette Cooper, Ph.D., CFA, is vice chair of ‘The Advisor’s Advisor’ video series to the annual Advisor
Fiduciary Trust International, and “clients of Transition Survey, [Crosby] and the team at 3xEquity
the firm have taken on large-scale shareholder provide valuable insights and resources” to the financial
initiatives to improve the racial and gender services industry.
pay gap as well as diversity on boards,” it says. For the past
three years, Cooper has been “a lead filer of a resolution Dana D’Auria, Envestnet
aimed at Facebook as their platform develops and offers Since joining Envestnet | PMC in the fall
additional privacy tools including end-to-end encryption that of 2020, Dana D’Auria — co-chief invest-
increases the risk of the sexual exploitation of children,” it ment officer and group president, Envestnet
adds. “The appeal for shareholder engagement activity has Solutions — “has built a strong presence in the
gained popularity throughout the years and with [her] con- media and other thought leadership vehicles, … showcasing
tinuous efforts and resilience with Facebook, there is hope market insights, commenting on news of the day and sharing
change will suffice.” the work of PMC,” according to the firm.

SEPTEMBER 2022 INVESTMENT ADVISOR 27