Investment management experts

Top 7 experts
Mark Bolton
Mark Bolton

Tampa, FL | Managing Director at Transform. A World of Flexibility

Executive Leader: Banking Strategy & Change I am a senior leader in major, global business change programs within the banking industry. I also have Chief Operating Officer experience in a number of entrepreneurial situations. • Visionary leader with proven ability in delivering challenging, complex, global business change programs • Credible, C-suite experience and ‘trusted advisor’ status in multiple engagements • Transaction Banking and ‘Big 4’ consulting leadership in Europe, Americas and Asia-Pacific • Regulatory Business Change in Banking (EMIR, MIFID, AML, FATCA,... Read more

David Dybdahl
David Dybdahl

Middleton, WI | Environmental Insurance Broker, Consultant, Author, Expert Witness, and Educator

A licensed excess and surplus lines insurance broker, consultant and expert witness. In his thirty year career specializing in environmental insurance he has: • Placed and serviced thousands of environmental insurance policies • Trained and managed hundreds of insurance brokers • Taught environmental risk management insurance classes at the University of Wisconsin-Madison School of Business for thirty one consecutive years. He has successfully placed insurance programs on many of the world’s toughest environmental risks including insuring the containment operations at Chernobyl for... Read more

James Pavik
James Pavik

Mathews, VA | BScience Business Administration at Old Dominion University MS Management/Economics at The Johns Hopkins University

CWM ® Chartered Wealth Manager - AAPM/AAFM ® Board ChFEBC℠ Chartered Federal Employee Benefits Consultant As the financial world becomes more complex, and investment choices multiply, careful planning becomes ever more important to helping individuals and business achieve their financial goals. As your Financial Fiduciary, our role is to work with you to help you develop a plan that lays out a clear path to your goals - a plan that we develop in collaboration with you - and one that you can follow with confidence in the face of the market's ups and downs. Managing wealth... Read more

Todd Schuster
Todd Schuster

Utica, MI | Financial Consultant at QOLity Financial

Registered General Securities Representative Series 7, 63 and 65 Property & Casualty, and Life, Accident and Health Insurance Licenses Advise clients through proactive retirement distribution planning with focus on risk management thru portfolio diversification and protection planning. • Focus: retirement income streams, tax planning and risk management • Assist clients with determining income distribution strategies, lifestyle needs, pension maximization approaches and spending timelines for pending retirement • Analyze and recommend adequate protection strategies for... Read more

David Perkins
David Perkins

Tulsa, OK | Consult on the Purchase, Sale and Valuation of Small and Mid-Size Companies

David Perkins is an expert on the purchase, sale and valuation of companies. His primary work and focus is, and has been, companies valued between $1 million and $100 million. His passion is helping people and organizations make orderly and informed business purchase and sale transactions. For his business seller clients, Perkins deploys a proven, proprietary process that garners a guaranteed confidential closing for top dollar. Buyers hire Perkins to assist with valuing, vetting, negotiating, structuring and closing smart deals. Since founding his firm -- Acquisition Advisors -- in... Read more

Mike Walrod
Mike Walrod

Leawood, KS | Entrepreneur | Growth Adviser | Business Owner

Mike Walrod is a strategic executive leader with 25 years of experience, catalyzing organizational success through optimizing effectiveness and empowering teams. He possesses an extensive track record of increasing market share, dramatically accelerating profitability, and expanding brand awareness. Walrod currently serves as the principal for Incite Business in Leawood, KS. Within his role, Mike focuses on assisting clients to overcome critical market disruptions to regain positive growth. By executing in-depth analyses of the organization, consumers and evolving industry data, he is... Read more

Derek Notman
Derek Notman

Madison, WI | Trusted CFP® for Entrepreneurs from Startup through Exit

Hello, my name is Derek Notman, I am a Certified Financial Planner® and the founder of Intrepid Wealth Partners. My soul purpose is to help entrepreneurs, from startup through exit, realize their hopes, dreams, and goals through the leverage of financial planning. I am an avid world traveler, certified as a Dive Master in SCUBA, have been skydiving, and love meeting new people. As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families to realize their hopes, dreams & goals through the... Read more