Andrew Rudd Andrew Rudd, Ph. D. - Chairman and Chief Executive Officer
Andrew Rudd founded Advisor Software in 1995 to deliver world class analytics to the retail financial services market. He is an expert in asset allocation, modern portfolio theory, risk management, and performance measurement. Mr. Rudd is also a co-founder and former chairman and CEO of Barra, Inc., where he served as CEO from 1984 to 1999. He is the co-author of two industry-leading books on institutional investing: "Modern Portfolio Theory: The Principles of Investment Management" and "Option Pricing".

 

 


Hannh Shaw Grove Hannah Shaw Grove
Hannah Shaw Grove is the author of Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy and The Family Office: Advising the Financial Elite. She consults to families with significant wealth and their closet advisors.

 

 


Simonoff Evan Simonoff
Editor-in-Chief and Editorial Director
Financial Advisor and Private Wealth magazines
Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.

 

 


David Smith David Smith
Co-Founder and Group Publisher
Financial Advisor and Private Wealth magazines
David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.

 

 


Scott Stolz Scott Stolz, CFP
Scott Stolz, is the President of Raymond James Insurance Group, the insurance general agency for the Raymond James Financial, Inc. broker/dealers. Prior to joining Raymond James in 2005, Scott spent 8 years as Jackson National Life's Senior Vice President of Administration. In this role, Scott was responsible for the administration and customer service for Jackson's life and annuity divisions.

 

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