Tai-Chin Tung, CEO
Tai-Chin has over 30 years of experience in the investment industry, having held executive leadership roles in the United States and abroad. Tai-Chin’s multi-disciplined experience and multi-functional approach underpins her solution-oriented investment approach. Through her experience as a member of both Fidelity’s Asia Operating Committee and Charles Schwab Asset Management’s Investment Committee, Tai-Chin developed a unique combination of investment and distribution expertise that benefits a wide range of clients. In addition, her Operations background, spanning various geopolitical environments, enables her to take a global perspective in offering options and solutions for clients. Since departing from Fidelity, Tai-Chin has dedicated her energy in organic farming, education, retirement planning and medical aspects of finance to promote general well beings of end clients. Her work focuses on investing directly in pre-public stage companies who have clear missions to create good and on providing strategic directions to private companies in the areas of growth and operating leverage.
Douglas Heikkinen, Founder, Editor and Creative Director
Doug has over 25 years of experience as a marketing and communications professional, providing creative services to the financial services sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business. From out of the “cage” at Shearson Lehman Brothers, he spent 12 years at Schwab Advisor Services where he was instrumental in all aspects of the areas growth and maturity. Since then, he’s co-led two successful start-ups, and was also the President of a Northwest brand/design agency. His vast experience has led him to be mindful and focused on what matters most within the financial services industry, while letting his creativity flow into our business and clients. Contact him at douglas@advisorpedia.com.
Jakie Kangas Beard, Vice President of Marketing
Jakie is responsible for marketing, digital media production and sponsorship fulfillment for Advisorpedia. She has more than 15 years of marketing, communications and event management experience in the financial services industry, and built a deep understanding of Advisors, investors and the challenges they face through her work at Wells Fargo Wealth Management, Schwab Advisor Services and Schwab Corporate Services. You can reach her at jakie@advisorpedia.com.
Todd Schriber, Senior Writer
Todd Shriber has been covering financial markets for close to two decades. During the global financial crisis, he was a trader at long/short hedge fund, specializing in sector and country-specific exchange traded funds. He parlayed that into a more than decade-long, still active career analyzing and writing about ETFs. In addition to ETFs, he covers financial aspects of the casino industry, including earnings, mergers and acquisitions and SPAC transactions. He lives in Las Vegas with his black labrador.
LeeAnn Roy, Editorial Associate
LeeAnn drives key research initiaives along with reporting on sales and business metrics for Adivsorpedia. She has a degree in accounting and finance from Southern New Hampshire University and speaks conversational Japanese. You can reach her at leeann@advisorpedia.com
Julia Smollen, Digital Marketing Coordinator
I am a recent graduate of Fordham University in NYC where I am based, having completed my studies in digital technologies and emerging media. My career pursuits are directed towards digital production and marketing where I can combine my knowledge of digital technology with my passion to create. I'm excited to be on the Advisorpedia team, bringing my versatility within the digital space to work efficiently and effectively with our current and prospective clients. You can reach her at julia@advisorpedia.com
Tory Miller, Digital Marketing Coordinator
Tory joins the Advisorpedia team after years of managing groups and individuals across several different fields. As a manager, project manager, and owner and proprietor of a small business, he has developed and managed diverse projects in areas ranging from the creative to the professional. In his free time, he enjoys spending time with his guitars and keyboard. You can reach him at tory@advisorpedia.com
Steve Gresham, Strategic Advisor
Steve Gresham is the managing principal of NextChapter, a leadership community dedicated to improving retirement outcomes for everyone. He is also Senior Education Advisor to the Alliance for Life-time Income. Prior to founding NextChapter, Steve held several senior leadership positions in investment and wealth management. As the executive vice president and head of the Private Client Group at Fidelity Investments, he led the overall retail division strategy from 2009-2017, when it grew from $700 billion to more than $3 trillion AUA.
Sarah Haase, Strategic Advisor
Sarah has over 25 years of experience in the digital media space with focus on financial markets. She is an expert in pivotal areas such as 1st & 2nd party data, publisher direct, video, podcasting, retail and B2B media. Sarah knows that for effective account management, strategy and sales; being an excellent listener is critical to delivering tailored plans specific to each client. The rapidly evolving media landscape requires someone with Sarah’s keen intuition and creativity. She understands that while the media is saturated with numerous players and platforms; Advisorpedia's full funnel approach to advisors and investors will keep them consuming content and engaging with brands. You can reach her at sarah@advisorpedia.com
Suzanne Schmitt, Strategic Advisor
Suzanne Schmitt serves as NextChapter Managing Director, leading our growth strategies employing longevity planning and financial wellness. Prior to joining Next Chapter, Suzanne served as Head of Financial Wellness for New York Life. In this capacity, she built the firm’s first holistic financial wellbeing strategy; delivered a comprehensive hybrid user experience including products, services and solutions as well as access to human advice and guidance; developed the vendor and partner slate; built the bench by bringing together top internal and external talent; and launched this differentiated capability in under a year. Suzanne also served as media spokesperson on a range of topics including financial wellbeing, women and wellness, and caregiving.
Chris Battaglia, Strategic Advisor
Founder and CEO of Pareto Partners LLC, President of the Global Fiduciary Symposium, Former President and Publisher of Pensions & Investments, Former Associate Group Publisher of The Industry Standard.
Amit Greenshtein, Social Media
Amit Greenshtein has over 10 years of experience in the social media industry of financial services, with a focus on curating valuable content related to financial literacy and investments. Amit is a graduate of engineering from the University of California, Berkeley. In his free time, Amit enjoys reading and playing basketball.
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