About Us

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.

Tom Wagner, Vice President, Business Development
Tom comes to Advisorpedia with over 30 years of experience in developing and deepening relationships with asset managers, registered investment advisors and broker dealers. For the past decade he was with DWS, where he was responsible for cultivating and understanding the needs and opportunities of his clients in the registered investment advisor and independent broker dealer channels. Before that, Tom held multiple roles at Fidelity Investments in relationship management, product management, client services and sales, with a focus on supporting Fidelity’s institutional relationships. He enjoys time with this wife, Annika and their three adult children, and is passionate about soccer, golf, college basketball and traveling. He can be reached tom@imediaw.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 Southern California with his black labrador.

LeeAnn Roy, Research 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. leeann@advisorpedia.com 

Advisorpedia | IRIS Media Works, LLC
624 S 6th Street
Las Vegas, Nevada 89101