Advisory Board
Len Reinhart is recognized as one of the founders of the separately managed account industry. Mr. Reinhart was the President and founder of the Lockwood Companies and a Managing Director and member of the Executive Committee of Pershing LLC. Lockwood provides an investment... More »
Warren Cormier is founder and President of Boston Research Group. He has more than 25 years of quantitative and qualitative experience in financial services research for retail and institutional investment companies, banks, and insurance companies with particular focus on retirement assets... More »
Michael Gianoni is President of the Investment Services (IS) Division of Fiserv, the leading technology solutions provider for the managed accounts industry. He has more than 25 years experience in the technology industry and has been with Fiserv since 2006. Mr. Gianoni leads Investments... More »
Michael Koehn is co-founder and member of the Board of Directors of Analysis Group, Inc., which provides economic, financial, and business strategy consulting to businesses, law firms, and government agencies. Mr. Koehn was formerly President and Director of Research at Analytic... More »
Manuel Santayana is a Managing Director and Head of Global Sales for Credit Suisse's Advanced Execution Services (AES), the worldwide leader in providing algorithmic trading solutions. Prior to becoming Head of Global Sales in 2008, Mr. Santayana was Head of Sales for AES's America... More »
Herbert E. Scarf is Sterling Professor of Economics at Yale University, a position he has held since 1979. Among the many distinguished posts he has filled previously are the Director of the Cowles Foundation for Research in Economics at Yale University and Chairman of the Section of... More »
Evan Schulman is President and founder of Tykhe, LLC. Tykhe created, and received a patent for, Sales Certificates, a financial instrument which allows entities to raise capital by securitizing revenues. Evan's career in the asset management and financial technology industries spans 40 years... More »
LifeYield ROI™
What People Are Saying
"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."
Chris Davis, President, Money Management Institute