What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters,” the radio show where we discuss the opportunities and challenges of preserving and managing wealth, is for you!
During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”
ABOUT MARK WILLOUGHBY:
As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation. He is also a volunteer on the Parent Soccer Committee that supports the Buckhead FC soccer club (affiliated with the Metro Atlanta YMCA).
ABOUT PETER FLEMING:
Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School. Just recently he served as a chairman of the Search committee for St. Anne’s new rector.
ABOUT ROSS BRAMWELL:
With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.
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CONNECT WITH OUR GUESTS:
Mark Willioughby website: http://www.moderawealth.com
Mark Willioughby phone: 678-385-1067
Mark Willioughby email: firstname.lastname@example.org
Peter Fleming website: http://www.nlec.com
Peter Fleming phone: 770-763-0687
Peter Fleming email: email@example.com
Ross Bramwell website: http://www.homrichberg.com
Ross Bramwell phone: 404-264-1400
Ross Bramwell email: firstname.lastname@example.org
ABOUT GASLOWITZ FRANKEL LLC:
Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.
Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Alternative Dispute Resolution
Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces
Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds