Rob Brown, Ph.D., CFA
Chief Investment Officer, Integrated Financial Partners
Rob currently serves as the Chief Investment Officer at Integrated Financial Partners. As the CIO, he leads discussion of macroeconomic, capital market, and behavioral finance decision-making issues with clients, advisers, business partners, and the press. Rob directs the Integrated Financial Partners investment management department. In that role, he provides leadership for investment product development and evolution, asset management strategy, and prospective macroeconomic and capital market assessment, to assure that Integrated’s investment platform best supports its more holistic approach to wealth management and advice planning.
Rob is a senior level investment professional with over 3 decades of experience in portfolio management for large, sophisticated foundations, endowments, pensions, and the ultra-high net worth. Prior to Integrated Financial Partners, he held executive positions with United Capital, Genworth Financial, SEI, Envestnet, and the CFA Institute, where he directed the ongoing development of the educational curriculum for the CFA certification program and its examination.
During his tenure with United Capital, he directed the investment management department, a team that included 9 CFA® Charterholders who oversaw $18.6 billion. While at Genworth, Rob served as the Chief Investment Officer directing a $7.5 billion institutional portfolio of domestic and international securities. At SEI, he worked as the Managing Director of SEI’s Research Department that supported the wealth management needs of over $300 billion of pension, endowment, and foundation assets under advisement. At Envestnet, Rob served as the Chairman – Investment Policy Committee, Executive Vice President, and Senior Managing Director – Consulting Division for PMC International (later acquired by Envestnet), where he led the investment decision-making for a $3.3 billion portfolio. Rob also worked in the public sector, where he held the position of Chief Investment Officer for one of our nation’s larger state public pension plans, the Arizona Public Safety Personnel Retirement System.
Prior to joining the investments industry, Rob served as a Professor of Finance at the University of Colorado in Boulder from 1985 through 1989. During this time, he held a faculty position within the graduate school and taught students at the PhD, MBA, and undergraduate levels.
He is a member of the Financial Management Association and the Financial Planning Association. Rob has completed Six Sigma Quality Control training with General Electric and holds GE’s Green Belt process management designation. He also maintains his FINRA Series 7, 63, and 65 securities licenses.
Rob serves as an Editorial Board member for the Journal of Investing, Journal of Finance and Market, and International Journal of Economics, Finance and Management Sciences. His publications have appeared in the Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment Consulting, Pensions & Investments, FA Magazine, RIA Central, On Wall Street Magazine, Royal Alliance Associates Sourcebook, Bank Investment Consultant, Investment News Magazine, London Financial Times, Financial Planning, Financial Advisor, Journal of Finance and Market, and Journal of Financial Planning.
Louis P. Crosier
Former President, Wellesley Investment Partners
Louis has over 20 years of broad-based investment and business management experience with particular expertise in asset allocation strategies. He was most recently a Senior Managing Director at Windhaven Investment Management, a pioneer in the use of ETFs to implement global asset allocation and a subsidiary of the Charles Schwab Corporation. At Windhaven he served as a member of the Management Committee and the Investment Committee and was responsible for the firm’s distribution effort. Prior to Windhaven, Louis was Managing Principal of Windward Investment Management. Schwab acquired the company’s assets and intellectual property in 2010. Prior to Windward, Louis was a Vice President in the Wealth Management Division of Goldman Sachs & Co. where he worked with corporate executives and high net worth families advising them on asset allocation decisions, manager selection and diversification of large single-stock positions. Louis has authored/edited several books, most recently Selling Your Business: The Transition from Entrepreneur to Investor (Wiley, 2004). He has a Bachelor of Arts degree from Dartmouth College, a Master of Education from Harvard University and a Master of Business Administration from the Amos Tuck School at Dartmouth. Louis is a former board member of Roxbury Preparatory Charter School and the current Chair of the Foundation for MetroWest. He lives in Wellesley with his wife and two children and enjoys coaching town athletic teams and is an avid skier and tennis player.
Michael A. Goldstein, Ph.D.
Donald P. Babson Chair in Applied Investments
Professor of Finance, Babson College
Michael A. Goldstein is a Professor of Finance at Babson College, where he holds the Donald P. Babson Chair in Applied Investments and serves as Faculty Director of the Master of Science in Finance program. Dr. Goldstein’s research specialties are market microstructure and climate change and has published in major finance and science journals. He is an Editor at Weather, Climate, and Society (a journal of the American Meteorological Association) and was recently chosen as the next Editor of The Financial Review, as well as being an Associate Editor at a number of journals. Dr. Goldstein currently serves as Chair of the Financial Regulatory Authority (FINRA) Economic Advisory Committee, and was formerly Chair of Nasdaq’s Economic Advisory Board and was the Visiting Economist at the New York Stock Exchange. He is Chair of the Trustees and immediate past-President of the Eastern Finance Association. He has also served as a member of US SEC roundtables on fixed income markets (2013), market structure (2010) and on decimalization (2000). He has received three U.S. National Science Foundation grants on Arctic climate change. Dr. Goldstein received a B.S., an M.B.A., an M.A., and a Ph.D. in Finance from the Wharton School at the University of Pennsylvania.
Julex Capital Management
Mr. Phelan is a founding partner of Julex Capital. He has over thirty years of capital markets experience. Brian began his career at PaineWebber Group in institutional fixed income sales covering major and middle market accounts for investment grade and high yield corporate debt, residential and commercial mortgage backed securities, asset backed securities and rates.
Brian spent over twenty- two years as a First Vice President at PaineWebber in this capacity. After UBS purchased PaineWebber, Brian transferred his skill sets to Deutsche Bank Securities in Boston as a Director in the generalist fixed income securities platform within the Capital Markets Group. In addition, Brian was retained by Taurus Investment Holdings, a Boston based real estate investment advisor, to assist in the distribution of the Taurus Horizon Fund I, an opportunistic fund investing in high quality CMBS tranches. Most recently Brian co-founded MacBride Partners. MacBride Partners was a consulting organization whose mission was to assist it’s clients in the investment management industry improve investment performance by implementing best practices in investment processes, risk management and faithfulness to stated investment philosophies. Brian graduated from the Carroll School of Management at Boston College with a BS in General Management / Marketing.