Helping Advisors Authors

We write the Helping Advisors Blog to help you stay on top of the market. Meet the people that help make this resource informative and helpful.

Kevin Bishopp | Director, RIA Channel for US Private Client Services

Kevin Bishopp is the Director of the RIA Channel for Russell. His responsibilities include ongoing management and growth of all aspects of Russell’s RIA business. In addition, Kevin is the primary relationship manager for RIA custodians and RIA-related platform relationships. Prior to his current role, Kevin served as the Director of Practice Management where he led a team that focused exclusively on helping advisors build more efficient, scalable, and profitable businesses. His team offered multiple variations of coaching programs as well as providing individual practice management consulting to Russell’s Premier Client Group (top 300).

 

Recent Post: As markets gather momentum, advisors gather clients | June 20, 2013
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Sophie Gilbert | Director, Capital Markets Insights

Sophie Gilbert is a director of capital markets insights for Russell Investments. In this role, Sophie is responsible for communications strategy for the Capital Markets Insights group, which shapes and delivers client service strategy and capital markets information for private client advisors. Sophie joined Russell in 2010 following 9 years at Capital Group Companies.

 

Recent Post: Two considerations for today’s income investors | February 28, 2017
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Laura Hutchison | Consultant, Practice Management

Laura Hutchison is a practice management consultant for U.S. Private Client Services at Russell Investments. Laura delivers strategic business planning and ongoing coaching to financial advisors in the U.S. In addition, Laura and her team create business development content to help financial advisors build successful advisory practices.

 

Recent Post: The ages and stages of workflows | July 7, 2016
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Brad Jung | Managing Director, National Sales

Brad Jung is the western division director for Russell Investments’ U.S. private client services business. Brad is responsible for managing Russell’s distribution partnerships and business development in the western U.S. The objective of Brad’s team is to build and service relationships with highly skilled financial services organizations who share Russell's commitment to a long-term investment discipline on their clients' behalf. Brad joined Russell in 2004.

 

Recent Post: 2017 Value of a fiduciary advisor: more than 4% | March 21, 2017
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Rob Kuharic | Investment Strategist, Tax Managed Solutions

Robert Kuharic is the Investment Strategist for Tax Managed Solutions at Russell Investments. In his role, Rob implements model strategies into client portfolios and helps set strategic asset allocation targets while driving product innovation on not only the private client side of the business but also globally.

 

Recent Post: NIIT-picking | April 12, 2016
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Todd LaFountaine | Program Director, Capital Market Insights

Todd LaFountaine is program director of capital market insights for Russell Investments. In this role, Todd is responsible for shaping and delivering client service strategy, and delivering capital markets information to private client advisors. Todd first joined Russell’s Investment Division in 2006 as a manager research analyst for the U.S. Fixed Income team.

 

Recent Post: Factor-based investing – are you and your clients up to speed? | January 24, 2017
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Natalie Miller | Consulting Director for PCS Consulting Services Group

Natalie Miller is Director, Portfolio Strategies for Russell Investments’ U.S. Private Client Consulting Services business. Natalie is responsible for delivering market and economic insights and portfolio strategy advice to financial advisors and individual investors. Natalie is especially drawn to educating investors about financial matters and showing them how financial markets can help improve their financial security. Natalie joined Russell Investments in 1991.

 

Recent Post: Economic Indicators Dashboard – July 2016 – Brexit? So last month! | August 30, 2016
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Tim Noonan | Managing Director, Capital Market Insights

Tim Noonan is managing director of capital markets insights for Russell Investments. Tim heads the group responsible for shaping and delivering client service strategy, and delivering capital markets information to private client advisors. He is chairman of the private client services investment advice and policy committee, and he is a member of Russell’s global innovation council where he represents Russell’s global retail service line. Tim speaks fluent Spanish and is an avid runner.

 

Recent Post: Fiduciary responsibility: A welcome, global and promising disruption | November 1, 2016
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Frank Pape | Director, Consulting Services

Frank Pape is director of consulting services for Russell Investments’ U.S. private client consulting services group. Frank is responsible for the delivery of tailored consultative expertise in the areas of investment management, practice management and capital markets insight to Russell’s most significant distribution relationships. In this role, he provides advice on portfolio strategy creation and capital markets research to advisors and financial services organizations who share Russell’s commitment to a long-term investment discipline on their clients’ behalf.

 

Recent Post: A framework for switching to tax-managed investing | April 27, 2017
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Ryan Pogodzinski | Consulting Analyst, Private Client Services

Ryan Pogodzinski is a consulting analyst for Russell Investments’ Private Client Services business. In this role, Ryan acts as a central management and coordination point for addressing specific internal and external client needs and requests in the areas of investment management, product structure issues, competitor analysis and capital markets research.

 

Recent Post: The tale of two rallies since the U.S. election | May 11, 2017
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Erik Ristuben | Chief Investment Strategist

Erik Ristuben is Chief Investment Strategist for Russell Investments. Erik’s responsibilities include the creation and management of investment solutions for Russell clients globally. He’s also a principal spokesperson, representing Russell’s investment process and insight with clients, at industry conferences and with the media, as a frequent guest on television and radio networks such as CNBC, Fox Business, Bloomberg TV and Bloomberg Radio. Erik joined Russell in 1985.

 

Recent Post: The Low-Return Imperative: Investing uncomfortably | December 20, 2016
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Johann Schneider | Program Director for Capital Market Insights

Johann Schneider is program director of capital market insights for Russell Investments, where he works to provide capital markets information and strategy to private client advisors. Prior to this, Johann was a senior portfolio analyst and supported portfolio managers in the structuring and monitoring of Russell’s non-U.S. funds. He also provided research materials used globally in studies related to international equity portfolio management and fund design.

 

Recent Post: Debunking active management myths – Part 2 | June 6, 2017
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Mike Smith | Consulting Director for PCS Consulting Services Group

Mike Smith is a consulting director for Russell Investments, within the U.S. private client consulting services area. In this role Mike is responsible for providing capital markets research, advice on complex portfolio strategy creation and practice management assistance to highly skilled advisors and financial services organizations who share Russell Investments’ commitment to a long-term investment discipline on their clients’ behalf.

 

Recent Post: Is now the time to reduce bond exposure? | June 20, 2017
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Sam Ushio | Director, Practice Management for Private Client Services

Sam Ushio is the director of practice management for Russell Investments’ Private Client Services business. Sam directs and oversees the practice management resources and programs delivered by Russell Investments, including the research and development of practice management and business development content for use with Russell Investments’ distribution partners. In addition, he delivers strategic business planning and ongoing coaching to participants in Russell Investments’ strategic planning program.

 

Recent Post: In an uncertain DOL environment, a potential implementation path for advisors | January 17, 2017
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Alyssa Von Herbulis | Practice Management Consultant for Private Client Services

Alyssa von Herbulis is a practice management consultant for Russell Investments’ U.S. private client services business. Alyssa delivers strategic business planning and ongoing coaching to financial advisors in the U.S. and Canada. Based upon her professional experience, Alyssa is able to help address key issues and help advisors to reach their goals. Alyssa joined Russell Investments in 2010.

 

Recent Post: Are your COIs on autopilot? | July 30, 2015
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