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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Mark Eibel | Director, Client Investment Strategies

Mark Eibel is director of client investment strategies for Russell Investments. Mark helps set strategic asset allocation targets and drives product innovation on the private client side of the business. Mark is a principal spokesman for Russell’s investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio.

 

Recent Post: Our views on Egypt and its effect on the markets | February 7, 2011
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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: Markets in perspective – October 2016 in review | November 10, 2016
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Kevin Hoffberg | Managing Director of Marketing for Private Client Services

Kevin Hoffberg is the Managing Director Marketing for Russell’s Private Client Services business. He is responsible for setting marketing strategy and direction for intermediaries. For over nearly thirty years, Kevin has written extensively on decision making, CRM, sales and influencing, and management topics. He has a wealth of experience in financial services, having worked with leading firms in the US, Canada, Australia, and the UK.

 

Recent Post: 3 strategies to help win new millionaire clients | November 24, 2015
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Jaylene Howard | Consulting Director for PCS Consulting Services Group

Jaylene Howard is a consulting director for Russell Investments’ U.S. private client consulting group. Jaylene 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, she 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: The tide may be turning: 2 reasons to favor Europe and Japan over the U.S. | June 2, 2016
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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: 2016 Value of a financial advisor update: More than 3.75% | March 15, 2016
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David Jurca | Research Analyst, Global Fixed Research

David Jurca joined Russell Investments in August of 2011 as part of the fixed income manager research team. Based in the Seattle office, David evaluates the universe of U.S. fixed income investment managers, guiding Russell’s internal funds and consulting clients through the manager selection process. He is also the lead on municipal bond fund investment manager research at the firm.

 

Recent Post: Time to consider municipal high yield? | June 25, 2015
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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: Don’t neglect tax-aware investing in light of potential tax cuts. Potential tax reform doesn’t. | December 15, 2016
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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: Markets in perspective – September 2016 in review – Wrapping up a strong 3Q16 on balance | October 11, 2016
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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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Phill Rogerson | Managing Director of PCS Consulting and Client Services

Phill Rogerson is the managing director of consulting and client services for Russell Investments. Phill is responsible for ensuring the delivery of tailored consultative expertise in the areas of investment management, practice management and capital markets insight to Russell’s most significant clients. Phill and his team provide Russell’s views on capital markets and advice on complex portfolio strategy creation to investment advisors, financial services organizations and ultra high-net-worth investors.

 

Recent Post: The value of expecting the unexpected | May 10, 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: 3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing | November 15, 2016
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Jared Simon | Senior Digital Experience Strategist for PCS Marketing

Jared Simon is a digital experience strategist at Russell Investments where he is responsible for inventing and architecting educational, interactive experiences online. In this role, Jared aims to fuel and supplement meaningful conversations between advisors and their clients. Prior to this he worked as a marketing analyst for 6 years, primarily conducting client satisfaction and market research studies to inform business strategy.

 

Recent Post: The Real Rule of 72 | August 27, 2015
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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’s commitment to a long-term investment discipline on their clients’ behalf.

 

Recent Post: U.S. stocks appear expensive. But where to consider investing instead? | January 31, 2017
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Brandy Swift | a Defined Contribution Account Executive for PCS

Brandy Swift is an account executive for the defined contribution channel within Russell’s private client services business. A member of the national accounts team, Brandy helps develop and manage client relationships for platforms, record keepers and strategic distribution partners. She has over ten years of experience working with financial advisors in both sales and client management positions. She joined Russell in 2006.

 

Recent Post: One of everything can be hard to balance | November 15, 2012
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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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