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.

Sophie Antal Gilbert | Consulting Director

Sophie Antal Gilbert is a consulting director for Russell Investments’ Advisor & Intermediary Services. In this role, Sophie is responsible for delivering market and economic insights, portfolio strategy advice and practice management assistance to financial advisors. Sophie writes and speaks also to individual investors on a variety of topics, including the global markets and economy, multi-asset investing, and women in investing.

 

Recent Post: Tax-implications of yield vs. total return approaches to drawing income | November 30, 2017
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Linda Hitchcock | Consulting Analyst

Linda is a consulting analyst for Russell Investments’ Advisor & Intermediary Solutions. In this role, Linda 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: U.S. stocks still appear expensive | February 15, 2018
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Laura Hutchison | Consultant

Laura Hutchison is a practice management consultant for Russell Investments’ Advisor & Intermediary Services. 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: Growing your business? Remember: Her before Heir | February 22, 2018
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Brad Jung | Managing Director, National Sales

Brad Jung is the managing director of national sales for Russell Investments’ Advisor & Intermediary Solutions. His responsibilities include management of Russell Investments’ nationwide sales and service teams as well as establishment of distribution relationships and management of sales and service strategies with intermediaries in the brokerage, bank, RIA custodian and record keeper markets.

 

Recent Post: The Value of an Advisor: 4-Point Checklist | August 6, 2018
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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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Natalie Miller | Consulting Director

Natalie Miller is a consulting director for Russell Investments’ Advisor and Intermediary Services business. Natalie is responsible for delivering market and economic insights and portfolio strategy advice to financial advisors and individual investors. Natalie manages a team of analysts who assist Russell Investments’ distribution partners in analyzing portfolios and creating custom asset allocation studies for high net worth clients, endowments, foundations and institutions.

 

Recent Post: Three tips to help you close more business | January 16, 2018
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Tim Noonan | Managing Director, Strategic Business Initiatives

Tim is a managing director of strategic business initiatives for Russell Investments’ Advisor & Intermediary Solutions. In that capacity, he is responsible for the strategic design of Russell Investments’ global practice management programs. He also speaks on a variety of topics, including retirement income planning, outcome-oriented investing and advisor best practices.

 

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

Frank Pape is senior director of the portfolio consulting group for Russell Investments’ Advisor & Intermediary Services. In this role, Frank and his team are responsible for delivering market and economic insights and portfolio strategy advice to financial advisors and individual investors. Frank writes and speaks on topics including the global markets and economy, tax-aware investing and fund performance.

 

Recent Post: Taxable trusts: Fear the reaper | July 24, 2018
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Ryan Pogodzinski | Senior Consulting Analyst

Ryan Pogodzinski is a senior consulting analyst for Russell Investments’ Advisor & Intermediary Solutions. 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: Before you bail on bonds, consider these 4 charts | May 17, 2018
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Erik Ristuben | Chief Investment Strategist

Erik Ristuben is the chief investment strategist for Russell Investments. His team’s responsibilities include the creation and management of integrated client investment strategies for Russell Investments institutional and retail clients globally, as well as the creation of Russell Investments’ global economic and market outlooks. Erik also serves as a principal spokesperson, representing Russell Investments’ process and insight with clients, industry conferences and the media.

 

Recent Post: The Low-Return Imperative: Investing uncomfortably | December 20, 2016
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Johann Schneider | Senior Director, Advisor Insights

Johann is a senior director of advisor insights for Russell Investments’ Advisor & Intermediary Solutions. In that capacity, he works with financial advisors on understanding and building enterprise value in their businesses, and has developed tools and strategies designed to help advisors accomplish their growth goals. Johann is also responsible for the development of Russell Investments’ global practice management content and programs for use with Russell Investments’ distribution partners.

 

Recent Post: Beware of betting big on U.S. stocks | June 27, 2017
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Mike Smith | Consulting Director

Mike Smith is a consulting director for Russell Investments’ Advisor & Intermediary Solutions. 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: 2017, The Answer to Why You Stay Invested | January 4, 2018
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Mark Spina | Head of Advisor & Intermediary Solutions

Mark Spina is head of Russell Investments’ Advisor & Intermediary Solutions. In this role, Mark is the senior executive responsible for leading and expanding Russell Investments’ U.S. advisor-focused business and the firm’s client relationships in the wealth management, RIA, bank and retirement channels. Mark is a member of the firm’s global executive committee and global risk committee. He also serves as a trustee of the Russell Investment Company mutual fund board. Mark reports directly to the CEO and is based in the New York City office.

 

Recent Post: Three tax-management charts every advisor should study in 2018 | July 9, 2018
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RIFIS: 19407

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