Wealth Solutions Report
Insights, analysis and commentary on the issues shaping wealth management.
Contributors
Jeff Berman
Jeff Berman brings over 30 years of experience to the Wealth Solutions Report team as a reporter and editor covering a wide range of beats, including the financial services business.
Chris Latham
As Contributing Editor, Chris Latham identifies wealth management trends and key players. He brings two decades of B2B financial journalism experience from InvestmentNews, Financial Times, Financial Advisor IQ, and Stephens Inc.
Larry Roth
As founder and CEO, Larry Roth guides Wealth Solutions Report's direction and provides wealth industry commentary. Former CEO of Advisor Group (Osaic) and Cetera. Founder and Managing Partner of Ascentix Partners and board member at wealth firms.
Michael Madden
As Contributing Editor & Research Analyst, Michael Madden creates diverse content for Wealth Solutions Report and manages curated content.
Janeesa Hollingshead
As Contributing Editor, Janeesa Hollingshead oversees editorial strategy and digital publishing at Wealth Solutions Report. Co-Founder of JJ Studios for tech startups. Former early Uber team member who spearheaded Chicago expansion plans.
James Miller
James Miller is a research analyst and writer covering financial services for 25+ years. He creates feature stories, conducts Q&A profiles, and selects commentary articles for Wealth Solutions Report.
Julius Buchanan
Julius Buchanan is editor-in-chief of Wealth Solutions Report, covering wealth trends and leaders. He brings experience as a lawyer at Latham & Watkins and Davis Polk, Director at Citi Private Bank, and policymaker at Singapore's Monetary Authority.
Thomas Lee
Thomas Lee brings extensive business journalism experience, including the 2013 Gerald Loeb Award. He's written for Boston Globe, Minnesota Star Tribune, and San Francisco Chronicle. Author of books on Bruce Lee and retail transformation.