IFP Investment Advisory Group

IFP ResearchThe IFP Investment Advisory Group provides valuable capital market insights and opinions from high level investment talent across the country.

The group's insights help shape and stress-test the macroeconomic forecasts and asset allocation policy set forth by the IFP Research Department, and is a critical part of the Research Department's due diligence process.

Advisory Group Members

Richard Catts is a CFA and Senior Portfolio Strategist at Jackson National Life Distributors.  Rick has extensive background in all aspects of the investment management business, and a presenter to many different groups on various investment topics.  His book "Up on America", highlights the bright long-term outlook for the United States, a topic which is of particular interest to many of our clients.

Konstantin Danilov, is a CFA and CAIA charter holder and is an Associate for a financial consulting firm.  Konstantin received his Master of Science in Management Studies from MIT,  and his MBA from HEC Paris. He received the MIT Sloan Outstanding Thesis Award for his work on corporate financial distress, bankruptcy, and reorganizations.

Dr. Marcin Krolikowski is an Assistant Professor at Providence College where he teaches corporate finance and investments at both undergraduate and MBA levels. His research interests are in the areas of mergers and acquisitions, executive compensation and investments. His research is published in leading academic journals, including the Quarterly Review of Economics and Finance among others. His work has been presented at over 20 international and domestic conferences. Prior to a career in academia, Dr. Krolikowski worked for several years at Citigroup on their Emerging Markets Desk trading primarily fixed income instruments. He received his Ph.D. in Finance from the University of South Florida as well as his MBA in Finance and Corporate Accounting from the University of Rochester. Dr. Krolikowski has held the CFA charter since 2006.

Sam Masemer is a CFA and CFP charterholder, and Field Vice President, Investment Specialists at Pacific Life Insurance Company.  Sam has over 17 years of experience in the financial services industry, with specific knowledge of capital markets and portfolio construction with the utilization of alternative products and traditional investments.

Matt Potter is a CFA and Director of Investment Services at SEI.  Matt heads a team of investment professionals with various responsibilities, including providing investment committee level analysis and observations.

Nathan Thooft is a CFA and Managing Director and Portfolio Manager of Asset Allocation, Portfolio Solutions Group, at Manulife Asset Management.  Nate is responsible for the day-to-day oversight and portfolio management of Manulife's asset allocation portfolios.

For More Information
About IFP Investment Research or the Investment Advisory Group, Click to Contact Us or Call 866-691-4100

121-20150507-232268

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Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

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