Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis and commentary on the most relevant issues that are shaping the future of wealth management.
As a B2B digital publication, our mission is to:
- Engage, inspire, and entertain firms and professionals throughout the wealth management space
- Create a greater sense of community among wealth management firms, their financial advisors and third-party solutions providers
- Serve as an information bridge between sources of private growth capital and wealth management businesses seeking new expansion opportunities
We’re passionate about delivering original and exclusive content directly from wealth management thought leaders to wealth management industry participants.
Our content – which is delivered via our website, e-news blasts and social media – emphasizes actionable ideas and practical growth strategies.
Larry Roth, CEO
As CEO of Wealth Solutions Report, Larry Roth oversees the strategic direction of the outlet, its engagement with key industry partners as well as relationships with the outlet’s sponsors. Mr. Roth previously served as CEO of AIG Advisor Group (now Osaic) as well as CEO of Cetera Financial Group, two of the largest networks of independent wealth management firms in the country.
In addition to his current role at Wealth Solutions Report, Mr. Roth is Founder and Managing Partner of Ascentix Partners, a Senior Advisor with Berkshire Global Advisors and serves on the Boards of Directors of Oppenheimer & Company, Inc. and Clark Asset Management. Additionally, Mr. Roth serves as Chairman of the Board of Advisors for Haven Tower Group.
Contact: larry.roth@wealthsolutionsreport.com
Julius Buchanan, Editor in Chief
Julius Buchanan focuses on writing and editing features on key trends reshaping the wealth management space as well as profile stories on specific companies and individuals who have unique insights and best practices to share with firms and their financial advisors at Wealth Solutions Report. Before entering financial services journalism, he practiced law at global firms such as Latham & Watkins LLP and Davis Polk & Wardwell LLP. He has also been a Director at Citi Private Bank, as well as a policymaker for the financial advisor industry and related sectors at the Monetary Authority of Singapore.
Contact: julius.buchanan@wealthsolutionsreport.com
Drew Brophy, Jr., Director of Digital Community Engagement
Drew Brophy spearheads efforts from the Wealth Solutions Report team to build, grow and drive engagement with the platform’s digital community of readers throughout the wealth management space. A branding and go-to market digital strategy expert, Mr. Brophy has worked with publicly-traded and privately-held global enterprises. He is also the owner of Deltaforge, a brand development and digital experience solutions provider.
Contact: drew.brophy@wealthsolutionsreport.com
Zack Drew, Head of Sponsor Partner Relations
Zack Drew leads business development (sales, marketing and partnership) efforts at Wealth Solutions Report. His background includes 0-to-1 start-up, sales and financial services experience. After graduating from Brown University, Mr. Drew served as a strategy consultant at Fidelity Investments and LPL Financial. Later, he led business development at digital product agency BlueLabel, where he actively participated in the company achieving exponential growth from 6 to 120 people. Mr. Drew is originally from Maine, and now resides in New York City.
Contact: zack.drew@wealthsolutionsreport.com
Chris Latham, Contributing Editor, Strategic Advisor
As Contributing Editor, Strategic Advisor, Chris Latham works closely with the editorial group’s leadership team in identifying and covering growth trends that have broader implications across the wealth management space, along with the individual movers and shakers helping to make these trends happen or intensify. He also works closely with Julius Buchanan, Editor in Chief, in developing and executing on the broader independent editorial content platform of Wealth Solutions Report. With over 20 years of experience in journalism and financial sector writing with a focus on the B2B wealth management industry, Mr. Latham previously served as Assistant Managing Editor at InvestmentNews, as well as a reporter at the Financial Times and its B2B publication Financial Advisor IQ, which he helped launch. Most recently, he served as Senior Writer, Marketing & Communications, at the diversified financial services firm Stephens Inc., where he produced thought leadership across all divisions including wealth management, investment strategy, investment banking, corporate insurance and risk management, and public finance.
Contact: chris.latham@wealthsolutionsreport.com
Jeff Berman, Contributing Editor & Reporter
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 for over four years as a Staff Reporter at ThinkAdvisor, where he covered beats including RIAs, brokers, compliance and fintech. Before ThinkAdvisor, Mr. Berman covered consumer electronics, technology and media for more than 25 years. As a freelance reporter, he contributed stories to many publications, including Miami Herald, Newsday, NewsCheckMedia, TheStreet.com and various American City Business Journals websites: Austin Business Journal, Baltimore Business Journal, Boston Business Journal, Chicago Business Journal, L.A. Biz and New York Business Journal. Prior to becoming a freelancer, he worked as a reporter and editor for Consumer Electronics Daily and other Warren Communications News publications for 15 years.
Contact: jeff.berman@wealthsolutionsreport.com
Thomas Lee, Senior Editor & Staff Writer
Thomas Lee is a long-time business journalist and author. He has previously written for The Boston Globe, TheStreet.com, San Francisco Chronicle, Minnesota Star Tribune, MedCityMedia and the St. Louis Post-Dispatch. He is the recipient of the 2013 Gerald M. Loeb Award For Outstanding Financial and Business Journalism, the highest honor in the industry. The Society for Advancing Business Editors and Writers, Asian American Journalists Association, Society of Professional Journalists, National Association of Black Journalists, and the New York Society of Certified Public Accountants have all recognized Mr. Lee’s work. He is author of “The Bruce Lee Code: How the Dragon Mastered Business, Confidence, and Success” and “Rebuilding Empires: How Best Buy and Other Retailers are Transforming and Competing in the Digital Age of Retailing.”
Contact: thomas.lee@wealthsolutionsreport.com
Janeesa Hollingshead, Contributing Editor
In her role as a Contributing Editor of Wealth Solutions Report, Janeesa Hollingshead spearheads the development and execution of the publication’s editorial calendar and content, while also leading the outlet’s social media and digital publishing functions. She also serves as Co-Founder of JJ Studios, which helps early-stage technology and interactive media companies launch and scale rapidly. Previously, Ms. Hollingshead was an early corporate team member in Uber, taking point on the company’s expansion plans in the Greater Chicago area.
Contact: editor@wealthsolutionsreport.com
Debbie Carlson, Contributing Editor
Debbie Carlson is a long-time journalist with more than two decades of experience in financial journalism. She started her business writing career covering futures markets in Chicago, stationed in a press booth adjacent to the Chicago Mercantile Exchange's pork belly pit. Her work has been published in print and digital publications including Barron’s, Chicago Tribune, Chief Investment Officer, Financial Advisor The Guardian, ETF.com, U.S. News & World Report, The Wall Street Journal, Wealth Management and others.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com.
James Miller, Contributing Editor & Research Analyst
James Miller brings over 25 years of experience to the Wealth Solutions Report team as a research analyst and writer covering a range of financial services businesses. At WSR, Mr. Miller develops and edits feature stories and Q&A profiles, while also overseeing the selection and curation of opinion pieces and commentary articles submitted from industry leaders for publication by the outlet. Before joining Wealth Solutions Report, Mr. Miller was a research analyst for Playa Capistrano Enterprises (PCE), a sales and research consultancy for the commercial real estate and commercial real estate finance sectors.
Contact: ContributingEd@wealthsolutionsreport.com
Michael Madden, Contributing Editor & Research Analyst
Michael Madden develops and edits a wide range of content for Wealth Solutions Report, in addition to supporting the outlet’s curated content platform. Before joining Wealth Solutions Report, Mr. Madden was a research analyst for Playa Capistrano Enterprises (PCE), a sales and research consultancy for the commercial real estate and commercial real estate finance sectors, where he reported directly to James Miller.
Contact: mmadden@wealthsolutionsreport.com
Jaseena Ali, Multimedia Contributing Editor
Jaseena Ali is a veteran interviewer and host with over a decade of experience interviewing titans of screen, stage and business. Ms. Ali’s inquisitive, detailed, yet conversational interview style allows her to extract the most pertinent information from some of the most sought-after subject matter experts and stars in the world.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
Andy Kalbaugh, Expert Columnist, Leaders & Entrepreneurs
Andy Kalbaugh is Expert Columnist, Leaders & Entrepreneurs for Wealth Solutions Report. A seasoned C-suite leader and board director, he analyzes and writes about the strategies and insights employed by the most successful wealth management executives and business founders that can be adopted by other participants across the industry. Currently President of hybrid RIA The Wealth Consulting Group, he is a member of the Advisory Board of TowerBrook Capital Partners, a leading private equity firm. Previously, Mr. Kalbaugh was Managing Director & Divisional President at LPL Financial, where he had oversight for the long-term growth, satisfaction and retention of more than 17,000 independent financial advisors and 800 financial institutions, representing more than $900 billion in assets.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
Sander Ressler, Expert Columnist, Compliance & Regulatory Affairs
Sander Ressler is Expert Columnist, Compliance & Regulatory Affairs at Wealth Solutions Report. With well over 30 years of experience as a compliance supervision executive and consultant, he writes about top of mind legal, compliance and regulatory issues for the wealth management space. The Founder and Managing Partner of Essential Edge Compliance Outsourcing Services, LLC, Mr. Ressler has previously served in senior compliance positions for some of the largest and most widely-known financial services firms in the country, including American Express, American General Life Insurance, AIG, ING and Société Générale S.A.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
Jeff Nash, Expert Columnist, Recruiting Trends
Jeff Nash is Expert Columnist, Recruiting Trends at Wealth Solutions Report, where he analyzes the latest developments in efforts among wealth management firms to recruit, retain and support the growth of financial advisor businesses across the country, as well as M&A between financial advisor practices. As CEO and Co-Founder of Bridgemark Strategies, a nationwide consultancy focused on the wealth management industry, Jeff leverages his 30+ years of industry experience and over 25 years of experience recruiting and consulting with financial advisors. A recognized industry thought leader, he is often published or quoted in industry media and is often asked to speak at industry conferences. His knowledge of the industry is centered around trends in advisor movement including but not limited to: broker-dealer changes and evaluation; establishing or joining an RIA; and succession planning and selling or merging practices.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
David Smith, Third-Party Content Consultant
David Smith consults on the development and implementation of WSR’s sponsored content and advertising program. With 38 years of experience in financial publishing and journalism, Mr. Smith co-founded Charter Financial Publishing Network, publisher of Financial Advisor and Private Wealth magazines, in 2000, and Investment Advisor magazine in 1989. Smith founded Shore Advisory Services, LLC, in March 2022, where he currently consults and advises a number of firms in the financial services industry.