- The 2009 Wealth Roundtable Four of the area’s top financial advisors discuss the markets, the new administration, and where to invest now.
Four of the area’s top financial advisors discuss the markets, the new administration, and where to invest now.
RIC EDELMAN is chairman and CEO of Edelman Financial and host of “The Ric Edelman Show.” He is an investment advisor representative and the best-selling author of seven books on personal finance. His firm manages billions of dollars for consumers nationwide.
SHANNON M. KENNEDY is a global director at the Northern Trust Company within the wealth management division. She joined Northern Trust in 1987 and is a recognized leader in serving the complex financial requirements of families and family offices.
BENJAMIN J. LEDYARD is a managing director and senior wealth strategist for Wilmington Trust Company, where he has worked with high-net-worth families, business owners, and executives for more than 15 years. He holds a law degree from Widener University School of Law and bachelor’s degree from the University of Delaware.
RODERICK VON LIPSEYis a managing director at UBS Financial Services, Inc, where he leads the private wealth management business for the Washington, D.C. region. His career in finance began in New York at Goldman, Sachs & Co. after serving 20 years on active duty in the U.S. Marine Corps.
Moderator EDWARD J. MATHIAS is a managing director of the Carlyle Group and graduated with an M.B.A. from Harvard Business School. He is also cochairman of the President’s Circle of the National Gallery of Art.