Robert Huebscher
Robert K. Huebscher, Founder and CEO. Bob founded Advisor Perspectives in 2007,
following a 25 year career in the financial services and information technology industry.
In 1982, he founded the Investment Software Division of Thomson Financial, and oversaw the
introduction and development of its flagship product, PORTIA, currently the leading portfolio
management system for buy side investors. In 1990 he founded Hub Data, a redistributor of market
data and corporate action information. He sold Hub Data to Advent Software in 1998, and this business
continues today as Advent Market Data. He was an officer of Advent until 2002. Beginning in 2003,
he served as a consultant to a number of businesses in the wealth management industry. Mr. Huebscher
has a BA from Connecticut College and an MBA from Harvard University. He serves on the boards of
several local charities
Diogo Teixeira
Diogo Teixeira spent 25 years in financial services technology. After graduating from MIT and Harvard Business
School, he began his career at Bank One in Columbus, OH in retail bank operations. He was subsequently a consultant
at McKinsey and at Ernst & Young before founding his own research & consulting firm, TowerGroup, in 1993. TowerGroup
is the leading financial services technology advisory firm and was sold to Reuters in 1999. Diogo is currently a
private investor. Over the years, he published two books and dozens of trade press articles about the interplay
between technology and the financial services business.
Maarten van Hengel
Maarten van Hengel is a co-founder of Highmount Capital LLC (www.hmcap.com).
Maarten has spent over 25 of years in the investment management business.
He gained international experience at the Private Bank of the Swiss Bank Corp and in the Portfolio Management Group and at Bankers Trust Company in their Private Bank.
He left to work at the Bankers Trust Company in the Private Bank.
Along with a portfolio manager for private clients, he was a global strategist for the US and international private banking departments.
His focus was primarily on advising on world wide asset allocation.
He left to work at Trainer Wortham & Co (a subsidiary for the First Republic Bank) in 2000 to establish
the Family Wealth Management Team to operate as a multi-family office.
He worked subsequently at Trainer where he developed investment vehicles for alternative investments for individuals and families.
In 2002, he formed Highmount Capital LLC.
He is on the board of Metalized Carbon Corporation and serves on several non-profit boards.
Jamie Waller
Jamie Waller is CEO of Family Wealth Report (www.familywealthreport.com) and has been an entrepreneur
in the investment management industry for over 20 years. He has led many of the product and service changes
that effect wealth management. Leading the charge in performance measurement reporting to institutions in the
1980s, he and his firm, Security APL, helped establish the separately managed account (SMA) industry in the 1990s.
He is a recognized thought leader in performance reporting, portfolio construction, compliance, technology and
operations. APL, which provides portfolio management software services and tools to pension and mutual fund
managers, has seen its revenue grow to nearly $100 million since its acquisition by CheckFree in 1996.
As an active member of the nascent SMA industry, Jamie founded the St. Regis Association, the first advocacy
group dedicated to promoting SMAs. The St. Regis Association became the Money Management Institute (MMI),
a Washington, D.C.-based industry association. He remains an active participant in other investment industry
organizations, speaking frequently at conferences and events, including those of IMCA, MMI, FRA and
CFA Institute (AIMR).
Jon Carroll
Jon Carroll is the co-founder and Managing Director of Family Office Metrics (www.fametrics.com).
He has worked with ultra-high net worth families in the family office industry since 1994. Since 2001,
Jon has worked as a business consultant to ultra-high net worth families and their advisors on matters
of business strategy, operations, and technology. Family Office Metrics is an independent
resource for families and family offices that need independent and objective advice on successful practices,
management tools, operating benchmarks, and technology solutions. From 1992 to 1994, Jon served as corporate
controller for the $3b thrift subsidiaries of Ocwen Financial Corporation. Prior to Ocwen Financial Corporation,
Jon's business experience spanned over 17 years in the financial services industry, with special emphasis in
investment operations, technology, and management, including 11 years with Citibank NA. He is a Certified
Public Accountant in Florida and a member of the Florida and American Institutes of CPAs.
Bob Veres
Bob Veres is editor and publisher of Inside Information (www.bobveres.com), an interactive subscription-based information service for financial planning professionals, and author of The Cutting Edge in Financial Services (National Underwriter Press) and contributing editor and columnist for Financial Planning magazine. Over his 20-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Dow Jones Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he has spoken at many of the planning world’s largest professional conferences, including FPA National, FPA Retreat, NAPFA National, Waterhouse Institutional, FPA Broker-Dealer Conference, First Trust DATAlynx National Conference, and all of the four NAPFA Regional Conferences. Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the lifetime achievement award for service to the profession by the National Association of Personal Financial Advisors, and most recently the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.
