Deborah is a freelance business, economics, and investment industry journalist, writing since 2001. Based in the NY metro area, she has been awarded the Investment Foundations™ certificate from the CFA Institute. She Tweets at: @dnason
Saphyre, CEO and Founder
Managing partner, Luma Wealth Advisors
Founder and director, MIT AgeLab
CEO, Morningstar Inc.
Executive chairwoman, Advisor Group
Chief digital officer for wealth management, Morgan Stanley
CEO and founder, Orion Advisor Services
Co-founder and CEO, Captrust
President, Kahler Financial Group
CEO and president, Calvert Research and Management
