Case Studies Region: Northeast

Peter Robbins – H.M. Payson

You turn the TV off and walk away, trying not to think about what you’ve just heard: Another 600-point drop in the Dow; another panel of talking heads imploring you to sell. After a few minutes of nervous pacing, you put in a call to the firm managing your portfolio. You’ve been talked off this […]

Ted Kakoyiannis – Valyrian Capital LLC

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]

Eric D. Bailey – Bailey Wealth Advisors

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he […]

David Edwards – Heron Wealth

Sixty-six million years ago, an asteroid the size of Manhattan struck Mexico’s Yucatan Peninsula. The impact blasted open a crater 110 miles wide, triggered a tsunami with 500-foot waves and shrouded the planet in dense clouds of acid rain. Within just a few centuries, apex predators like T-Rex and Velociraptor died out. Meanwhile, species of […]

Jack Salzman – Kings Point Capital Management

When it comes to the finer things in life—a brilliant diamond, a top-shelf glass of scotch—having an “old-school” approach is usually considered a good thing. The term implies a certain reverence for tradition, an air of expertise often lacking in today’s increasingly automated, derivative-driven world. Jack Salzman wonders why wealth management should be any different. […]

David Mayes – Bearing Point Wealth Partners

It hits you the moment your eldest boards the bus for her first day of middle school. She’ll be off to college in seven years. By the time she’s your age, you and your wife will be eligible for social security. You’ve managed to scrimp and save here and there, but as that bus pulls […]

Bill Tremko – USI Consulting Group

You can’t call this a mere growth spurt. USI Consulting Group (USICG) has been on a steady—sometimes dramatic—track of expansion for going on 25 years now. And it’s showing no signs of easing up; in fact, quite the opposite. The Glastonbury, Connecticut, company can attribute much of this success to the niche it has carved […]

Beth M. Kotran – Ferrero North America

As general counsel for the North American operations of the global confectionery heavyweight Ferrero, Beth M. Kotran has literally achieved—well almost—what she had so aspired to after leaving private practice in 2002. “I was focused on one piece of a bigger pie,” she tells Vanguard from her office in Parsippany, New Jersey. “I wanted to […]

Julie Kinch – Heineken USA

Ten years ago, well into her tenure as chief legal counsel for Heineken USA, Julie Kinch helped launch a company-wide women’s leadership forum. What began with six people in a Chicago conference room has, in the decade since, grown to include more than 120 members from throughout Heineken’s ranks—male and female, millennials and boomers, executives […]

Erin Bagley – Coverys

Amidst the cacophony of the national health insurance debate—over who pays what and how; and of when liability comes into play—one voice always seems drowned in the din: that of practitioners providing the care. It’s a conundrum Erin Bagley knows only too well. As general counsel for Coverys, a medical professional liability insurer headquartered in […]

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