America's Best Direct Indexing Buyers Guide 2024 - 38

2024 DIRECT INDEXING BUYERS GUIDE
CONTRIBUTORS
Jerry Cooper
Jerry Cooper is a contributing editor and
Publisher of The Wealth Advisor. Mr. Cooper
has been in the financial services industry for
nearly four decades-and has been working
closely with model providers and strategists
for much of the last 8 years. His knowledge
of the industry, which messages will resonate,
how to capture the attention of advisors, and
the entire sales process-is second to none.
Jerry is also the publisher of The Wealth Advisor
where serves in a leadership role over both the
editorial and advertising departments.
AMERICA'S BEST
DIRECT INDEXING
BUYERS GUIDE
Publisher: Jerry Cooper
Editor-in-Chief: Scott Martin
Editorial Project Manager:
Monica Boyer
Contributors: Jerry Cooper,
Scott Martin
Art Director: Scott W. Valenzano
How to Reach
the Wealth Advisor Staff
Subscriber Services & Circulation
subscriber.services@
thewealthadvisor.com
Editorial and Letters to the Editor
robert.martin@marinamediallc.com
Scott Martin
Scott Martin came to The Wealth Advisor
after nearly a decade in hedge fund land once
it became clear that the individual advisor had
been his true passion all along. He knows what
frustrates and excites financial intermediaries
at all levels of the industry and has written
endlessly about the ways technology, client
demand patterns and innovation keep creating
opportunities as well as challenges. You might
have seen some of it in places like Research,
Buyside and Institutional Investor (and ALPHA). If
you're reading this, you know how to reach him.
Advertising Opportunities
Chris Panagakis
chris.panagakis@marinamediallc.com
Reprints and Licensing
jerry.cooper@marinamediallc.com
How to Reach
the Wealth Advisor
+1 (800) 392-8811
TheWealthAdvisor.com
401 Wilshire Blvd. Suite 1200,
Santa Monica, CA 90401
Madeline
Garfinkle
Madeline Garfinkle is a Marketing and
Communications Writer for The Wealth
Advisor, focusing on wealth management
and financial planning. With over seven
years of digital media experience, including
three years as a financial writer and
journalist, she's driven by the intersection
of technology and economy, economic
decision-making psychology, and investment
industry nuances. Previously, Madeline
was a News Writer for Entrepreneur
Magazine, contributing to print and digital
platforms on topics like the housing market,
cryptocurrency, and franchise industry. She
holds a degree from Syracuse University and
earned her Masters from Columbia University
in 2021.
© 2024 The Wealth Advisor, All Rights
Reserved. Any reproduction all or in part
is strictly prohibited without consent.
America's Best Direct Indexing Buyers
Guide PDF Magazine edition is updated
quarterly. All data presented is fully
owned by and provided by each provider.
Each provider is responsible for its accuracy.
Disclaimer: The Wealth Advisor,
TheWealthAdvisor.com and The Wealth
Advisor e-newsletter (TWA) are not affiliated
with any of the providers in this
Dashboard. TWA makes no representations
or warranties of any kind regarding
the content hereof or any products or
services described herein, including any
warranties, express or implied, as to the
accuracy, timeliness, completeness, or
suitability of such content or products and
will not be liable for any damages (including,
without limitation, damages for lost
profits) which may arise from the use of
any participating provider's services.
38
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America's Best Direct Indexing Buyers Guide 2024

Table of Contents for the Digital Edition of America's Best Direct Indexing Buyers Guide 2024
