Wealthcare Capital Management
Industry: Software company
DescriptionFounded: 1999 Parent organization: Wealthcare Sub Holdings, Inc. Subsidiary: Financeware, Inc., Asset Management Arm
Wealthcare Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wealthcare Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wealthcare Capital Management Salaries. You can even request information on how much does Wealthcare Capital Management pay if you want to. Learn about salaries, pros and cons of working for Wealthcare Capital Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Wealthcare Capital Management employees in database. Find out everything there's to know about Wealthcare Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wealthcare Capital Management Employees
Employee
Years
Job
Industry
Russ Thornton Russ Thornton's Wealthcare Capital Management Experience November 2009 - Present
Job FeeOnly Financial Planning For Women Dealing With Divorce or Widowhood
Industry Investment Management
Experience
Wealthcare Capital Management November 2009 - Present
Georgia Eye Bank 2005 - Present
Thornton Wealth Management March 2006 - November 2009
Merrill Lynch August 1993 - March 2006
Skills
Wealth Management, Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Personal Financial..., Estate Planning, Financial Planning
Education
Furman University 1989 — 1993
BA, Business
Wealthcare Capital Management November 2009 - Present
Georgia Eye Bank 2005 - Present
Thornton Wealth Management March 2006 - November 2009
Merrill Lynch August 1993 - March 2006
Skills
Wealth Management, Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Personal Financial..., Estate Planning, Financial Planning
Education
Furman University 1989 — 1993
BA, Business
Brad Michels, CFP®, QPFC Brad Michels, CFP®, QPFC's Wealthcare Capital Management Experience May 2012 - Present
Job Providing balance and increased confidence to the lives of those I serve.
Industry Investment Management
Experience
Wealthcare Capital Management May 2012 - Present
Concentric Fiduciary Advisors July 2010 - May 2012
Transamerica Investment Management, LLC January 2004 - February 2009
Skills
Certified Financial..., Qualified Plan..., Life Planning, Goals Based Planning, Personal Financial..., Holistic Financial..., Qualified Retirement..., Retirement Planning, Retirement Plan..., Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Simple IRA, Social Security Planning, Social Security Analysis
Education
University of Kentucky 1987 — 2001
Bachelor of Business Administration (BBA), Marketing
Webster University 1994 — 1996
Master of Business Administration (MBA)
Wealthcare Capital Management May 2012 - Present
Concentric Fiduciary Advisors July 2010 - May 2012
Transamerica Investment Management, LLC January 2004 - February 2009
Skills
Certified Financial..., Qualified Plan..., Life Planning, Goals Based Planning, Personal Financial..., Holistic Financial..., Qualified Retirement..., Retirement Planning, Retirement Plan..., Estate Planning, 401k Rollovers, IRAs, Roth IRA, SEP IRA, Simple IRA, Social Security Planning, Social Security Analysis
Education
University of Kentucky 1987 — 2001
Bachelor of Business Administration (BBA), Marketing
Webster University 1994 — 1996
Master of Business Administration (MBA)
Linda Hamilton Parker Linda Hamilton Parker's Wealthcare Capital Management Experience May 2013 - March 2015
Job Maitland
Industry Financial Services
Experience
Maitland March 2015 - Present
Wealthcare Capital Management May 2013 - March 2015
Thompson Davis & Co. January 2010 - May 2013
Markel International 2007 - 2008
Quellos Group, LLC 2002 - 2007
Incepta Ventures (Bechtel Affiliate) 2000 - 2002
PMG Capital 1998 - 2000
ESPN 1996 - 1998
Skills
Customer Service, Executive..., Project Management, Customer Service..., Fundamental Analysis, Graphic Design, Video Editing, Videography, Video Production, Desktop Publishing, Help Desk Support, Online Research, Microsoft Office
Education
Elon University
Bachelor of Arts (BA), Mass Communication/Media Studies
Maitland March 2015 - Present
Wealthcare Capital Management May 2013 - March 2015
Thompson Davis & Co. January 2010 - May 2013
Markel International 2007 - 2008
Quellos Group, LLC 2002 - 2007
Incepta Ventures (Bechtel Affiliate) 2000 - 2002
PMG Capital 1998 - 2000
ESPN 1996 - 1998
Skills
Customer Service, Executive..., Project Management, Customer Service..., Fundamental Analysis, Graphic Design, Video Editing, Videography, Video Production, Desktop Publishing, Help Desk Support, Online Research, Microsoft Office
Education
Elon University
Bachelor of Arts (BA), Mass Communication/Media Studies
John C. White, CFA John C. White, CFA's Wealthcare Capital Management Experience 2007 - 2009
Job Chief Administrative Officer at The Colony Group
Industry Investment Management
Experience
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
Will Akers, ChFC®, CRPS®, AIFA® Will Akers, ChFC®, CRPS®, AIFA®'s Wealthcare Capital Management Experience October 2000 - Present
Job
Industry Financial Services
Experience
Wealthcare Capital Management October 2000 - Present
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Fiduciary, Investment Strategies, Portfolio Management, High Net Worth..., Financial Planning, ETFs, Defined Benefit, ERISA, Public Speaking, Profit Sharing, Employee Benefits, IRA's, Retirement Income..., Consultative Selling
Education
Boston University
Certificate in Financial Planning
Virginia Commonwealth University - School of Business
BS, Finance - German Minor
Hermitage High School
Wealthcare Capital Management October 2000 - Present
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Fiduciary, Investment Strategies, Portfolio Management, High Net Worth..., Financial Planning, ETFs, Defined Benefit, ERISA, Public Speaking, Profit Sharing, Employee Benefits, IRA's, Retirement Income..., Consultative Selling
Education
Boston University
Certificate in Financial Planning
Virginia Commonwealth University - School of Business
BS, Finance - German Minor
Hermitage High School
Michael Ashker Michael Ashker's Wealthcare Capital Management Experience December 2013 - Present
Job CEO at Wealthcare Capital Management
Industry Investment Management
Experience
Wealthcare Capital Management December 2013 - Present
Agility Partners November 2003 - Present
Blackfish Financial June 2009 - June 2013
OXO Capital 2013 - 2013
M2 Venture Partners December 2006 - July 2009
Imerica Life & Health Company January 2002 - November 2004
JusticeLink April 1999 - December 2001
Healthaxis August 1998 - December 2001
Lynx Capital Group August 1995 - July 1998
Skills
Business Planning, Financial Modeling, Start-ups, Entrepreneur, Venture Capital, Entrepreneurship, Investments
Education
Eastern Michigan University 1970 — 1975
Wealthcare Capital Management December 2013 - Present
Agility Partners November 2003 - Present
Blackfish Financial June 2009 - June 2013
OXO Capital 2013 - 2013
M2 Venture Partners December 2006 - July 2009
Imerica Life & Health Company January 2002 - November 2004
JusticeLink April 1999 - December 2001
Healthaxis August 1998 - December 2001
Lynx Capital Group August 1995 - July 1998
Skills
Business Planning, Financial Modeling, Start-ups, Entrepreneur, Venture Capital, Entrepreneurship, Investments
Education
Eastern Michigan University 1970 — 1975
Noelle (Heesen) Owenby Noelle (Heesen) Owenby's Wealthcare Capital Management Experience July 2014 - Present
Job
Industry Investment Management
Experience
Wealthcare Capital Management July 2014 - Present
Skills
Product Management, Product Marketing, Product Development, Marketing, User Experience, Leadership, Digital Strategy
Education
Boston University 2003 — 2007
BA, English
Wealthcare Capital Management July 2014 - Present
Skills
Product Management, Product Marketing, Product Development, Marketing, User Experience, Leadership, Digital Strategy
Education
Boston University 2003 — 2007
BA, English
Rick Van Zandt, CPA/PFS Rick Van Zandt, CPA/PFS's Wealthcare Capital Management Experience January 2011 - Present
Job Member, Owner at Van Zandt Financial Services, PLLC
Industry Investment Management
Experience
Wealthcare Capital Management January 2011 - Present
Van Zandt Financial Services, PLLC August 2009 - Present
CRI Capital Management February 1999 - July 2009
Egghead Software September 1995 - July 1998
Altschuler, Melvoin & Glasser 1992 - 1994
Skills
Tax, Retirement Planning, Estate Planning, Wealth Management, Financial Planners, Retirement, Investment Advisory, IRAs, Securities, Investments, Corporate Tax, Income Tax, Financial Analysis, Asset Managment, Financial Planning
Education
California State University-Northridge 1989 — 1991
BS, Accounting
Los Angeles Valley College 1986 — 1989
Associate's degree, Economics
Wealthcare Capital Management January 2011 - Present
Van Zandt Financial Services, PLLC August 2009 - Present
CRI Capital Management February 1999 - July 2009
Egghead Software September 1995 - July 1998
Altschuler, Melvoin & Glasser 1992 - 1994
Skills
Tax, Retirement Planning, Estate Planning, Wealth Management, Financial Planners, Retirement, Investment Advisory, IRAs, Securities, Investments, Corporate Tax, Income Tax, Financial Analysis, Asset Managment, Financial Planning
Education
California State University-Northridge 1989 — 1991
BS, Accounting
Los Angeles Valley College 1986 — 1989
Associate's degree, Economics
Perry Chesney Perry Chesney's Wealthcare Capital Management Experience April 2011 - September 2013
Job Senior Partner Red Rock Strategic Partners
Industry Financial Services
Experience
Red Rock Strategic Partners October 2013 - Present
Wealthcare Capital Management April 2011 - September 2013
SunTrust Investment Services June 2004 - March 2011
Merrill Lynch November 1982 - June 2004
Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Securities, Strategic Financial..., Sales Management, Management Consulting, Public Speaking, Investments, Financial Services, Portfolio Management, Asset Management, Management, Asset Allocation, Finance
Education
LSU Graduate School of Economics 1981 — 1982
Millsaps College 1977 — 1981
BBA, Business Administration and Management, General
Red Rock Strategic Partners October 2013 - Present
Wealthcare Capital Management April 2011 - September 2013
SunTrust Investment Services June 2004 - March 2011
Merrill Lynch November 1982 - June 2004
Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Securities, Strategic Financial..., Sales Management, Management Consulting, Public Speaking, Investments, Financial Services, Portfolio Management, Asset Management, Management, Asset Allocation, Finance
Education
LSU Graduate School of Economics 1981 — 1982
Millsaps College 1977 — 1981
BBA, Business Administration and Management, General
Theresa Muller Theresa Muller's Wealthcare Capital Management Experience October 2010 - March 2013
Job Compliance Consultant & Para Legal at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC March 2013 - Present
Wealthcare Capital Management October 2010 - March 2013
Ivy Asset Management May 2001 - May 2010
Delta Funding March 1999 - May 2001
Astoria Federal Savings October 1996 - December 1998
Skills
Fund Of Funds, Securities, Hedge Funds, SEC, Alternative Investments, FINRA, Paralegals, Fund Administration, Financial Services, Asset Management, Compliance, Code of Ethics, Offshore Funds, AML, Project Management, Investments, Chief Compliance Officer, Customer Service, Risk Management, Anti Money Laundering
Education
Hofstra University - School of Continuing Education 2004 — 2004
Certificate, Paralegal Studies
James Madison University 1985 — 1987
BBA, Business Management
Oyster Consulting, LLC March 2013 - Present
Wealthcare Capital Management October 2010 - March 2013
Ivy Asset Management May 2001 - May 2010
Delta Funding March 1999 - May 2001
Astoria Federal Savings October 1996 - December 1998
Skills
Fund Of Funds, Securities, Hedge Funds, SEC, Alternative Investments, FINRA, Paralegals, Fund Administration, Financial Services, Asset Management, Compliance, Code of Ethics, Offshore Funds, AML, Project Management, Investments, Chief Compliance Officer, Customer Service, Risk Management, Anti Money Laundering
Education
Hofstra University - School of Continuing Education 2004 — 2004
Certificate, Paralegal Studies
James Madison University 1985 — 1987
BBA, Business Management
Brett Schildhorn Brett Schildhorn's Wealthcare Capital Management Experience June 2014 - August 2014
Job Acquisitions and Development Analyst at Hersha Hospitality
Industry Investment Management
Experience
Hersha Hospitality August 2015 - Present
Sterling Investment Advisors, Ltd. January 2011 - May 2015
Wealthcare Capital Management June 2014 - August 2014
First Financial Group June 2009 - December 2010
Skills
401k, Wealth Management, Series 63, Retirement Planning, Estate Planning, Securities, Retirement, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Alternative Investments, Portfolio Management
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance, 3.94
University of Maryland College Park 2005 — 2009
BA, Psychology
Hersha Hospitality August 2015 - Present
Sterling Investment Advisors, Ltd. January 2011 - May 2015
Wealthcare Capital Management June 2014 - August 2014
First Financial Group June 2009 - December 2010
Skills
401k, Wealth Management, Series 63, Retirement Planning, Estate Planning, Securities, Retirement, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Alternative Investments, Portfolio Management
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance, 3.94
University of Maryland College Park 2005 — 2009
BA, Psychology
Rutherfoord Ferguson Rutherfoord Ferguson's Wealthcare Capital Management Experience November 2008 - September 2010
Job Vice President Investment Consultant at Caprin Asset Management, LLC
Industry Financial Services
Experience
Caprin Asset Management, LLC September 2014 - Present
RiverFront Investment Group, LLC September 2010 - September 2014
Wealthcare Capital Management November 2008 - September 2010
Wachovia Securities Financial Network, LLC February 2006 - September 2008
Mercer Rug Cleansing, Inc December 2001 - February 2006
Thomas Weisel Partners, LLC March 2000 - November 2001
Education
Hampden-Sydney College 1991 — 1995
Bachelor of Arts (B.A.), History
Caprin Asset Management, LLC September 2014 - Present
RiverFront Investment Group, LLC September 2010 - September 2014
Wealthcare Capital Management November 2008 - September 2010
Wachovia Securities Financial Network, LLC February 2006 - September 2008
Mercer Rug Cleansing, Inc December 2001 - February 2006
Thomas Weisel Partners, LLC March 2000 - November 2001
Education
Hampden-Sydney College 1991 — 1995
Bachelor of Arts (B.A.), History
John Lohr John Lohr's Wealthcare Capital Management Experience 2014 - 2015
Job Founder, Howling Wolf Enterprises, Howling Wolf Learning Network, Howling Wolf Capital Partners
Industry E-Learning
Experience
The Learning Network Powered by Howling Wolf January 2010 - Present
Howling Wolf Enterprises October 2002 - Present
Howling Wolf Enterprises January 2002 - Present
Wealthcare Capital Management 2014 - 2015
Money Management Institute 2005 - 2010
Lockwood Financial Services 1995 - 2004
E.F. Hutton and Company, Inc. and successors 1986 - 1995
Skills
Securities, Investments, Financial Education, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Retirement, Risk Management, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Series 63, Equities, Emerging Markets, Estate Planning, Financial Markets, Trading, Bonds, Pensions, Financial Planners, Financial Services, Investment Management, Fixed Income, Financial Advisory, Wealth Management..., Retirement Planning, Series 7, Personal Finance, Private Equity
Education
Cleveland State University - Cleveland-Marshall College of Law 1979 — 1982
JD, LAW
The Learning Network Powered by Howling Wolf January 2010 - Present
Howling Wolf Enterprises October 2002 - Present
Howling Wolf Enterprises January 2002 - Present
Wealthcare Capital Management 2014 - 2015
Money Management Institute 2005 - 2010
Lockwood Financial Services 1995 - 2004
E.F. Hutton and Company, Inc. and successors 1986 - 1995
Skills
Securities, Investments, Financial Education, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Retirement, Risk Management, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Investment Strategies, Series 63, Equities, Emerging Markets, Estate Planning, Financial Markets, Trading, Bonds, Pensions, Financial Planners, Financial Services, Investment Management, Fixed Income, Financial Advisory, Wealth Management..., Retirement Planning, Series 7, Personal Finance, Private Equity
Education
Cleveland State University - Cleveland-Marshall College of Law 1979 — 1982
JD, LAW
Jim Mirenda, CFP® Jim Mirenda, CFP®'s Wealthcare Capital Management Experience August 2012 - Present
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management August 2012 - Present
Merrill Lynch Wealth Management November 2009 - August 2012
Reunion Power, LLC July 2007 - December 2009
Manchester Capital Management 2001 - 2007
IBM 1999 - 2001
Cornell University Johnson Graduate School 1997 - 1999
Aubrey G. Lanston 1994 - 1997
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
Lehigh University 1989 — 1993
BS
Choate Rosemary Hall 1987 — 1989
Wealthcare Capital Management August 2012 - Present
Merrill Lynch Wealth Management November 2009 - August 2012
Reunion Power, LLC July 2007 - December 2009
Manchester Capital Management 2001 - 2007
IBM 1999 - 2001
Cornell University Johnson Graduate School 1997 - 1999
Aubrey G. Lanston 1994 - 1997
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
Lehigh University 1989 — 1993
BS
Choate Rosemary Hall 1987 — 1989
Brandy Weiberg Brandy Weiberg's Wealthcare Capital Management Experience May 2004 - Present
Job Vice President / Portfolio Management at Wealthcare Capital Management
Industry Investment Management
Experience
Wealthcare Capital Management May 2004 - Present
Education
University of Mary Washington 1999 — 2003
Business Administration
Wealthcare Capital Management May 2004 - Present
Education
University of Mary Washington 1999 — 2003
Business Administration
Jeremy Kuhlen Jeremy Kuhlen's Wealthcare Capital Management Experience April 2001 - June 2009
Job Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group March 2015 - Present
CapGroup Advisors January 2013 - February 2015
Mentor Wealth Management, LLC June 2009 - January 2013
Wealthcare Capital Management April 2001 - June 2009
Financeware, Inc. April 2001 - June 2009
Wells Fargo Financial July 1997 - April 2001
Skills
Wealth Management, Retirement Plan..., Financial Planning, Investment Advisory, 401k, Portfolio Management, Investments, Fiduciary, Retirement Planning, Asset Allocation
Education
James Madison University
BBA, Marketing
The Colony Group March 2015 - Present
CapGroup Advisors January 2013 - February 2015
Mentor Wealth Management, LLC June 2009 - January 2013
Wealthcare Capital Management April 2001 - June 2009
Financeware, Inc. April 2001 - June 2009
Wells Fargo Financial July 1997 - April 2001
Skills
Wealth Management, Retirement Plan..., Financial Planning, Investment Advisory, 401k, Portfolio Management, Investments, Fiduciary, Retirement Planning, Asset Allocation
Education
James Madison University
BBA, Marketing
Christopher Hessenflow Christopher Hessenflow's Wealthcare Capital Management Experience December 2010 - Present
Job Registered Investment Advisor
Industry Financial Services
Experience
Wealthcare Capital Management December 2010 - Present
Skills
Wealth Management, Financial Planning, Financial Education, Portfolio Management, Analysis, Retirement, Retirement Planning, Investments, Asset Management, Financial Analysis, Estate Planning, Risk Management, Securities, Equities, Funding, Pensions, Strategic Financial...
Education
DePaul University 2000 — 2002
Certificate Program, Financial Planning
George Mason University 1992 — 1994
Bachelor of Science, Economics
East Carolina University 1987 — 1989
Economics
Wealthcare Capital Management December 2010 - Present
Skills
Wealth Management, Financial Planning, Financial Education, Portfolio Management, Analysis, Retirement, Retirement Planning, Investments, Asset Management, Financial Analysis, Estate Planning, Risk Management, Securities, Equities, Funding, Pensions, Strategic Financial...
Education
DePaul University 2000 — 2002
Certificate Program, Financial Planning
George Mason University 1992 — 1994
Bachelor of Science, Economics
East Carolina University 1987 — 1989
Economics
Jeffrey C. Leighton, CFA Jeffrey C. Leighton, CFA's Wealthcare Capital Management Experience February 2014 - Present
Job Helping advisors accelerate their practices through the implementation of Goals Based Wealth Management
Industry Investment Management
Experience
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
Stuart Porterfield Stuart Porterfield's Wealthcare Capital Management Experience October 2008 - May 2009
Job Director of Retail Sales and Marketing at RiverFront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group August 2010 - Present
Advisor PT May 2009 - August 2010
Wealthcare Capital Management October 2008 - May 2009
Wachovia Securities Financial Network April 1993 - May 2008
Bank of America June 1990 - April 1993
Skills
Sales, Sales Management, Investment Advisory, Asset Managment, Financial Services, Management, Financial Advisory, Investments, Recruiting, Sales Operations, Training, Marketing, Marketing Strategy, Coaching, Consulting, Customer Retention, Relationship Management, Networking, Series 7
Education
Emory and Henry College 1986 — 1990
Economics/English
RiverFront Investment Group August 2010 - Present
Advisor PT May 2009 - August 2010
Wealthcare Capital Management October 2008 - May 2009
Wachovia Securities Financial Network April 1993 - May 2008
Bank of America June 1990 - April 1993
Skills
Sales, Sales Management, Investment Advisory, Asset Managment, Financial Services, Management, Financial Advisory, Investments, Recruiting, Sales Operations, Training, Marketing, Marketing Strategy, Coaching, Consulting, Customer Retention, Relationship Management, Networking, Series 7
Education
Emory and Henry College 1986 — 1990
Economics/English
Ian Cully Ian Cully's Wealthcare Capital Management Experience February 2011 - August 2011
Job Technical Analyst II at Asurion
Industry Financial Services
Experience
Asurion January 2015 - Present
Asurion September 2012 - Present
Insight Global October 2011 - September 2012
Wealthcare Capital Management February 2011 - August 2011
Butler High School January 2011 - May 2011
Skills
Sales, Financial Analysis, Business Analysis, Quantitative Research, Leadership, Coaching, Analysis, Account Management, Project Management, Data Analysis, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Research, Financial Modeling, Team Leadership, Marketing Strategy, Strategic Planning, Process Improvement, Risk Management, PowerPoint, Microsoft Word, Management, Business Intelligence
Education
Miami University 2006 — 2010
Finance, Business, Decision Sciences
North Allegheny
Asurion January 2015 - Present
Asurion September 2012 - Present
Insight Global October 2011 - September 2012
Wealthcare Capital Management February 2011 - August 2011
Butler High School January 2011 - May 2011
Skills
Sales, Financial Analysis, Business Analysis, Quantitative Research, Leadership, Coaching, Analysis, Account Management, Project Management, Data Analysis, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Research, Financial Modeling, Team Leadership, Marketing Strategy, Strategic Planning, Process Improvement, Risk Management, PowerPoint, Microsoft Word, Management, Business Intelligence
Education
Miami University 2006 — 2010
Finance, Business, Decision Sciences
North Allegheny
Procter Fishburne, CFP®'s Wealthcare Capital Management Experience December 2009 - Present
Job Head of Planning at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Mark Ciucci's Wealthcare Capital Management Experience 2011 - 2012
Job SVP Advice at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
Scarlott Cagle, MS-PFP, CFP®, EA's Wealthcare Capital Management Experience December 2012 - Present
Job Wealthcare Advisor/NAPFARegistered Financial Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management December 2012 - Present
Summit Wealth Management, Inc. January 2004 - October 2012
Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Budgets, SMA, Planning Advice, 401k Rollovers, Employee Stock Options, Personal Tax Planning, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1996
MS, Personal Financial Planning
University of West Georgia 1987 — 1991
BBA, Finance and Management Magna Cum Laude
Wealthcare Capital Management December 2012 - Present
Summit Wealth Management, Inc. January 2004 - October 2012
Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Budgets, SMA, Planning Advice, 401k Rollovers, Employee Stock Options, Personal Tax Planning, Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1996
MS, Personal Financial Planning
University of West Georgia 1987 — 1991
BBA, Finance and Management Magna Cum Laude
Beth Chassereau's Wealthcare Capital Management Experience April 2015 - Present
Job Portfolio Operations Associate & Advisor Support
Industry Financial Services
Experience
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Wealthcare Capital Management April 2015 - Present
Adhesion Wealth Advisor Solutions November 2011 - April 2015
Mary Kay Inc. October 2003 - January 2015
Vemma Nutrition October 2010 - October 2013
Linden Thomas & Company, a Wells Fargo Advisors Financial Network March 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - December 2009
Wachovia Securities, LLC February 2008 - April 2009
Wachovia Corporation February 2008 - April 2009
Wachovia Securities June 2005 - April 2009
Wachovia Securities, LLC June 2005 - July 2007
Skills
Tax Reporting, Securities, Mutual Funds, Investments, Wealth Management, Financial Services, Asset Managment, Retirement Planning, Banking, Financial Analysis, Bonds, Insurance, Equities, Microsoft Excel, Accounting, Portfolio Management
Education
Radford University 1992 — 1996
Bachelor of Science Degree, Business Administration; Finance
Radford University - College of Business and Economics 1992 — 1996
Finance, Finance
Mills E. Godwin High School 1988 — 1992
Math
Richard L. Bartholomew II, MBA, CFP®'s Wealthcare Capital Management Experience 2010 - Present
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
W. Andrew Laub's Wealthcare Capital Management Experience March 2010 - Present
Job Wealthcare Analyst at Wealthcare Capital Management
Industry Investment Management
Experience
Wealthcare Capital Management March 2010 - Present
Fortigent, LLC 2008 - 2010
Skills
Investments, Investment Advisory, Wealth Management
Education
Allegheny College 2004 — 2008
Bachelor of Arts (BA), Managerial Economics
Wealthcare Capital Management March 2010 - Present
Fortigent, LLC 2008 - 2010
Skills
Investments, Investment Advisory, Wealth Management
Education
Allegheny College 2004 — 2008
Bachelor of Arts (BA), Managerial Economics
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk