Ross Bramwell, CFA, Principal & Managing Director, Investment Communications, HB Wealth |  Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

Prior to HB, Ross served as Director of Investments for a San Diego-based multifamily office, where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.

Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. He lives in Cumming with his wife and has four children. 

Siobhan Broadbery is the Public Private Solutions Sales Specialist for the eastern part of the United States at Capital Group. Siobhan has more than 17 years of sales and structuring experience working with wealth managers and institutional investors across New York and London. Prior to joining Capital, Siobhan was a Senior Vice President and Market Leader at Brookfield Oaktree Wealth Solutions, working with the largest RIAs in the country. Prior to that, Siobhan worked with RIAs at Stone Ridge, an alternative asset manager and she spent 8 years at Barclays in commodity investments structuring. Siobhan has a Bachelor of Science in Business Administration and Mathematics from Copenhagen Business School.  

Sunil Shah is Head of Portfolio Consulting within Dimensional’s Investment Solutions Group. The Portfolio Consulting team works with advisory and institutional clients to address a wide range of investment-related topics, such as asset allocation, portfolio construction, and investment analytics. Sunil’s focus is on working across asset classes and clearly communicating the firm’s investment approach and strategies to clients.

Previously, Sunil spent 10 years at BlackRock and was head of BlackRock’s client insight unit as well as the US iShares multiasset portfolio and investment consulting team, which worked with RIAs, pensions/foundations, endowments, and insurance companies. Prior to joining BlackRock, he worked in fixed income at Delaware Investments, managing portfolios of insurance assets for multiple clients. Prior to that, Sunil worked at Cambridge Associates, developing customized hedge fund-of-fund programs for a variety of endowments and foundations.

Sunil earned an MBA from UCLA’s Anderson School of Management and a BBA in actuarial science from Georgia State University. He is a CFA^® charterholder and an Associate of the Society of Actuaries (ASA).

Moderated by Mark Willoughby, CFA®, CFP^®, ACA, Wealth Manager, Principal, Modera | Mark specializes in business owners who are accumulating their wealth and growing their businesses. He understands the complex nature and demands of owning a business and partners closely with his clients to ease some of their burdens. By offering personal investment guidance, tax-savings strategies and long-term financial planning solutions tailored to their unique needs, he helps absorb some of their financial concerns so they can focus on their business goals.

Mark has nearly 30 years of global experience in the wealth management business. He held various senior positions at Deloitte & Touche, Morgan Stanley and JPMorgan Chase, prior to joining Modera Wealth Management in 2001. Mark brings tremendous corporate and operational leadership, as well as businessbuilding and M&A experience, for his clients. During his time at Modera, he has served in several executive roles such as Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and a board member. Mark helped lead the vetting and integration of several RIA firm mergers with Modera. He has worked in three countries and has been a speaker on a range of financial planning and investment management topics.

Mark received a B.S. in Business and Accounting from the University of Galway in Ireland and completed a post-graduate degree in Accounting at the University of Dublin. He holds the Chartered Financial Analyst^® and CERTIFIED FINANCIAL PLANNER™ professional designations. Mark is a member of the CFA^® Institute, CFA Society Atlanta; the Association of Chartered Accountants in Ireland; and an associate member of the National Association of Personal Financial Advisors.