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As Managing Director at Falcon Wealth Planning, Nicky Amore has embraced the responsibility of safeguarding clients' interests with dedication and resilience. Her role encompasses ensuring that clients receive exceptional service while upholding fiduciary duties. Despite the recent loss of her business partner, she collaborates with the team to maintain continuity of care, reinforcing the firm's culture of teamwork.
Nicky's accomplishments include developing an Advisor Training Playbook and driving significant growth in AUM, demonstrating her vision, creativity and high performance in wealth management. She also teaches CFP courses to help the next generation of financial planners maintain their passion and enthusiasm for helping people. Nicky also volunteers with 3rd Decade, committed to empowering 18-35 year olds with financial literacy and serves as a junior board member with Savvy Ladies.
As a private wealth advisor, Lucas Belanger helps high-net-worth individuals and families navigate the challenges of wealth and financial planning. He customizes his services to meet clients’ unique goals while also seeking to provide exceptional personal service. Lucas enjoys seeing the positive impact that sound financial advice can have on their lives and is committed to helping his clients attain their financial goals. Lucas received his bachelor’s degree in Finance and Financial Management Services from the Kogod School of Business at American University.
Lucas started with Verdence as an intern in 2015 and showed incredible promise from day one. He worked his way up as an analyst, then trader, and in 2023, earned his CFP designation and is now a member of the largest advisory team within Verdence. Lucas specializes in UHNW individuals and families, many of whom are family office.
As Chief Experience Officer and Managing Partner of NewEdge Advisors, Jeff Cutler oversees the Advisor Solutions division, where he is directly responsible for advisor advocacy, technology, marketing and community-building events. Jeff also helps guide the firm’s strategy for corporate development, advisor experience and digital transformation as a member of the firm’s executive leadership team. Jeff's philosophy is that no advisor should be on an island by themself, and he and his team provide an environment that supports knowledge sharing, spending time with peers at events (from discussion-focused regional events to broader community-driven national conferences), and advisor support through the Advisor Advocate program.
As chief experience officer, Jeff has demonstrated vision and leadership in creating meaningful opportunities for advisors across the NewEdge network to build camaraderie, participate in shared learning experiences, and provide feedback and insight that directly and positively impacts their peers. From national conferences with an emphasis on strengthening community to regional events and practice management webinars where advisors and partners share tips and tools for scaling the business and improving the client experience, to surveys and studies that give advisors visibility on areas for growth or improvement, Jeff relentlessly pursues information, tools, and experiences that help NewEdge advisors mature their practices.
Andrew Davis joined Bryn Mawr Capital Management in May 2019. He is Head of Macroeconomic Research for the Investment Research Team and also serves on Bryn Mawr Capital Management's Investment Committee. Andrew is responsible for the firm's macroeconomic views, identifying tactical trades, and asset-class research. He also records a weekly video providing an overview of the macroeconomy.
In the last 18 months, Andrew has made significant contributions to the firm and the wealth management industry, exemplifying vision, creativity, integrity and leadership. After the CIO's departure, he assumed key responsibilities to ensure client continuity and trust. He has enhanced the company's client engagement by initiating a weekly video series, reaching a broad audience and establishing our presence as thought leaders. Andrew's strategic input was crucial in formalizing the firm's tactical asset allocation framework, directly impacting portfolio performance and client satisfaction. Furthermore, his development and implementation of a proprietary factor have become the cornerstone of Bryn Mawr's investment approach, driving business growth and innovation.
Joseph Raieta joined Snowden Lane Partners in 2015 as Head of Investment Solutions. He is responsible for the firm’s entire investment solutions platform, inclusive of investment products and securities platform, trading, alternative investments and research. Joseph has built all aspects of the investment solutions platform, befitting a fast-growing hybrid RIA capable of responsiveness to the complex needs of sophisticated financial advisors and their practices. Additionally, this past year, Joseph was appointed as Snowden Lane’s Executive Vice President, becoming a member of the newly expanded Snowden Lane Executive Committee.
Joseph has consistently outperformed lofty expectations in the execution of his total responsibility for the Snowden Lane Investment Solutions Platform. In the last 18 months, Snowden Lane has recruited over $3 billion in client assets from eight firms. In that time Joseph has built and scaled firm portfolio solutions, built infrastructure for an OCIO platform, created a customized dealer network and executions desk, organized an efficient RFP process, and enhanced the alternative investments platform with new direct offerings.
