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David B. Loeper, CIMA®, CIMC® | Chairman / CEO
Robert P. Wilson, CPA | Chief Financial Officer / Chief Compliance Officer
Karen K. Nelson | Senior Vice President / Chief Products Officer
John ("Jack") J. Cully | Senior Vice President / Investment Manager
William B. Akers | Vice President, Wealthcare Analyst
John C. Corrigan | Wealthcare Analyst
T. Rutherfoord Ferguson | Associate Vice President, Wealthcare Analyst
William J. Malla | Vice President, Controller
Brandy E. Nelson | Vice President, Portfolio Management
Edward ("Gary") Wirwille, CRPC® | Vice President, Retirement Plans
Kenneth R. Wolf, CPA | Wealthcare Analyst
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David B. Loeper, CIMA®, CIMC®
Chairman / CEO
David B. Loeper is a Certified Investment Management AnalystSM, a Certified Investment Management ConsultantSM and the CEO of Financeware, Inc. which does business as Wealthcare Capital Management. An SEC Registered Investment Adviser with nearly 25 years experience, Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV.
Loeper joined Wheat First Securities as vice president of investment consulting in 1988, where he served for 10 years. He was promoted to managing director of investment consulting, and then eventually to managing director of strategic planning for the retail brokerage division. He left his position at Wheat First Securities in 1999 to found Financeware.
Active in industry associations throughout his career, Loeper has been a member of the Investment Management Consultants Association (IMCA) for over 20 years, serving on the advisory council for more than 5 years, most recently as chairman. Loeper was also appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He received his CIMA® designation in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA.
Drawing on years of experience in financial services including serving as a fiduciary for all types of ERISA plans, Loeper has authored numerous whitepapers and books including the top selling book, Stop the 401k Rip-off! as well as The Four Pillars of Retirement Plans, Stop the Retirement Rip-off and Stop the Investing Rip-off.
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Robert P. Wilson, CPA
Chief Financial Officer / Chief Compliance Officer
Mr. Wilson served as Managing Director and Treasurer of First Union Corporation's Retail Securities Group, which is now part of Wells Fargo Advisors, the third largest retail brokerage organization in the United States. His last assignments at First Union included M&A analysis and acquisition due diligence and financial analysis on First Union's e-commerce brokerage strategy.
Mr. Wilson joined First Union following the merger of First Union and Wheat First Butcher Singer, Inc. in 1998. At Wheat First, he was Managing Director and Treasurer with over 17 years of finance, accounting, financial systems, capital utilization and risk management experience in a variety of positions, including serving as Chairman of Wheat First's Capital Markets and Fully Disclosed Clearing Credit Committees. Prior to joining Wheat First, Mr. Wilson worked for three years in public accounting with Ernst & Young. He earned a B.S. degree in Accounting from Virginia Tech and a M.S. in Business with a Finance concentration from Virginia Commonwealth University.
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Karen K. Nelson
Senior Vice President / Chief Products Officer
Ms. Nelson comes to Financeware, Inc. with extensive project management and systems
analysis experience in various vertical markets. She has managed many diverse development projects ranging
from financial application development projects to a major supply chain re-engineering project. Prior to joining
Financeware in 2000, Ms. Nelson served as Manager of Mid-Atlantic Application Development for The Allied
Group. While at The Allied Group, Ms. Nelson managed application development projects for such companies
as: AOL Time Warner, National Geographic, Sun Microsystems, General Motors, Phillip Morris, NEXTEL and
others. Prior to working with The Allied Group, Ms. Nelson was with the Westvaco Corporation managing
numerous system analysis and information system development projects.
Ms. Nelson holds degrees in computer science and business administration.
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John ("Jack") J. Cully
Senior Vice President / Investment Manager
With nearly thirty years of investment industry experience advising high net worth individuals,
families and retirement plans, Mr. Cully delivers objective and continuous life relative financial advice to clients
of The Cully Wealth Management Group. His past experience includes Wachovia Securities as a Senior Vice President-Investment
Officer and Senior Private Investment Management Portfolio Manager. Prior to joining Wachovia Securities in 2002, he was
with Merrill Lynch as Vice President, Private Investment Advisor Portfolio Manager.
The father of three children and a lifelong resident of the Pittsburgh
area, Jack attended Clarion University on a football scholarship and
earned a B.A. in Business Management. In addition to being an
Ironman® Triathlete, he is committed to community service and
supporting positive growth for our youth through his activities with
North Allegheny Tiger Pride Youth Football and the Ingomar Franklin
Park Athletic Association.
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William B. Akers
Vice President, Wealthcare Analyst
Mr. Akers joined Financeware in October 2000 and is a regional manager for the firm's Wealthcare Capital Management business. Mr. Akers' responsibilities include; training and support, financial plan preparation and instructor for the Certified Wealthcare Analyst program. He is a member of IMCA (Investment Management Consultants Association) and the Financial Planning Association. Prior to joining Financeware, Mr. Akers worked in the electronic voting machine and private election services industry.
Mr. Akers earned a degree in Business Finance with a Minor in German from Virginia Commonwealth University and a Post Baccalaureate Certificate in Financial Planning from Boston University. He is currently pursuing the Certified Financial Planner® designation.
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John C. Corrigan
Wealthcare Analyst
Mr. Corrigan served as Managing Director and founder of Customer Analytics Consulting, LLC, and focused on customer-facing behavior analytics to improve the client experience and corporate profitability, specializing in the Financial Services industry. He worked with 17 different companies in four countries. Prior to that, Mr. Corrigan served for nine years at Capital One within their Small Business division where he was in charge of operations and evaluating customer behavior. He was also a Mission Commander, flying the P-3C while serving in the U.S Navy. Mr. Corrigan passed the CFP® exam in November 2004 and has operated his own Financial Planning firm, Personal Financial Experiences, LLC.
Mr. Corrigan completed his MBA at Old Dominion University and graduated from Penn State University with a B.S. in Nuclear Engineering.
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T. Rutherfoord Ferguson
Associate Vice President, Wealthcare Analyst
Rutherfoord Ferguson joins Wealthcare Capital Management from Wachovia Securities where he served as a Vice President of Business Development within FiNet, the firm's independent broker-dealer. In this role, he consulted experienced financial advisors across the country to join Wachovia Securities as independent contractors. Rutherfoord began his career at Branch, Cabell & Co. where he worked in fixed income trading. He then went to Mentor Investment Group where he worked in relationship management before moving to New York to join Thomas Weisel Partners in a sales capacity. In addition to his 10 years of financial services experience, Rutherfoord spent four years managing a service oriented family business.
Rutherfoord holds a B.A. from Hampden-Sydney College.
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William J. Malla
Vice President, Controller
Prior to joining Financeware, Mr. Malla was an Associate Vice President with First
Union Securities. Mr. Malla served in several different capacities at First Union, the last being a
Financial Analyst in the Profit Formula program, a semi-independent representative business, where he
managed the compensation program. Mr. Malla was also involved in financial systems, commission and
compensation systems integration, performance reporting for the managed accounts area, and various other
human resources and benefits areas.
Mr. Malla has a B.S. degree in Finance from Virginia Tech.
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Brandy E. Nelson
Vice President, Portfolio Management
Ms. Nelson joined Financeware in May 2004. She has worked in numerous functions during her tenure including consulting with major institutional clients of the firm on technical aspects of the Wealthcare process, relationship management with corporate retirement plans and ERISA third party administrators, model portfolio design and research for college and university retirement plans, researching and designing trading systems and processes, designing individual Wealthcare plans, as well as accounting, tax analysis and trade approvals. She now leads our portfolio management team for the firm's Wealthcare Capital Management business. In this role, Ms. Nelson's responsibilities include supervision of portfolio management, trading operations, and performance measurement for client accounts and portfolio models.
Ms. Nelson earned a degree in Business Administration from the University of Mary Washington.
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Edward ("Gary") Wirwille, CRPC®
Vice President, Retirement Plans
Mr. Wirwille has more than 20 years of qualified and non-qualified
retirement plan experience, most recently as a Business Development
Director for RSM McGladrey's Retirement Resources covering the Mid-Altantic and Northeast. His depth of experience in the industry
includes plan design, funding, communication, education and
administration. As Vice President of Retirement Plan Consulting
Services of Wachovia Securities, LLC. Mr. Wirwille played a critical
role in the strategic marketing, development and sales of retirement
plan business.
Mr. Wirwille has a bachelor's degree from Virginia Tech and a
Retirement Plans Associate's designation from the Wharton School of
the University of Pennsylvania. He earned the Chartered Retirement
Plan Counselor® designation through the College for Financial
Planning and also earned the Accredited Investment Fiduciary®
designation through the Center for Fiduciary Studies at the University
of Pittsburgh.
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Kenneth R. Wolf, CPA
Wealthcare Analyst
Mr. Wolf served as Managing Director and Treasurer of Wachovia Securities, now Wells Fargo Advisors, the nation's third largest retail brokerage firm with over $15 billion in assets. He was responsible for external bank relationships and funding, short and long term balance sheet management, cash management, net interest income, and financial and regulatory capital management. During his 16-year career with the firm and its predecessors, he also served as Director of Financial Planning and Analysis, with responsibility for profitability analysis of acquisitions and firm initiatives, and as Chairman of the firm's Benefits Committee.
Mr. Wolf is a Certified Public Accountant and a Certified Treasury Professional. He holds a B.S. degree in Finance and an M.B.A. from Virginia Commonwealth University.
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