space .Industry Expertise

Advisory Council
CEFEX recognizes that the investment industry is in a continuous state of change. In order to maintain a clear view on the forces which impact fiduciaries, and to ensure that the CEFEX registration remains the industry’s most credible certification, an advisory council is in place to represent various disciplines.
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star Brian H. Graff, ESQ., APM, Executive Director and CEO, ASPPA
star C. Frederick Reish, Esq., Partner Reish, Luftman, Reicher & Cohen
star Jon Lukomnik, Founder and Managing Partner, Sinclair Capital
star Ronald E. Hagan, AIFA, President & CEO, Roland|Criss Fiduciary Services

Experts
CEFEX assessment methodologies and certification criteria are the result of extensive practical, academic and professional consultation with industry experts. These experts provide guidance to the independent fiduciary oversight process and how it is positioned to serve the investment industry.

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star Blaine Aikin, CFP, CFA, AIFA, CEO Fiduciary360
star David Vriesenga, Senior Partner, VriesPort Consulting Services
star Don Trone, AIFA, Founder Fiduciary 360, President Foundation for Fiduciary Studies
star Gordon M. Hall B.Sc.(Hons),FSA,FCIA,ICD.D, Managing Director, Gordon Hall & Associates Inc.
star Rich Lynch, AIFA, COO, Fiduciary360
star Susan Mangiero, Ph.D, AVA, CFA, FRM, AIFA, President, Pension Governance LLC.
star Wayne H. Miller, CEO Denali Fiduciary Management

Analysts
The following individuals have established agreements with CEFEX to conduct fiduciary assessments. All CEFEX Analysts are Accredited Investment Fiduciary Analysts (AIFA). Firms interested in certification should contact the Analysts to establish credentials/background and request a quotation. The CEFEX Analyst is not permitted to have worked for, or been associated with, a CEFEX assessed entity, for the previous 2 years, or for 6 months after an assessment.

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  Name Firm Type Location
star Bertram J. Schaeffer Verus Advisors, LLC Analyst Galloway Township, NJ
star Christine L. Denton Roland Criss Fiduciary Services Analyst Arlington, TX