Knut A. Rostad, MBA co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education, and advocacy. Prior, he served as the regulatory and compliance officer at Rembert Pendleton Jackson, a registered investment adviser in Falls Church, Virginia.
The Institute for the Fiduciary Standard advances fiduciary principles and practices in investment and financial advice and planning. The Institute has established a national reputation as a leading voice for uncompromised fiduciary duties. The Institute Real Fiduciary™ Practices Board has promulgated practices to guide advisors on fiduciary conduct. These Real Fiduciary Practices serve as the Institute’s North Star. The Institute has also launched Fiduciary September to remind the industry why fiduciary duties matter. The Frankel Fiduciary Prize honors individuals for outstanding contributions to fiduciary principles. Rostad advocates before federal and state regulators. He has authored numerous articles, papers, and regulatory comment letters.
Rostad is the editor of The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First, published by Wiley in December 2013. He is also a contributor to Advisor Perspectives; speaks frequently at industry conferences on fiduciary and compliance issues; and is regularly cited in media national and industry outlets. Rostad was named to Investment Adviser Magazine’s ‘IA 25’ list in 2014, which it calls “our annual list of the most influential people in and around the advisor industry.””
Michael Zeuner is managing partner of WE Family Offices. Previously, Zeuner was, until October 2012, the Senior Executive Partner of GenSpring Family Offices, where he was responsible for the leadership and management of GenSpring’s network of local family offices in the United States and the delivery of the overall client experience. In addition, he was a member of the firm’s Operating Committee. Prior to his role at GenSpring, Zeuner was Managing Director and Global Head of Wealth Solutions at JP Morgan Private Bank
A management consultant by training, Zeuner led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as Vice President in the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase Manhattan merged in January 2002. Zeuner graduated from Brandeis University and earned an M.B.A. from the University of Chicago School of Business. He also studied at The London School of Economics.
Darren Fogarty is an Analytics & Strategy Advisor at Adept Benefits, a healthcare benefits advisory firm. Fogarty has six years of experience researching, writing and editing papers & blogs at the Institute as a researcher. He works on advocacy issues for higher ethical and business standards, fiduciary advice, fee-only advisor compensation in both the Financial Services and Employee Benefits industries, and on health care/insurance economics & policy.
Fogarty is also the Executive Director of the Committee for Fee-Only Benefits Advisors, a group of healthcare industry leaders coming together in a volunteer effort to make transparent, fee-only compensation the benefits industry gold-standard. Its vision is to make the benefits advisor profession renowned for client-first, fiduciary principles.