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The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.

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Building a fiduciary culture of honesty, integrity, and expertise.

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You are here: Home / About / Board of Directors

Board of Directors

Knut A. Rostad
Knut A. Rostad
President
Institute for the Fiduciary Standard

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.””


Jim Patrick
Managing Director
Envestnet

Jim Patrick is a Managing Director of Envestnet. He is responsible for strategic development of Envestnet’s advisor directed solutions. Prior to joining Envestnet, Patrick spent a short time as a Consultant to financial services firms, after 12 years in various roles with Allianz Global Investors, including sales and sales leadership, product development, and national accounts across a variety of channels.

His final role was Managing Director, Co-head of US Retail Distribution for Allianz Global Investors. Patrick holds NASD series 7, 66, 24, 26 and obtained the CIMA designation in 1998. He has served on the board and executive committee of the Money Management Institute (MMI). Patrick holds a BS in Business Administration from UNH, having graduated in 1991.


Michael Zeuner
Michael Zeuner
Managing Director
WE Family Offices



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.

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners

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