Center for Fiduciary Studies

Instructors

Donald B. Trone, AIFA® is the Director and Co-founder of the Center for Fiduciary Studies, and President of the Foundation for Fiduciary Studies. Don is also the CEO of investmgt which develops web-based tools to support the decision-making process of investment fiduciaries. investmgt evolved from the investment consulting firm, Investment Management Council (IMC), which Don founded in 1991. The IMC has provided investment consulting services to fiduciaries and trustees, and from the period 1992-1998 operated as a division of Callan Associates, one of the largest investment consulting firms in the country. Clients of the IMC have included Big 6 CPA firms, banking institutions, and over 120 regional investment advisory firms. [More...]

J. Richard Lynch, AIFA® is an instructor at the Center for Fiduciary Studies, and is the Executive Director of the Foundation for Fiduciary Studies. Rich is also an Executive Vice President of investmgt which develops web-based tools to support the decision-making process of investment fiduciaries. investmgt evolved from the investment consulting firm, Investment Management Council (IMC), which Don Trone founded in 1991. The IMC has provided investment consulting services to fiduciaries and trustees, and from the period 1992-1998 operated as a division of Callan Associates, one of the largest investment consulting firms in the country. Clients of the IMC have included Big 6 CPA firms, banking institutions, and over 120 regional investment advisory firms. [More...]

Blaine F. Aikin, AIF®, CFA®, CFP® is a Managing Partner of Fiduciary360, leading the training and advisory services provided through the three affiliated entities of the organization: The Foundation for Fiduciary Studies, the Center for Fiduciary Studies, and Fiduciary Analytics.He has more than twenty-five years of professional financial management experience in leadership positions within the public, private, and academic sectors.

Mary Kathryn Campion, Ph.D., CFA, AIFA ® – President, Mary Kathryn Campion is President of Champion Capital Research. Dr. Campion has over seventeen years of experience in the investment industry as a consultant, portfolio strategist and financial economist.

Ross Fowler, AIF ®, Ross graduated form Auckland University having studied Urban Valuation. This was followed by completion of post graduate studies at Lincoln College in Rural Valuation and Farm Management.

Mario C. Giganti, CPA, CFP ®;, AIFA ®, Mario Giganti is the Managing Director of Azsure Fiduciary Services, an independent investment fiduciary consulting and registered investment advisory firm in Ohio.

Duane E. Lee, II, CCTS, CTFA, CTA, CTOS, CFS, CRSP, CRP, CRIA, CFKA, CSOP, CRPS, CFI, CFSA, CFIRS, CRPC, CISP, CFSA, NTE, CRA, CRC, Executive Vice President, Cannon Financial Institute, Inc., Athens, Georgia.