Advisory Board

The board of experts overseeing the GuidedChoice advisory software and investment solutions is led by Harry M. Markowitz, Ph.D., Nobel laureate for Modern Portfolio Theory. Dr. Markowitz is actively involved in the day-to-day development and refinement of our solutions. Our CEO Sherrie Grabot is an active member of the federal ERISA Council. Other members of the advisory team include:

• C. Todd Conover, Managing Director, Starmot Asset Management, former U.S. Comptroller of the Currency, author of "The Art of Astute Investing"
  
  
• Jim McIlveny, Executive Vice President, Marsh-McLennen
  
  
• Thomas McKissick, Managing Director, Trust Company of the West
  
  
• Mark Miller, President of Watermark Asset Management