Guest of The Lange Money Hour: Where Smart Money Talks
|The Lange Money Hour Guests
Guest: Charley Ellis, PhD, CFA
Charles Ellis was the founder of Greenwich Associates, the international strategy consulting firm. He was the Chairman of the CFA Institute, where he was one of 11 people honored for lifetime contributions to the investment profession. His academic activities include appointments at Harvard Business School and the Yale School of Management to teach the advanced course on investment management, and 20 years on the faculty of the Investment Workshop at Princeton. Charley previously served as a trustee of Yale University, where he chaired the investment committee, as an Overseer of the Stern School of Business at NYU, as a Board Member of the Associates of HBS, and as a director of the Vanguard group. He is the author of 16 books, including Winning the Loser’s Game and with Burton Malkiel, The Elements of Investing. Charley is a graduate of Yale College and earned his MBA from Harvard Business School and his PhD from NYU.
The Lange Money Hour episodes with this guest:
James Lange, CPA
Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.