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Building a Team To Keep the Industry Moving Forward

by Steven

Over the last year, many investment managers have lost almost half of their operating revenues, creating a devastating cost structure. This has forced companies to take a hard look at how to overhaul their current business models. As such, kasina has been looking for someone who can work with us to continue to help our clients through this tough time.

We are very excited to welcome Eric Daugherty, our new Resident Intellect/Research Director, to the kasina team. We spent a long time looking for the right person for this position - someone who can draw on a deep understanding of industry fundamentals in order to imagine new, improved business models and help our clients to weather these rough times. We're confident that we found that in Eric.

Eric has 15 years of experience in business unit leadership, financial advice services, strategic planning, and financial analysis. He was a Principal at The Vanguard Group, where he led the Advice Services Group (an experience that will prove to be invaluable as kasina reexamines how firms sell through financial intermediaries). He also has a background as a strategic planner and as a senior manager of several finance groups.

I've also been impressed by Eric's commitment to his community. He's passionate about financial literacy among students and young adults and he works regularly with Junior Achievement, the Financial Planning Association Pro Bono committee, and with local school districts.

Everyone at kasina is looking forward to getting to know Eric and his family, and is excited about the prospect of working with him to revitalize the industry in a positive and forward looking way.