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kasina Announces New Principal

By Steven Miyao

I am happy to announce that Eric Daugherty, our Resident Intellect and Director of Research, will be joining me and Lee Kowarski as a kasina Principal.

Eric has made a decisive impact on the quality of research and thought leadership at kasina over this last year, has been instrumental in growing our overall business, and has essentially operated as a Principal for the last four months. This announcement merely formalizes his position.

As part of the kasina leadership team, Eric will collaborate with the other principals on kasina's short and long term strategy, as well as the continued mission of kasina to innovate distribution in financial services. He will have specific P&L responsibilities, as well as increased community service goals.

Our clients will further benefit from his tremendous 15 years of hands-on experience in business unit leadership in financial advice services, strategic planning, and financial analysis. Previously, he was a Principal at The Vanguard Group, most recently leading their Retail Advice Services Group. Prior to Vanguard, Eric performed economic analyses for Amoco Exploration & Production, and started his career with five years of international tax work with Price Waterhouse.

Eric will continue to help the kasina Youth Foundation. He has a passion for improving financial literacy among students and young adults. He serves as Treasurer and Secretary of the Foundation and is also involved with Cents-Ability, Junior Achievement, and the Financial Planning Association of Philadelphia Pro Bono committee.

I'm very excited that he is now an official member of the kasina leadership team