Rob Gordon, CFP, AIFA, has worked in personal financial planning and investment management for 10 years providing financial planning and investment management for a wide variety of clients and institutions. He also spent four years as a commodities trader with British Petroleum. Additionally, his professional experience includes work in economic development with the U.S. Peace Corps in Central America. He has a Bachelor of Arts degree in economics from Dartmouth College and an MBA from the Darden School at the University of Virginia. He is a Certified Financial Planning practitioner (CFP) and an Accredited Investment Fiduciary Analyst (AIFA). Gordon is ranked as a Five Star Advisor by the Paladin Registry. He is also a member of the advisory board for Teach for America Miami Dade, member of the advisory board of the Dade County Bar Association's Citizen's Advisory Council and the scholarship committee chairman for the 100 Black Men of South Florida, Inc. Gordon dedicates time and effort to promoting causes that advance classical education (the trivium and the quadrivium) for America's Youth. You can contact him through this page or locate him at www.investorsolutions.com.
Jason Whitby, CFP, CFA, MBA, AIF, has been working in the financial services industry since 2001, providing financial planning and investment management for high-net-worth clients and institutions. His prior experience encompasses security research, portfolio construction and risk management. Prior to his financial services career, Whitby was employed in the semiconductor industry working in engineering, sales and finance. He has a Bachelor of Science degree in chemical engineering from Purdue University and an MBA from Santa Clara University with a concentration in finance. Additionally, he is a Certified Financial Planning practitioner as well as a Chartered Financial Analyst and an Accredited Investment Fiduciary. Whitby is an active volunteer and speaker for the community outreach program sponsored by the Financial Planning Association of Miami-Dade, a former University of Miami adjunct faculty member, a past board member for the Financial Planning Association, and is a member of the CFA Institute. You can contact Jason Whitby through this page or locate him at www.investorsolutions.com.