Morgen Beck Rochard, CFA, CFP® serves as the Managing Member for Origin Wealth Advisers. Morgen has extensive experience in capital markets, trading, and risk management. Prior to founding Origin, Morgen managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Morgen previously traded for Trinity Derivatives Group as an equity options market maker. She focused on arbitrage and trading volatility in a market neutral portfolio. Throughout her career, Morgen has emphasized disciplined risk management.
Morgen holds the Chartered Financial Analyst® designation and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. She earned a Bachelor of Science Degree in Health Science from Boston University. Active in the New York community, Morgen is a member of the NY Society of Security Analysts where she serves on the Private Wealth, Global Investment and Alternative Investment Committees. She is also a member of CFA Institute. In her free time, Morgen spends time with her husband in Brooklyn. She enjoys martial arts, plays the piano and loves to cook.
New York, NY
FCE Group, Inc.
Carl Friedrich joined FCE Group in 2014, and serves as Managing Director. He has an extensive background in portfolio management and client advisory services, having previously served as Chief Investment Officer of Piermont Group. Carl helped launch the Equities Relative Value Team at Goldman Sachs, where he advised and traded for hedge fund clients from 2001 to 2009. Earlier in his career, Carl also worked as a derivatives trader and investment banking analyst.
Carl oversees portfolio management, which includes screening, recommending and monitoring investments including equities, fixed income and alternative investments. He also researches, designs and implements derivative hedges to minimize portfolio volatility. He manages ongoing due diligence for model portfolios, performs risk analytics including beta decomposition, risk attribution and Monte Carlo analysis, and develops portfolio analysis tools including “correlation-spike” sensitivity analyses.
Carl holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania. Carl is a CFA® charterholder, Financial Risk Manager (FRM), Enrolled Agent (EA), and Certified Financial PlannerTMProfessional (CFP®).
New York, NY
Sterling Financial Planning
Cindy Sterling founded Sterling Financial Planning with a vision in mind: to provide clients with unbiased, objective, Fee- Only Financial Planning Advice. Since starting the firm in 2004, Cindy has helped hundreds of clients explore their dreams, evaluate their goals, and then develop understandable plans to achieve them. According to Cindy,
A graduate of the University of Pennsylvania in economics (B.A.) and psychological services (M.S.Ed), Cindy secured her Chartered Financial Consultant (ChFC) certification in 1997. Cindy is also one of a very small number of advisors who earned the Registered Life Planner (RLP) certification from the Kinder Institute.
Prior to starting Sterling Financial Planning, Cindy served as the director of gift planning at Vassar College for nine years. As a published authority on women’s philanthropy and non-traditional financial, estate, and gift planning, Cindy is also a frequent and award winning speaker at financial, educational, and gift planning conferences around the country. She still consults on charitable gift planning with Washburn & McGoldrick, LLC., a comprehensive development consulting firm.
Cindy splits her time between New York City and Portland, Maine. She is also an avid fitness enthusiast and distance runner.
New York, NY
Zoe Financial Inc
Andres Garcia is the founder and CEO of Zoe Financial (Zoefin.com,) the company set to reinvent personal finance. You can follow him @andrgarc on Twitter.
Prior to Zoe, Andres was an Executive Director at JP Morgan Asset Management (JPAM) which oversees $1.3 trillion in assets under management. At JPAM, he was an industry thought leader under his roles as a global macro strategist and quantamental research analyst. Andres is consistently ranked as a top speaker at major industry conferences. He is a regular guest at CNBC, Bloomberg, PBS' Nightly Business Report, and is often quoted in the financial press. In 2013, Andres was recognized in Toigo's 40 Under 40 as a rising star in finance. As an Emerging markets quantamental macro research analyst at JPAM, Andres created innovative tools to measure country economic risk as well as long term economic forecast which where incorporated into the team's investment process.
Prior to JPAM, Andres worked in Morgan Stanley's Institutional Equity division where he developed investment ideas and conveyed equity market insights to institutional clients. As a credit to his excellent performance, Andres was awarded the Morgan Stanley MBA Fellowship.
Andres obtained an MBA from the Wharton School of the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic and professional achievement and the Robert A. Toigo Foundation Fellowship. He obtained a BS in Finance from Villanova University where he received the Goizueta Foundation Scholars Fund Merit Scholarship.
Andres is a Toigo Fellow and a Management Leaders for Tomorrow (MLT) Fellow.