Financial Advisor Summit - CNBC Events

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WEDNESDAY 👉 our very own JimCramer brings MadMoneyOnCNBC to CNBCEvent's CNBCfa Summit, answering questions from some of the firms on our FA100 list and delivering his quick take on hot stocks and sectors to watch in 2022. Register to join us:

Robert is a Managing Director and Head of Independent Wealth Solutions at iCapital. He brings to the role a broad array of alternative investment experience in the areas of sales, sales management, investment products, and general company management. Prior to joining the firm, he held senior positions at Brookfield Asset Management, Hatteras Funds, JPMorgan Asset Management, and Undiscovered Managers.

He helped Steve Brill launch American Lawyer magazine before attending Harvard Law School and earning a law degree. Upon graduating and passing the New York State Bar Examination and being admitted to the N.Y. State Bar, Cramer joined Goldman Sachs in sales and trading. While at Goldman, Cramer wrote for The New Republic about stock market issues.

Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.

An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.

Javers is author of the book “Broker, Trader, Lawyer, Spy: The Secret World of Corporate Espionage,” which revealed a never-before-reported CIA policy allowing active-duty officers to moonlight in the private sector.

 

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