Deal PR & Marketing Experts
Mark, as a managing director, is responsible for research and content strategy business for InvestmentNews. He provides exclusive and up-to-the-minute news, as well as actionable intelligence that empowers financial advisors to serve their clients and run their businesses more effectively. Prior to this role, he was an associate publisher for InvestmentNews and a director for Crain Communications in digital and data strategy.
Mark received a bachelor’s degree in English from the University of Maryland College Park.
Megan Carpenter is co-founder and CEO of FiComm Partners, LLC, a company widely respected for delivering thoughtful, strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has experienced rapid growth, opening three regional offices across the United States in Los Angeles, New York City, and San Diego. Megan’s strong management and organizational leadership is founded on over 15 years of experience providing exceptional client service. Her unwavering commitment to doing right by clients is one of FiComm’s greatest competitive advantages.
A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Pershing INSITE, Bob Veres’ Insider’s Forum, the ECHELON Partners Deals and Deal Makers Summit, the Riskalyze Fearless Investing Summit, Disrupt|Advice, FPA NorCal, the MarketCounsel Summit, and the CFA Institute.
Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross. When not concentrating on driving FiComm’s strategic vision, evolution and continuous improvement as a business, she enjoys spending time with her husband Scott, her son Keenan and their extended family.
Nexus Strategy, LLC
Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry.
Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.
Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor's degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado.
Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.