Meet The Speakers
Raymond James
Tim Killgoar
SVP, Private Client Group
Tim Killgoar currently serves as Division Director for the Southeast Division at Raymond James & Associates, leading a team of 1,400 financial advisors across 8 states. Immediately prior to his current role, Tim led the RJA business in its home state of Florida as Regional Director. Tim previously worked in the firm’s independent broker-dealer leading the Financial Institutions Division and supporting over 900 advisors working with the most sophisticated bank and credit union investment programs across the country. Tim earned his MBA from the University of Texas and a bachelor’s degree in economics from Princeton University where he also captained the Tigers baseball team.
Raymond James
Hunter Meisenheimer, CFA®
Managing Director, Fixed Income Research
Hunter Meisenheimer is a Managing Director and Senior Mortgage Analyst within Fixed Income Research and leads the Rates & Products Group. He works closely with institutional clients to identify and understand value across fixed income markets, with a particular focus on Agency MBS. Prior to his current role, Hunter was a member of the Total Return and Insurance Strategies Group, where he worked on multi-sector portfolio construction and risk management. Hunter is a graduate of the University of Mississippi with a Master of Business Administration. Hunter also holds the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Principal
Michael Burke
Managing Director
Mike Burke is a business developer who is a Managing Director at Principal Global Investors (PGI) that focus on International Private Wealth. A veteran of building top business for Principal both domestically and Internationally including in Nashville, Miami, NYC, Houston, and Latin America. Mike has concentrated on providing clients institutional solutions from industry leading investment teams that specialize in unique sectors of the capital markets. Before leading growth in many of Principal’s top markets, Mike worked in Private Equity focusing on Real Estate Debt. In addition to his responsibilities at Principal, Mike is an avid wake surfer that competes in the amateur division on the tour. Mike is based in Delray Beach, FL with his two kids and wife who is an OBGYN in the community.
Dolan McEniry
Daniel Dolan, Jr.
Managing Director
Daniel founded Dolan McEniry in 1997 following a 16 year career in the financial services industry. Daniel previously worked with Morgan Stanley and Salomon Brothers after receiving a B.A. from Lake Forest College in 1980. At Dolan McEniry, Daniel directs the investment strategy, risk management and strategic activities of the firm with Roger McEniry. Also, Daniel is responsible for client relations, new business development, and the overall administrative management of the firm. Daniel serves as Vice Chair of the Board of Directors for the Shirley Ryan AbilityLab and Chairman of the Keystone Board for the Shirley Ryan AbilityLab.
First Eagle Investments
Robert Bruno
Vice Chairman, US Wealth Solutions
Robert Bruno is the Vice Chairman of US Wealth Solutions, and, Executive Managing Director with over 35 years of asset management experience. He has worked for First Eagle Investments and its predecessor, Arnhold and S. Bleichroeder for 29 years. All of that time being responsible for the distribution effort. His prior experience includes: President and Chief Operating Officer with Coelho Associates, LLC (1996-1997), Chief Administrative Officer of Wertheim Schroder Investment Services (1991-1996), Prudential Asset Management (1989-1991), the US. Securities and Exchange Commission (1987-1989) and Goldman Sachs & Company (1985-1987). Robert received an MBA and a BS degree from Fordham University.
American Century
Jeremy Deering, CFA®
Director, Portfolio Construction & Analytics
Jeremy Deering, CFA, is director of Portfolio Analysis for American Century Investments, an independent, privately controlled, pure-play asset management firm founded in 1958. Jeremy co-founded American Century Investments’ portfolio construction team and helped design the firm’s in-house portfolio construction tools. He is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. Jeremy earned a bachelor’s degree in microbiology from the University of Kansas and an MBA with a concentration in finance from Baker University. He is a CFA Charterholder and holds both his series 7 and 63 licenses.
American Century
Wendy Goodyear, CETF ®
Vice President, Regional Wealth Management Consultant
Wendy is a vice president and regional wealth management consultant at American Century Investments. She is part of their sales consulting team where she is dedicated to growing and deepening her partnership with financial advisors in South Florida and Puerto Rico. Wendy has been in the financial services industry for more than 35 years. Before joining American Century Investments in 2008, she held various roles in sales, product management and marketing at Citibank, John W. Henry & Company, and Calamos Investments. Wendy is a graduate of The University of Virginia where she was an All-American swimmer. She also has an MBA from New York University and recently earned her CETF designation.
First Trust
Justin Appel
VP- ETF, SMA, Direct Indexing and Private Markets
Justin Appel is an Investment professional with 10+ years of experience partnering with financial advisors, RIAs, and institutional clients across the U.S. and offshore markets. Currently serving as Vice President at First Trust, covering South Florida and Puerto Rico. Previously held leadership roles at DWS Group and Natixis Investment Managers. Passionate about helping advisors navigate markets, construct portfolios, and implement investment solutions across ETFs, alternatives, UITs, and customized strategies. Graduate of the University of Central Florida with a degree in Finance.
Victory Capital
Jason Muntner, CIMA®
Regional Sales Director, Southeast Florida
Jason Muntner is a Regional Sales Director at Victory Capital, where he has partnered with financial professionals throughout Southeast Florida since 2009. He works closely with advisors to deliver investment insights, portfolio solutions, and practice management strategies that help them better serve their clients. Prior to joining Victory Capital, Jason spent eight years at AllianceBernstein as a Regional Manager, covering the New York and Chicago markets. Jason holds the Certified Investment Management Analyst® (CIMA®) designation and earned a Bachelor of Science in Finance from the University of Maryland, College Park. Outside of work, Jason is passionate about health, fitness, and overall wellness. He lives in Miami, Florida, with his wife, Karla, their daughter, Manuela, and their French Bulldog, Mookie.
Blackstone
Andrew Park
Principal, BXCI Group
Andrew Park is a Managing Director in Blackstone Credit and Insurance (BXCI) based in New York. Mr. Park focuses on the direct lending business. Mr. Park has over 12 years of experience in private credit. Before joining Blackstone in 2022, Mr. Park was a Senior Vice President at First Eagle Alternative Credit where he was head of U.S. retail business development. Prior to First Eagle Alternative Credit, Mr. Park was a Vice President at THL Credit, the private credit business of Thomas H. Lee Partners, where he was the head of subadvisory sales. Mr. Park graduated with a BA in Political Science from Syracuse University.
Blackstone
Will Bedor, CFA®
Principal, BXPE Group
Will Bedor is a Principal in the Blackstone Private Equity Strategies (“BXPE”) group. Prior to joining Blackstone, Mr. Bedor was a Senior Vice President at PIMCO, where he covered broader private market strategies and helped lead alternatives distribution strategy for private wealth. Prior to joining PIMCO, Mr. Bedor was at W.P. Carey, working as a product specialist covering Real Estate, Private Equity, and Private Credit strategies, focusing on private wealth. Mr. Bedor received a B.A. in Economics from Brandeis University and is a CFA charterholder.
AQR
Jake Harley
Executive Director, US Wealth
Jake Harley is an Executive Director on the US Wealth Team. In this role, he is Co-Head of the Broker-Dealer East Division, responsible for helping financial advisors incorporate AQR’s research, asset allocation, and alternative investment ideas. Prior to AQR, Jake was a Director at BlackRock. Jake earned his B.S. in Finance from Pennsylvania State University and is a CFA charterholder.
Sprott
Ed Coyne
Senior Managing Partner, Global Sales
Ed Coyne joined Sprott in January 2016 and has more than 25 years of investment management and sales experience. Mr. Coyne is the Host of Sprott Radio, a lively podcast series that provides in-depth intelligence on precious metals and energy transition investments, featuring subject matter experts. Before joining Sprott, he was a Principal and Investment Specialist for 18 years at Royce & Associates, a small-cap value manager located in New York City and the investment adviser to The Royce Funds. Mr. Coyne earned his Bachelor of Science in Architectural Studies from the University of Missouri. He also holds a Series 7 license, administered by Financial Industry Regulatory Authority (FINRA).
Raymond James
Danielle Tarasen
SVP, Head of International/Cross Border Strategy
Danielle Tarasen leads Raymond James Financial’s International & Cross-Border Strategy function, overseeing the firm’s global regulatory posture and international risk framework. In this role, she drives enterprise-wide strategy for activities that touch non U.S. jurisdictions, ensuring the firm can serve clients across borders while navigating an increasingly complex global regulatory landscape. Before joining Raymond James, Danielle held several leadership and advisory positions at UBS Group AG. She served as Head of Legal & Compliance for the International and Puerto Rico businesses, where she provided strategic counsel on multinational regulatory regimes and international business execution.
Raymond James
Luis Osorio, CAMS
VP, RJA AML Officer
Luis joined Raymond James in June of 2015 as part of the Firm’s AML program enhancement initiative. He is responsible for ensuring Raymond James & Associates (RJA) has an effective AML/FCM program that is in compliance with the USA PATRIOT ACT and all related applicable rules and regulations. Luis also serves as the AML & Sanctions Officer for Raymond James Mortgage Company (RJMC), and the Fraud & Sanctions Officer for RJCS Raymond James Capital Services (RJCS).
FIBA
David Schwartz
President & CEO
David Schwartz is President and CEO of the Financial & International Business Association (FIBA), the leading voice for international banking in the U.S., Latin America, and the Caribbean. Prior to joining FIBA, David held executive positions at various financial institutions in the U.S., Europe and Latin America in the areas of Risk Management and Compliance, Wealth Management, Correspondent Banking, Credit and Treasury. David received his Juris Doctorate from New York Law School and also has a Bachelor of Arts degree from Florida State University in Tallahassee, Florida. He has completed foreign studies and training in Hong Kong and Paris, France and is fluent in Spanish, Portuguese, French and Italian.