Dan is a Senior Investment Analyst for MainStreet Advisors. In this role, he works closely with the firm’s Chief Investment Officer and leads integral components of our asset allocation, security selection, data aggregation and investment publication processes. He also provides analytical and research support to the firm’s Portfolio Managers. Prior to joining MainStreet Advisors, Dan Read More
Chuck is a Senior Portfolio Manager for MainStreet Advisors. In this role, he is responsible for managing client relationships, which includes portfolio management and analysis. He is a member of the Investment Committee which establishes investment strategy and policy. Prior to joining MainStreet Advisors, Chuck was a Senior Vice President and Portfolio Manager with FCI, Read More
Anne is a Senior Portfolio Manager for MainStreet Advisors. In this role, she is responsible for managing client relationships, which includes portfolio management and analysis. She is a member of the investment committee and manages the firm’s Socially Responsible Investing portfolio. Additionally, Anne is frequently invited to share her investment knowledge as a speaker at Read More
Matt is BCA Research’s Chief Strategist, Geopolitical Strategy and U.S. Political Strategy. He oversees the firm’s coverage of market-relevant policy developments across the world. Prior to joining BCA in 2015, Matt worked as a Senior Analyst at Strategic Forecasting, Inc (Stratfor) and in various academic and publishing roles. Matt holds an MPhil from the University Read More
Alex joined MainStreet Advisors in 2009 and is President of the firm. With nearly 30 years of experience, Alex has a deep understanding of investment management and the unique needs of MainStreet’s clients. Alex oversees all aspects of the firm, working closely with each member of the firm’s leadership team to ensure that the organization’s Read More
Tom is the Chief Investment Officer for MainStreet Advisors. In this role, he manages MainStreet’s team of Investment Analysts and is responsible for directing and coordinating the firm’s strategic asset allocation, portfolio construction and security selection processes. He oversees MainStreet’s third-party manager due diligence, evaluation, and monitoring efforts. Tom also directs content creation for all Read More
Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.
Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.
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The current list of speaking topics includes:
-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom
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