2025 Elite Private Wealth CIOs Part 2

Michael Dow is the Chief Investment Officer at Beacon Pointe Advisors, where he leads investment strategy and serves as Chairman of the Investment Committee. He brings extensive expertise in fixed income, portfolio management, and global credit markets. Prior to joining Beacon Pointe, Dow held senior roles at UBS Global Asset Management, where he oversaw U.S. core plus bonds, sovereign credit research, and emerging market corporate debt. He previously worked at PIMCO as an investment grade corporate bond portfolio manager and was a senior member of its Consultant Relations Group. He began his career as a fixed-income salesman at Salomon Brothers. Dow has also been actively involved in academia, serving as an adjunct professor at Lake Forest College and as a guest lecturer at Northwestern University, Notre Dame, and the University of Illinois, focusing on fixed income and quantitative finance. He holds a B.S. in Accountancy from the University of Illinois Urbana-Champaign and an MBA in Finance from the University of Chicago Booth School of Business. He is a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and a CPA.

Mike Vogelzang is Chief Investment Officer at CAPTRUST, where he oversees the firm's investment strategy, portfolio management, and research efforts. With over three decades of experience in asset management, he leads the Investment Group, which supports CAPTRUST's wealth and institutional clients through investment research, security selection, and market insights. Before joining CAPTRUST, Vogelzang served as President and CIO of Boston Advisors, guiding the firm's investment philosophy and client strategies. His career also includes senior investment roles at Freedom Capital Management and Shawmut Investment Management, as well as early experience at The Boston Company. A respected thought leader in the industry, Vogelzang is frequently invited to speak at investment conferences and has contributed insights to financial publications and portfolio management journals. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Society of Boston. Beyond his professional commitments, he chairs the Investment Committee at the Barnabas Foundation and serves on the Investment Committee at Calvin University.

Peter Phillips is Senior Vice President and Chief Investment Officer at Washington Trust Wealth Management, where he leads the firm's investment strategy, research, and portfolio management efforts. He is responsible for setting investment policy, overseeing research initiatives, and guiding internal investment committees. Phillips also plays a public-facing role, delivering webinars, presentations, and insights to accountants, attorneys, and other industry professionals. He is a voting member of the Investment Committee at Washington Trust Advisors, contributing to portfolio construction and asset allocation strategies. He also works closely with clients, advisors, and stakeholders to develop and refine investment strategies that align with Washington Trust's long-term objectives. Before joining Washington Trust, Phillips spent 10 years as an investment officer at Amica Mutual Insurance Company, focusing on asset allocation and portfolio construction. He holds a master's degree from Bentley College and a bachelor's degree from Syracuse University.

Ramesh Poola is the Co-Chief Investment Officer for Creative Planning. Creative Planning provides wealth and investment management services for individuals, institutions, corporations, and nonprofit organizations. Poola has two decades of industry experience managing investments for individual clients, high-net-worth individuals, family offices, institutional clients, and retirement plans. Ramesh received his MBA with Honors from the University of Chicago, Booth School of Business. He also holds a Ph.D. in Mechanical Engineering from the Indian Institute of Technology, Madras, India. Ramesh is a CFA Charter holder.

Marc Zabicki is Chief Investment Officer and Director of Research at LPL Financial, where he leads the firm's investment strategy, asset allocation decisions, and market research initiatives. With three decades in global financial markets, Zabicki brings a comprehensive approach to investment strategy, integrating market analysis, portfolio construction, and risk assessment. In his role, Zabicki chairs the Strategic & Tactical Asset Allocation Committee (STAAC), directing a team responsible for market insights and manager research. Before joining LPL Financial, Zabicki was Chief Investment Officer at Bower Hill Capital, overseeing market strategy and investment research. Previously, he served as senior market strategist at Ameriprise Financial, where he established and led the firm's global asset allocation committee. His career also includes roles at H&R Block Financial Advisors/Ameriprise and Salomon Brothers/Citigroup, where he focused on investment research and strategic market analysis. Zabicki holds a B.S. in Economics from Florida State University and is a Chartered Financial Analyst (CFA®).

Timothy D. Calkins, CFA, is the Co-Chief Investment Officer at Nottingham Advisors, where he plays a key role in shaping the firm's investment strategy. A member of the Nottingham Investment Policy Committee, Calkins has over two decades of experience in corporate and municipal credit research, trading, and economic forecasting. He distills the fixed income opportunity set into custom built bond portfolios to satisfy varying mandates, including insurance company investment portfolios, pension glidepath/LDI/cashflow matching, UHNW tax-free/advantaged strategies, global income targeting, and more. Calkins also leads the firm's alternative investment research and custom allocations, with a focus on private credit and liquid or semi-liquid private market exposures. This expertise has been put to good use when working with the private pensions Calkins advises, many of which have historically had little to no alternative investment exposure. He has had success increasing their willingness to take on some level of illiquidity in exchange for the opportunity to harvest an illiquidity premium over time, and access a potential valuation arbitrage that exists between the public and private markets. Calkins is deeply engaged with the investment community, maintaining strong ties to the start-up ecosystem through his active participation with the Buffalo Angels group. He currently serves on the Membership Committee for the Sustainable Business Roundtable of WNY. He helped found the CFA Research Challenge of WNY - participating annually as an organizer, grader, judge, and in the past has served as Membership Director for both the CFA Society of Buffalo and the CFA Society of Rochester, and as a committee member of the John F. Wegman Fund, and other community organizations. He holds a BS in Finance from Canisius University and earned the Chartered Financial Analyst (CFA) designation in 2009. As a student mentor for the Golden Griffin Fund at Canisius University, he remains committed to supporting the next generation of financial professionals. Calkins also serves on the Wehle School of Business, Dean's Business Advisory Council, and is busy organizing the first annual investment conference to be hosted at Canisius University - highlighting their top ranked Finance program.

Peter Boockvar is the Chief Investment Officer at Bleakley Financial Group, an RIA overseeing more than $10 billion in assets. Since joining Bleakley in 2018, he has led the firm's investment strategy, shaping its global market outlook and overseeing portfolio management. With 30 years of experience in macroeconomic analysis and investment strategy, Boockvar has held key roles across the financial industry. Prior to Bleakley, he was Managing Director and Chief Market Analyst at The Lindsey Group, a research firm founded by former Federal Reserve Governor Larry Lindsey. He also served as a macro analyst and portfolio manager at Omega Advisors and was a partner at Miller Tabak + Co., specializing in equity strategy and portfolio management. Boockvar manages the Bleakley Global Macro Asset Strategy and Target Income Strategy, overseeing more than $300 million in client assets. He is the founder and editor of The Boock Report, a widely followed economic and market newsletter. A frequent guest on CNBC, he regularly provides insights on global economic trends and is widely quoted in major financial publications, including The Wall Street Journal and Barron's. He has also been a featured speaker at industry conferences and a guest on numerous financial podcasts, including Real Vision, Behind the Markets, and On the Tape. Boockvar graduated magna cum laude with a BBA in Finance from The George Washington University.

Kurt Nye is the Chief Investment Officer and Managing Partner at MAI Capital Management. With over a decade of investment experience, he has played a pivotal role in shaping the firm's investment strategy and expanding its capabilities. Since joining MAI as an intern more than 11 years ago, he has steadily risen through the ranks, becoming CIO in September 2024. Nye was instrumental in launching MAI's alternative investments department alongside the firm's Managing Partner, developing strategies to enhance portfolio diversification. Before joining MAI, he was an Investment Analyst at The Townsend Group, where he provided portfolio modeling, investment due diligence, and analytical support to institutional clients. He also served as a Senior Financial Analyst at Capital One, focusing on financial forecasting and analysis. A thought leader in the investment space, Nye was recently featured in Barron's discussing regulatory developments in the cryptocurrency industry. He emphasized that increased regulatory clarity and oversight would ultimately benefit fiduciary advisors considering crypto allocations, given the challenges posed by exchange failures, hedge fund collapses, and fraudulent digital assets. Nye continues to shape MAI's investment philosophy, leveraging his expertise in portfolio construction, alternative investments, and risk management to drive long-term value for clients.

Lindsey Woodward is the Co-Chief Investment Officer at Abacus Wealth Partners. She joined the firm in 2017 and became a member of Abacus's Investment Committee in December of that year. Since then, she has played a key role in shaping the firm's investment philosophy. Before Abacus, she worked at Thornburg Investment Management as an associate in Client Portfolio Management and later at Dimensional Fund Advisors, focusing on strategic relationships. In a recent market review, Woodward analyzed 2024's investment landscape, highlighting the resilience of U.S. large-cap stocks despite economic uncertainties. She noted that while the Federal Reserve's interest rate cuts helped stabilize markets, investor sentiment remained volatile, largely influenced by inflation concerns, geopolitical risks, and the dominance of a few major tech stocks. Her insights underscored the importance of long-term discipline, diversification, and resisting market-timing strategies in navigating unpredictable conditions. Beyond her professional work, Woodward is a proud member of the Los Angeles Acumen Impact Circle, supporting Acumen's mission to invest in entrepreneurs creating innovative solutions to disrupt poverty. Woodward holds a BA in Economics from the University of Arizona and an MBA from the UNM Anderson School of Management.

Wayne Yi is Chief Investment Officer at Simon Quick, where he leads the firm's investment strategy, market outlook, and portfolio allocation decisions. He works closely with the investment team to evaluate opportunities across public and private markets, overseeing due diligence on managers and asset classes, including equities, fixed income, hedge funds, and private equity. In addition to his CIO role, Wayne is a member of the firm's Investment Committee and Executive Committee, as well as the Diversity, Equity, and Inclusion (DEI) Committee, where he helps drive initiatives to foster a more inclusive workplace. Wayne brings extensive experience in investment research and portfolio management, having held leadership roles at firms across global financial markets. Before joining Simon Quick, he was a Co-Portfolio Manager at SAIL Advisors, focusing on hedge fund strategies, and previously served as Sector Head for Credit and Event-Driven strategies at Robeco-Sage. A CFA charterholder, Wayne earned his B.A. in Economics and International Relations from the University of Pennsylvania.