Fi360 - Fiduciary education, data, solutions for fullfilling fiduciary duty.

Blaine is President and CEO of fi360, which provides training, tools, and resources in support of our mission of promoting a culture of fiduciary responsibility and improving the decision making processes of investment fiduciaries.

Previously the Chief Knowledge Officer and Director of Training for fi360, he is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept that is at the heart of our products and services. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.

Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.

Mary Kathryn is President of Champion Capital Research. Dr. Campion has over seventeen years of experience in the investment industry as a consultant, portfolio strategist and financial economist. She is widely considered an expert in creating and implementing fixed income and equity asset allocation strategies. Her professional experience includes advising foundations, pension funds, and insurance companies regarding fiduciary responsibility, governance, manager selection, and global portfolio construction. Ms. Campion continues to manage a proprietary set of global fund models with specified risk and return characteristics as well as tactical emerging market satellite portfolios. Her firm develops forward-looking first, second and third moments for expected returns and volatilities for use in portfolio optimization analyses. Currently these estimates influence tactical and strategic asset allocation decisions made by Champion on behalf its institutional clientele.

Campion is published in academic and professional journals including Bank Asset/Liability Management, The North America Journal of Economics and Finance and The World Economy: The America’s. She is a Chartered Financial Analyst (CFA), an Accredited Investment Fiduciary Analyst (AIFA®) and maintains Series 7 and 63 NASD security licenses. Mary Kathryn holds a B.A. from Rice University and an M.A. and Ph.D. in Economics from the University of Houston.

As one of the main instructors at Cannon, Larry teaches Investments from a fiduciary approach in the personal trust, wealth management, private banking, and retirement and risk management curriculums.

Prior to joining Cannon, Larry was employed for 14 years by Wells Fargo/First Interstate Bank in Seattle, Washington as Vice President, Trust Officer, and Regional Manager. His responsibilities included sales and implementation of Investment Management, Trustee, Custody and Administrative services for all types and sizes of employee benefit plans, foundations and endowments, and high net wealth individuals. Prior to joining Wells Fargo/First Interstate bank, he spent two years as an assistant Vice President and Manager of IRA/Keogk Department of Citizens Federal Saving in Seattle, Washington, and prior to that, 6 years as an Assistant Professor and Black Hawk College in Illinois.

Divers has published articles in academic and professional magazines such as Trust and Estates and others. He is a certified Wealth Strategist (CWS), and Accredited Investment Fiduciary Analyst (AIFA), Accredited Fiduciary Investment Manager (AFIM), Certified Retirement Services professional (CRSP), Certified IRA Services Professional (CISP), Certified Retirement Counselor (CRC), Certified Retirement Administrator (CRA), and Certified Security Operations Professional (CSOP). Larry holds two B.A. degrees from St Martin’s University and a Masters of Science from Illinois State University.

Ross graduated form Auckland University having studied Urban Valuation. This was followed by completion of post graduate studies at Lincoln College in Rural Valuation and Farm Management.

Following graduation he spent several years in valuation practice, focussing on CBD, industrial and commercial property, before moving into property into property development and investment advisory work with corporate clients.

As founding shareholder of Strategic Asset Management Limited, Ross has assisted professionals, trustees, and investment advisers to keep pace with new standards and gain access to advanced tools. He has also provided practical assistance, thus enabling them to discharge their responsibilities and bring genuine value to their clients and beneficiaries. He has a particular interest in developing educational programmes on these issues and is a regular presenter to professional firms and trustees.

In conjunction with the Center for Fiduciary Studies (Pittsburgh, USA) he is now Managing Director of fi360 (Australasia) Limited, with responsibility for the practical implementation of services in New Zealand and Australia.

Mario Giganti is a Principal at Cornerstone Capital Advisors ("CCA") and a nationally recognized investment expert in teaching, training and working with clients in implementing defined Best Practices into a Prudent Investment Process. He works with individual clients and families in integrating the concepts of the financial planning process into their daily lives, provides investment advisory services to qualified plans and endowments, and is an adjunct faculty member for Fiduciary 360 in Pittsburgh. Over the last 8 years, Mario has trained hundreds of advisors and investment committee members in understanding how to implement a best practice investment process. Recently, Cornerstone Capital Advisors received its CEFEX Certification Registration which signifies that an independent analyst has attested to the fact that CCA’s investment process meets a Fiduciary Standard of Care.

In 17 years of professional experience, Mario has worked for a major accounting firm, 2 national brokerage firms, and for the last 10 years with CCA. Among his professional affiliations and designations is the National Association of Personal Financial Advisors, where Mario and his firm have taken a "fiduciary oath" to do only what is in the best interest of their clients. In doing so, CCA serves clients as a "fee-only" advisor and no longer hold insurance or brokerage licenses to sell products.

He is involved in the professional and non profit communities in various roles. In 2004, he was recognized as Walsh’s "Outstanding Alumnus of the Year" for his personal, professional and community activities. In 2006, he was elected into the Walsh University "Wall of Fame" for his accomplishments on the soccer field. Mario, his wife Kim and sons Michael & Vincent reside in Uniontown, Ohio.

Duane Lee
Executive Vice President, Cannon Financial Institute, Inc., Athens, Georgia.

B.S., Finance, Investments and Banking, University of Illinois; A.S., Real Estate, Triton College; M.B.A., Investment Analysis and Portfolio Management, DePaul University. He has also received his Basic and Standard Certificates in Trust Banking from the American Institute of Banking, and is a graduate of the National Trust School at Northwestern University . Prior to joining Cannon, Duane was employed by M&T Bank in Buffalo, New York as Administrative Vice President. His responsibilities included senior management of Personal Trust, Institutional Custody, Employee Benefits, Corporate Trust, Mutual Fund Administration and Sales, as well as, Operations. Prior to joining M&T Bank, he was employed by the United Bank of Illinois as Senior Vice President and head of the Trust and Investment Division performing Trust services throughout all seven member banks of the Holding Company. Prior to joining United Bank, he was employed by the Office of the Comptroller of the Currency as a National Trust Examiner. Member of the American Management Association, Stock Transfer Association, American Society of Corporate Secretaries, International Association of Financial Planners, the American Association of Individual Investors, The National Association of Investment Clubs, National Speakers Association, and the International Foundation of Employee Benefit Plans. He has written articles appearing in Trust & Estates Magazine, Bank Administration Magazine and Risk Management Magazine. Duane is also a licensed Commercial Pilot and a Flight Instructor.

This eclectic background has helped him serve a diverse range of clients, from banks, broker-dealers, investment advisors and insurance companies, to closely held businesses and individual executives.

Mr. Loveland has a BA in Pre-Law & Philosophy from the University of Minnesota, Duluth, and a Juris Doctor from William Mitchell College of Law. He was admitted to law practice in Minnesota, and is also admitted to Federal District Court and Court of Appeals practice. As part of continuing education, he has studied at Harvard University Law School, receiving a Certificate in Securities Regulation, and was awarded the Accredited Investment Fiduciary Analyst® designation in 2001 from Fiduciary360, in association with the Katz Graduate School, University of Pittsburgh. He is a Certified Investments & Derivatives Auditor. He has also passed the series 3, 4, 5, 7, 8, 15, 24, 27, 53, 63, 65 and 66 securities license exams.

Keith was recently elected to be a Director of the Financial Planning Association for 2011 – 2013. He is also a voting member of the US Technical Advisory Group for ISO 22222 International Standard for Personal Financial Planning.

He is listed in Who's Who in Finance & Industry and Who’s Who in American Law.

Rich is the COO of Fiduciary360, which delivers training, tools and resources for investment fiduciaries. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.

TRAINING FACULTY