CONTRIBUTORS
Gabriella A. Martinez
Editor
Gabriella is a marketing professional with over seven
years of experience. She currently holds a Bachelor of
Science in Multidisciplinary Studies with concentrations
in Marketing, Printing & Publishing, Photographic Arts
& Sciences and Psychology from Rochester Institute of
Technology. She has been a featured writer and editor
in several publications including Rochester Woman
Magazine and Pup Culture.
Gabriel Potter, AIF ®
Contributing Writer
Gabriel is a Senior Investment Research Associate of
Westminster Consulting where he designs strategic asset
allocations and conducts proprietary market research.
He earned a B.A. in Economics and a Certificate of
Business Management from the University of Rochester
and an M.B.A. with concentrations in Corporate Finance
and Computers & Information Systems from the
University of Rochester’s William E. Simon School
of Business. He also holds an Accredited Investment
Fiduciary Analyst (AIF®) designation and has been
quoted in Human Resources Executive Magazine
and his articles have been published through fi360
and AdvisorOne.
Lawrence R. Peters, CPA, EA
Contributing Writer
Lawrence Peters is a seasoned Human Resources
Professional with extensive experience developing
and executing Human Resources and Benefit
strategies designed to meet corporate objectives.
Larry is currently a member of the American Academy
of Actuaries (MAAA), American Institute of Certified
Public Accountants, New Jersey Society of Certified
Public Accountants and a Fellow for the American
Society of Pension Actuaries (FSPA). He has also
served on the Advisory Committee to the Joint Board
for the Enrollment of Actuaries, as well as a member
of the Education Committee and Board of Directors
of the American Society of Pension Actuaries. Larry
holds a BA in Economics from Upsala College and
an M.B.A. in Accounting from Fairleigh Dickenson
University and is both a Certified Public Accountant
and an Enrolled Actuary.
David Bard, CRPS ®, AIF ®
Contributing Writer
David is the Senior Consultant of Westminster
Consulting where he provides fiduciary governance
and oversight services to the fiduciaries and plan
committees of qualified plans.
Prior to joining Westminster Consulting, David was a
corporate retirement plan advisor with Courier Capital
Corporation. David’s extensive career experience
includes the positions of: Vice President of Investments
with Smith Barney, Associate Vice President with
McDonald Investments in Buffalo NY, Director of
Fixed Income trading for CIBC Oppenheimer, and
Vice President of Corporate Bond Sales for Mabon
Securities in New York City.
David earned his BA in Economics from Hobart
College. He is a Chartered Retirement Plan Specialist
(CRPS), has achieved his Series 7, 31, 63, and 65
securities licenses, holds a New York State Life/
Accident/Health Insurance license and is an Acrredited
Investment Fiduciary (AIF®).
Diana K. Powell, Esq.
Contributing Writer
Diana K. Powell, Esq. is Senior Legal Advisor with
over 20 years of experience. She was a sole practitioner
who advised educational organizations, government
bodies and private corporations. Diana is a graduate
of the University of Rochester with a B.A. in Political
Science and Albany Law School of Union University,
J.D. She holds a Certificate of International Law from
the University of Notre Dame, London Law Center and
has studied negotiations, mediation and arbitration at
the University of Cornell’s School of Industrial Labor
Relations, as well as Statistics and International Studies,
specializing in the Republic of China, and Educational
Policy and Research Methods at the Warner School of
Education at the University of Rochester.
Scott A. George, AIF ®, CFPS ®
Contributing Writer
Scott George is the President and CEO of the
Retirement Plans Division of M. Griffith Investment
Services. Scott’s Retirement Plan focus allows him to
take a detailed, comprehensive look at corporate and
not-for-profit Retirement Plans and provide a tailored
solution.
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