The 20 Rising Stars of Wealth Management - 2007 - (Page 21) 19 PAVEL TEPLUKHIN 2 1 President and CEO, Troika Wealth Management Troika Dialog Asset Management, Moscow Age: 43 Education: Moscow State University (B.S., Econometrics, Honors; Ph.D., Economics and Corporate Behavior), London School of Economics (M.Sc., Economics) Mentor(s): Yegor Gaidar, former Prime Minister of Russia; George Soros, chairman of Soros Fund Management and the Open Society Institute; Jack Welch, former chairman and ceo of General Electric Teplukhin, who co-founded Moscow-based bank Troika Dialog Group in 1991, serves as chairman of Troika Dialog Asset Management and head of its wealth management division. He is in charge of 250 professionals catering to entrepreneurial high-net-worth individuals with over $1.5 million in investable assets. The group has $4 billion in assets under management. He co-founded Academia Inc, one of Russia's first private joint-stock consulting companies and served as its executive director from 1990-1991. From 1991-1993, he worked for the Institute for the Economy in Transition, an economics research center. Since 1993 he worked in various official advisory capacities for the Economics and Finance ministries. He is a member of the Investor Protection Association and the National League of Management Companies and sits on the Expert Council of the Russian Parliamentary Committee on Credit Organizations and Financial Markets. “It was difficult to prove that Russian portfolio managers can compete with their globally recognized peers. In the coming years, the major challenge will be to build our distribution network for providing mutual funds to Russia's growing middle class investors.” 20 NEIL WOLFSON 1 President, Wilmington Trust Investment Management, Wealth Advisory Services Wilmington Trust FSB, New York Age: 43 Education: New York University (B.S., Finance, Magna Cum Laude, University Honors Scholar), New York University Leonard N. Stern School of Business (M.B.A., Finance) Mentor(s): Richard Rogalski, chaired professor of investments, Dartmouth College Amos Tuck School of Business Wolfson, who joined in 2004, is responsible for investment management including asset allocation, equity, fixed-income, cash management and external investment managers. He is in charge of $32 billion in assets under management. Wolfson has launched a series of mutual funds, a quantitative investment management process for the equity product line and doubled assets in the non-money market funds. He also serves as a trustee, president and CEO of the Wilmington Family of Mutual Funds, and is a senior member of Wilmington Trust’s Investment Strategy Team. Previously, he was national partner at KPMG in charge of its Investment Consulting Practice, where he also ran KPMG Investment Advisors. Before joining KPMG in 1996, he was associate director at Bear Stearns & Co. for one year. Before that, he was with Kidder Peabody & Co. for over a decade, founding the Analytical Investment Strategies Group, among other things. Wolfson, who holds the Chartered Financial Analyst designation, is a member of the New York Society of Security Analysts. He has been published in Journal of Investing and Planned Sponsors among others. “Individuals, especially at the upper end of the wealth management market, want customized services, and services delivered personally. Where institutions once differentiated themselves in the market by access to data, the differentiator today is advice.” AUGUST 2007 0 92 0 92 WEALTH MANAGEMENT RISING STARS 21
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