|
Home Page
|
History
In 1999, The
Independent Adviser Corporation launched The-Adviser.com, a
consumer based web site that offers buy-side investment research and
personal finance news to consumers. Our
web site was an instant smash hit. We started to receive requests from
consumers who were seeking help from independent fee-based financial
advisers. Because we were not in the financial planning or money
management business, we had to turn them down. Then it dawned on is. In
May 2000, we established a national marketing network for independent
fee-based financial advisers. This network, which provides independent
fee-based financial advisers with a national branding strategy, connects
individuals to advisers. The
Management
Our management team includes:
- Michael D. Porcelain, CPA, MS,
MBA - Michael is currently the President. He is a
member of the American Institute of Certified Public Accountants ("AICPA"), a member of the Personal Financial Planning
Division of the AICPA, a member of the New York State
Society of CPA's and is a lifetime member of the American Association of Individual
Investors. Michael was formally a Manager with the Financial Advisory Group of PricewaterhouseCoopers LLP. Prior
to that, he worked for KPMG Peat Marwick LLP and IBM. He has been
a professional money manager since
1987, has hosted several radio talk shows and is routinely quoted in the press. He
is a fee-based money manager in New York.
- Jay McConie, CPA - Jay is
Vice President of
Business Development. Prior to his current position, he was the Corporate Operations
Manager with ACNielson Corporation and a Manager with KPMG
Peat Marwick LLP and Merrill Lynch. Jay has worked in the financial securities
industry since 1988 and operates a fee-based financial advisory business
in New York.
- Adrian Frankum, CPA, MBA - Adrian is the
Director of Operations. Prior to his current position, he was an associate for CIBC Oppenheimer and received his MBA from New
York University. His background includes almost a decade of experience working for public
accounting firms including KPMG Peat Marwick LLP.
Adrian operates a fee-based financial advisory business in New
York.
- Kirk A. Block, CPA/PFS, CFP - Kirk
is a Certified Financial Planner and holds an AICPA PFS
designation. He is also a Registered Investment Advisor and
maintains financial planning offices in California known as Premier
Financial Planning.
Media Contacts and Interviews
Management of
1-800-ADVISER is
available for comment, new stories, features and interviews. Please
send your inquiry via e-mail at to Questions@1800ADVISER.com or at (516)
637-5187.
Advertising
1-800-ADVISER accepts inquiries from potential sponsors for our
1-800-ADVISER web site. If you desire a
media kit, please send an e-mail with your name and firm name to Advertising@1800ADVISER.com.
© Copyright
2000.
The Independent Adviser Corporation. All rights reserved.
Privacy policy
This site is best viewed by Microsoft's Internet
Explorer and Netscape's Communicator.
|