Posts Tagged public policy and management

Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards.

Blaine Aikin, AIFA®, CFA, CFP®

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others.

Passion/Expertise
Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and management. His goal as Executive Chairman of fi360 is to assure that fi360 provides exceptional professional development programs, investment and business management tools, and business and industry thought leadership to improve the decision making of those who manage money on behalf of others. fi360 seeks to promote a culture of fiduciary responsibility to align the interests of investors and investment professionals.

Position/Experience
After receiving his Master of Public Management and Policy degree, Blaine 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.

Memberships/Certifications
For several years, Blaine 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. Blaine received a Masters in Public Policy and Management from The Heinz School, Carnegie-Mellon University, and holds Accredited Investment Fiduciary Analyst (AIFA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) certifications.

Presentations/Publications/Awards
Blaine 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.



Have Blaine Aikin speak at your event!

Blaine Aikin is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Blaine or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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