Asset Management Professionals to Know 2025

Dana is an investment management executive with 20+ years of experience in product structuring, marketing, fundraising, investor relations and corporate communications. Before spending the last few years building LUXUS in WealthTech, Dana worked as a Managing Director at Blackstone, Harbinger and with other prominent hedge funds and family offices. She began her career as a lawyer at Schulte Roth & Zabel. Dana has a BA from the University of Vermont and a JD from Benjamin N. Cardozo School of Law.

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

As Director of Investments at Paul Ried Financial Group, Adam’s responsibilities include developing, implementing, and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis, investment manager due diligence, as well as performing trading activities. Also, as Chief Compliance Officer, Adam carries out supervisory and compliance responsibilities. He joined the firm in 2002. Adam earned the Certified Investment Management Analyst designation, an internationally accredited designation, which includes an educational component administered through the Wharton School of Business. Adam also earned the Accredited Asset Management Specialist designation through the College for Financial Planning® and the Investment Advisor Certified Compliance Professional designation which is co-sponsored by the Investment Advisors Association & National Regulatory Services (NRS). He is an Investment Adviser Representative (IAR).

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.

I am a full-time real estate investor specializing in house flipping and rental conversions. I am the owner of Hamilton House Buyers a home buying company based out of Hamilton, ON, Canada. My approach combines strategic investment, efficient project management, and a deep understanding of local real estate trends to ensure profitable outcomes. By leveraging my expertise, I aim to create lasting value for both buyers and renters, ensuring each project is handled with precision and care.

Alberto Gonzalez is a real estate strategist, investor, and founder of Investahaus, where he structures acquisitions, creative financing solutions, and exit strategies for property owners and investors. His work sits at the intersection of real estate, capital strategy, and emerging technology. With a background in marketing and construction, Alberto brings both market psychology and asset-level discipline to his analysis. He has participated in real estate tokenization initiatives and is formally educated in blockchain applications for property ownership, giving him a forward-looking perspective on how digital infrastructure is reshaping real asset investment. As a licensed real estate professional and active investor in Florida, he provides insight on distressed inventory trends, creative finance, business exits, regulatory shifts in wholesaling, and the evolution of real estate into programmable assets. Alberto is available to the media for commentary on housing market dynamics, alternative financing structures, tokenization of real estate, and the future of property investment.

I help bridge the gap between Fortune 500 retailers and the secondary market at Royal Closeouts. My expertise lies in supply chain circularity, surplus inventory management, and the logistics of moving millions of units of overstock. I’m passionate about reducing retail waste through efficient, data-driven liquidation strategies.

Many Real-Estate companies are grappling with ineffective marketing techniques, low-quality leads and rising costs. As a seasoned Marketing Strategist, I specialize in helping Real-Estate companies to overcome the unique challenges of today’s market. My mission is to drive exponential growth for your business by improving your Digital Marketing and Lead Generation processes. My expertise lies in crafting tailor-made marketing strategies that drive results. Whether it's optimizing Lead Generation funnels, implementing data-driven SEO techniques, or improving advertising campaigns, I will help find the biggest growth lever in your business. I have a proven track-record of driving Real-Estate leads, boosting occupancy rates, enhancing brand visibility, increasing NOI, and am dedicated to helping you unlock your businesses full potential.

Many Real-Estate companies are grappling with ineffective marketing techniques, low-quality leads and rising costs. As a seasoned Marketing Strategist, I specialize in helping Real-Estate companies to overcome the unique challenges of today’s market. My mission is to drive exponential growth for your business by improving your Digital Marketing and Lead Generation processes. My expertise lies in crafting tailor-made marketing strategies that drive results. Whether it's optimizing Lead Generation funnels, implementing data-driven SEO techniques, or improving advertising campaigns, I will help find the biggest growth lever in your business. I have a proven track-record of driving Real-Estate leads, boosting occupancy rates, enhancing brand visibility, increasing NOI, and am dedicated to helping you unlock your businesses full potential.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Real estate investor with a background in technology, specifically commercial real estate and fintech.Currently focused on acquisition of existing self storage facilities as well as putting together new development projects.

Adam Scuglia is Manager of Business Development for Cortex DM within Premier Construction Software. Based in Markham, Ontario, he leads go-to-market strategy, client acquisition, and solution positioning for a construction-industry SaaS platform built to streamline drawing and document workflows, reduce rework, and align field and office teams in real-time. With a deep understanding of construction processes and a focus on technology-enabled collaboration, Adam enables contractors and owners to adopt a next-generation document control tool that integrates with enterprise systems and drives measurable operational value.

Christopher W. Adam is an automotive industry expert with deep experience across the collector, classic, exotic, and electric vehicle markets. As Director at Woodside Credit, the nation’s leading lender for auto enthusiasts, he brings more than a decade of financial expertise focused on how passion, lifestyle, and market trends drive purchasing and financing decisions. Adam is a frequent presence at major automotive events and auctions, collaborating with leading manufacturers, dealerships, and auction houses. His insights—spanning from the timeless appeal of collector cars to the emerging influence of EVs—make him a trusted voice on the evolving intersection of finance, innovation, and the enthusiast market.

I’m Liam J. Ryan, a property investor, business mentor, international speaker, podcast host, and best‑selling author with a passion for helping everyday people transform their lives through wealth creation. As the co‑founder of Assets For Life, the UK’s leading business and wealth training organisation, I’ve dedicated my career to empowering others with the tools, strategies, and confidence to build real, sustainable success. My journey didn’t start with privilege or shortcuts. I built my businesses from the ground up, learning through experience, resilience, and a relentless commitment to growth. Today, I’m proud to wear multiple hats: Professional Property Investor, Property Trainer, and Global Speaker roles that allow me to share what I’ve learned with audiences around the world. Over the years, I’ve helped thousands of people step into the world of property and business with clarity and courage. Whether I’m teaching investment strategies, breaking down business fundamentals, or sharing mindset shifts on my podcast, my mission is always the same: to make wealth accessible, achievable, and life‑changing for ordinary people. I believe in straight‑talking education, real‑world strategies, and creating opportunities where others see obstacles. If you’re ready to level up your income, your mindset, and your future, I’m here to show you what’s possible because I’ve lived it, and I know you can too.

I started Zen Books because real estate investors kept getting burned by bookkeepers who didn't understand their world. A new roof isn't a "repair." An intercompany transfer isn't just a deposit. And "your books look fine" means nothing if you can't pull a P&L for each property. I work exclusively with real estate investors — buy-and-hold, fix-and-flip, wholesale — handling the stuff that trips up general bookkeepers: per-property tracking, CapEx classification, multi-entity LLC structures, and knowing what your deals are actually making you. Based in Scranton, PA. Serving NEPA, the Poconos, Lehigh Valley, and remote investors across the mid-Atlantic. QuickBooks is the tool. Clarity is the product.