The mission of Washington Wealth Management is to “Provide the freedom for Advisors to act first and foremost in the interest of their clients.” This advisory board exists to support, guide, and challenge management’s creation of the mechanisms and structures that will allow Washington Wealth Management to develop in a sensible manner to achieve its mission.
Dr. Putnam has served as Managing Director and Chief Economist of CME Group since May 2011. He most recently served as Managing Partner for Bayesian Edge Technology & Solutions, Ltd., a financial risk management and portfolio advisory service he founded in 2000. He also has served as President of CDC Investment Management Corporation and Managing Director and Chief Investment Officer for Equities and Asset Allocation at the Bankers Trust Company in New York. His background also includes economist positions with Kleinwort Benson, Ltd., Morgan Stanley & Company, Chase Manhattan Bank and the Federal Reserve Bank of New York.
Mr. Shippee is member of the Board of Directors of Syncora Holdings Ltd., a global bond insurer. He serves on Syncora’s Audit and Finance & Risk Oversight committees. In addition, Mr. Shippee is the credit risk consultant for Straumur, a Nordic investment bank. Previously, for over three decades, Mr. Shippee was an international banker with JPMorgan Chase and Bank of America. He worked in the New York, Hong Kong, Tokyo, and London. His assignments spanned a broad range of line and risk management roles, including Chairman of Chase and MDSass Partners, a registered investment advisor. Most recently, he served as chief credit risk officer for Bank of America’s businesses in Europe, the Middle East, Africa, and Asia.
Mr. Wibaut currently serves as a member of the boards of Belfus Bank and Belfus Insurance (since January 2012), of ReacFin S.A, and of Eurinvest S.A. and is past member of the Board of BNP-Paribas-Fortis Bank (member of the audit Committee), Chairman of Gambit S.A. and of Nationale Suisse Belgium and external advisor to the Financial Committee of Amonis pension Fund, OGEO pension fund, Université Catholique de Louvain and of the Fonds National de la Recherche Scientifique. He is also visiting Professor of Finance at the Facultés universitaires Saint- Louis and Université Catholique de Louvain (since 2001). He has been Chief Investment Officer of AXA Northern and Central Europe (holding multiple board positions in insurance companies), acted as Chairman of AXA Private management and CEO of AXA Bank Belgium.
Mr. Wagner is a retired Partner of Ernst and Young where he has held several international positions in financial services since 1985 overseeing various operations in Europe, Africa, the Middle East and India. In Switzerland, he has overseen E&Y’s many domestic operations. As such, he has been involved in corporate governance, risk management, audit and many other key financial services activities for major firm clients. Fluent in multiple languages, he brings insight into many of the key business issues facing international companies where he is involved. He has held management and board positions at several European companies and operations.
Mr. Wilford is the current holder of the Frank W. Hipp Chair in Business at The Citadel. He is a consultant to financial institutions globally, including hedge funds, commercial banks, central banks and multilateral entities. He was Chairman of the Advisory Board of Beauchamp Financial Technology, a partner of Hamilton Investment Partners, and remains a partner of boutique advisory firms. He was the Chief Investment Officer and member of the Board of Directors of CDC Investment Management until 2002. Previously, Sykes was the Chief Investment Officer of Bankers Trust's Private Bank and a Managing Director of Bankers Trust's Global Investment Management. He has held various positions with Chase Manhattan, Drexel Burnham and the Federal Reserve Bank of New York acting as a fixed income strategist, international economist, and director of several trading functions.