America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 38
2025 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
CONTRIBUTORS
Jerry Cooper
Jerry Cooper is a contributing editor and
Publisher of The Wealth Advisor. Mr. Cooper has
been in the financial services industry for nearly
four decades—and has been working closely
with model providers and strategists for much
of the last eight years. His knowledge of the
industry, which messages will resonate, how to
capture the attention of advisors, and the entire
sales process—is second to none. Jerry is also
the publisher of The Wealth Advisor, where he
serves in a leadership role over both the editorial
and advertising departments.
AMERICA’S MOST
ADVISOR-FRIENDLY
TRUST COMPANIES
Publisher
Jerry Cooper
Editor-in-Chief
Scott Martin
Editorial Project Manager
Monica Boyer
Contributors
Jerry Cooper, Scott Martin,
Madeline Garfinkle
Art Director
Scott W. Valenzano
Marketing and Communications
Writer, Social Media Manager:
Madeline Garfinkle
How to Reach the
Wealth Advisor Staff
Scott Martin
Madeline
Garfinkle
Scott Martin came to The Wealth Advisor
after nearly a decade in hedge fund land once
it became clear that the individual advisor had
been his true passion all along. He knows what
frustrates and excites financial intermediaries
at all levels of the industry and has written
endlessly about the ways technology, client
demand patterns, and innovation keep creating
opportunities as well as challenges. You might
have seen some of it in places like Research,
Buyside and Institutional Investor (and ALPHA). If
you’re reading this, you know how to reach him.
Madeline Garfinkle is a Marketing and
Communications Writer for The Wealth
Advisor, focusing on wealth management
and financial planning. With over seven
years of digital media experience, including
three years as a financial writer and
journalist, she’s driven by the intersection
of technology and economy, economic
decision-making psychology, and investment
industry nuances. Previously, Madeline
was a News Writer for Entrepreneur
Magazine, contributing to print and digital
platforms on topics like the housing market,
cryptocurrency, and franchise industry. She
holds a degree from Syracuse University and
earned her Masters from Columbia University
in 2021.
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Editorial and
Letters to the Editor:
robert.martin@marinamediallc.com
Advertising Opportunities:
chris.panagakis@marinamediallc.com
Reprints and Licensing:
chris.panagakis@marinamediallc.com
How to Reach
The Wealth Advisor
+1 (800) 392-8811
TheWealthAdvisor.com
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Santa Monica, CA 90401
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