Eddy Ricci, CFP ®
Eddy founded Lead Advisor to specifically help the wealth management community through talent acquisition and leadership development. He has spent 15+ years in the financial advice space working in leadership, recruiting and talent development.
Eddy is also the co-founder of The Pontem Group, an industry agnostic consulting firm. He has been published or quoted in Forbes, Fox Business News, Entrepreneur Magazine and has given keynotes at various organizations.
Leadership Authority and #1 Best Selling Author, Erik Qualman has shared, “Ricci understands what motivates Gen Y teams. He is on my radar and should be on yours.”
Eddy is the author of The Growth Game: A Millennial’s Guide to Professional Development and the founder of a company that was named after the book. He is also the author of Miss Money Plan and the Battle Against Emotion, a financial literacy book for kids.
He is a graduate of New York University and is married with two daughters.
Michael Connaughton, CFP ®
For over a decade, Michael has held various leadership positions at Fortune 500 financial firms. He has a proven track record in acquiring and expanding a wealth management client base, hiring and developing a productive sales force, promoting financial and economic education, managing professional relationships, and creating a lasting organizational impact.
Michael is passionate around identifying and aligning talent in the asset management and financial planning space to propel career growth. He has specialized in constructing and leading professional development programs that have driven industry professionals to build more robust businesses and ascend to new heights.
He is a graduate of Providence College and resides in the Greater Boston area with his wife, son and daughter.