About the Author
David B. Loeper is the CEO of Financeware, Inc. Prior to founding Financeware in 1999, Loeper was Managing Director of Strategic Planning for the retail brokerage division of Wheat First Union and served on the Investment Advisory Committee of the almost $30 billion Virginia Retirement System. Loeper has been active in several industry associations, including the IMCA (Investment Management Consultants Association). He has also been a featured speaker at numerous industry events and often contributes to industry publications, as well as appearing on CNBC, Bloomberg TV, Fox Business, CNN, and Yahoo! FinanceVision.