General Investing >> Money Manager Interviews >> March 25, 2013
Jerry A. Miccolis is Principal, Chief Investment Officer and Senior Financial Adviser of Brinton Eaton, LLC. He specializes in financial planning, risk management, investment research and portfolio management. Mr. Miccolis holds the Chartered Financial Analyst designation, is a Certified Financial Planner practitioner and is a fellow of the Casualty Actuarial Society (FCAS). He also is a member of the American Academy of Actuaries (MAAA), the Financial Planning Association (FPA) and the New York Society of Security Analysts (NYSSA). Prior to joining Brinton Eaton in 2003, Mr. Miccolis had over 30 years’ experience in the risk management and actuarial fields, including more than 25 years with the international management consulting firm Towers Perrin, where he served as Principal and Global Practice Leader for the Enterprise Risk Management practice. He has chaired numerous professional committees, is a widely quoted author and speaker on the subject of strategic risk management, and is a co-author ofAsset Allocation For Dummies (Wiley, May 2009). Mr. Miccolis received a B.S. degree in mathematics from Drexel University. Profile
TWST: Please begin with a brief history of Brinton Eaton and an overview of the firm today.
Mr. Miccolis: Brinton Eaton is a 25-year-old independent, fee-only RIA based in Madison, New