Wharton Business Radio

Your Money: June 19, 2018

Host Kent Smetters is joined by Richard Prisinzano (Senior Economist, Penn Wharton Budget Model), Michael Butler (Executive Director – CEA Mid-Atlantic, Consumer Energy Alliance), Malay Vasavda (CFP, Founder and Principal, Quantum Financial Management), and David Hultstrom (President and Chief Investment Officer, Financial Architects, LLC) on the Tuesday, June 19, 2018 edition of Your Money.

Air Date: Tuesday, June 19, 2018 on SiriusXM 132

Hosted By

Malay Vasavda

Air Time: 5:30 pm
Featuring: Malay Vasavda

David Hultstrom

Air Time: 6:30 pm
Featuring: David Hultstrom

Mike Butler and Richard Prisinzano

Air Time: 5:00 pm
Featuring: Richard Prisinzano, Michael Butler

Featured Guests

Richard Prisinzano

Senior Economist, Penn Wharton Budget Model

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Richard Prisinzano came to the Penn Wharton Budget Model after 13 years in the Office of Tax Analysis at the U.S. Department of Treasury. While at OTA, Richard worked on the taxation of pass-through entities and small businesses and coauthored Treasury Reports on the owners of pass-through businesses and helped develop Treasury’s methodology for identifying small businesses from tax return data. He has also published papers on gasoline taxes, tax migration of millionaires, and major league baseball managers and has also taught econometrics and sports economics at Georgetown University, Johns Hopkins University and George Washington University. He holds a B.S. in Economics and Political Science from James Madison University, an M.A. in Economics from Miami University, and a Ph.D. and M.S. in Economics from the University of Texas.
Full Profile

Michael Butler

Executive Director – CEA Mid-Atlantic, Consumer Energy Alliance

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Michael is the Mid-Atlantic Executive Director for the Consumer Energy Alliance and Strategic Advisor to HBW Resources, LLC. Through these roles, Mike primarily advocates for state and national “all of the above” energy strategies. In this capacity, he was named to Pennsylvania Governor Wolf’s Pipeline and Infrastructure Task Force. Some of his editorial writings on energy policy can be found here: http://consumerenergyalliance.org/category/regional-chapters/cea-mid-atlantic/

Michael has spent the 14 years working in politics and government. His extensive campaign work includes local and statewide races. Most notably, he worked on Bob Casey’s successful election to the United States Senate in 2006. He returned to serve as Senator Casey’s Finance Director for his re-election in 2012. His work on the campaign was recognized by PoliticsPA list of Top Operatives. Additionally, he has served as a senior staff member/advisor on 2 gubernatorial races in Pennsylvania; as well as city council campaigns, county judicial campaigns, and a statewide judicial campaign.

He has also served as a government relations consultant for Brownsville Area Revitalization Corporation, The Efficiency Network, Three + One Advisors, and Tube City Renaissance.

Michael resides in Pittsburgh, Pennsylvania. He holds a B.A. from Dickinson College and a JD/MPIA from the University of Pittsburgh.

Twitter – @CEAorg
Full Profile

Malay Vasavda

CFP, Founder and Principal, Quantum Financial Management

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Malay Vasavda is the Founder and Principal of Quantum Financial Management, a boutique wealth management firm registered with the State of Illinois as a Registered Investment Advisor. Malay has held the Certified Financial Planner® designation since 2008. He has been quoted in several publications, including the Wall Street Journal, Business Week, the Chicago Sun Times, Financial Advisor Magazine, Bankrate.com, and Quick & Simple Magazine. Malay has also been featured in popular financial planning podcasts and as a guest writer in Technology Tools For Today, a financial planning practice management newsletter. Malay has a passion for assisting his current and future clients with wealth management strategies to help them achieve their goals.

Malay is a Registered Advisor with the National Association of Personal Financial Advisors (NAPFA).

After earning his MBA from the University of Illinois at Urbana Champaign in 1998, Malay spent 7 years working in a variety of management and consulting roles at General Electric, PriceWaterhouseCoopers, The Home Depot, and Premier Farnell.

Full Profile

David Hultstrom

President and Chief Investment Officer, Financial Architects, LLC

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David Hultstrom is president of Financial Architects, a registered investment advisory firm located in Woodstock, GA. He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.

Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has taught at several universities and is currently an instructor in the Certified Financial Planning program at Emory University.

In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Full Profile

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