Defining Confidence™
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Staff Bios

Portfolio Solutions® is led by some of the industry’s most prominent and respected individuals. Our staff is highly trained and motivated to assist clients with their needs. Clients may contact any member of our organization with questions or inquiries.

Richard A. Ferri

Richard A. Ferri, CFA

Founder

Richard (Rick) is responsible for research and education at Portfolio Solutions®, and is also a member of the firm’s investment committee. Rick has over 20 years of experience in the investment industry including more than ten years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively including six books on low-cost investing using index funds and ETFs. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves in 2001.

You can learn more about Rick and read his biweekly blog postings on low-cost investing strategies at www.RickFerri.com.

Scott C. Salaske

Scott C. Salaske

President & Chief Compliance Officer

Scott is responsible for the overall business operations and compliance at Portfolio Solutions®, and is also a member of the firm’s investment committee. Scott has more than fifteen years of experience in the investment industry. Prior to becoming President of Portfolio Solutions®, Scott was the President of Quest Asset Management, LLC, an investment advisor. The firm merged with Portfolio Solutions® in 2001. Scott is a graduate of Walsh College with a B.B.A. degree and a concentration in finance.

 

Finance & Operations

 

John R. Bergmann

John R. Bergmann, CPA

Chief Financial & Operating Officer

John is responsible for the overall finance, accounting, human resource and workflow operations at Portfolio Solutions®. John has more than twenty years of finance, accounting and management experience, and is a Certified Public Accountant in the State of Michigan. Prior to joining Portfolio Solutions®, John was the Director of Finance at IPG, Inc., a commercial architecture and construction firm. Prior to IPG, John served as the controller and then CFO of Stahls’ Inc., a manufacturing firm specializing in garment products, and was also a Middle Market Group Manager at the Detroit offices of Deloitte LLP. John is a graduate of Wayne State University in Detroit, MI with a B.B.A. degree and major in Accounting.

 

Information Technology

 

Paul K. Dalpiaz

Chief Information Officer

Paul is responsible for initiating and designing the company’s technology vision. He leads all aspects of Portfolio Solutions® technology development to provide high-quality, cost-effective services to clients and employees. As the company’s top technology executive, Paul plays an integral role in the strategic direction, development and optimization of the company’s technology platforms and business processes. Prior to becoming Chief Information Officer at Portfolio Solutions®, Paul was the VP, CIO at Crain Communications, Inc. where he was responsible for planning, procurement and deployment of all technology. Prior to that, Paul held senior-level IT positions at Ringside Creative/GTN, J. Walter Thompson and Cengage Learning/Gale Research. Paul is a graduate of Eastern Michigan University with a B.B.A. degree in Operational Research and Information Systems.

Tony R. Brumley

Tony R. Brumley

Chief Technology Officer

Tony is responsible for deploying and maintaining the company’s technology services for clients and employees. His role ensures that business processes function in an efficient and cost-effective manner. Prior to becoming Chief Technology Officer at Portfolio Solutions®, Tony worked in the technology group at Munder Capital Management. Tony is a graduate of Western Michigan University with a B.B.A. degree and a concentration in Finance.

Compliance

 

Florence A. Affatato

Florence A. Affatato, Esq.

Compliance Manager

Florence is responsible for managing the firm’s regulatory compliance and legal matters. Prior to joining Portfolio Solutions®, Florence held a position as a Compliance and Corporate Counsel Associate for an investment management firm and previously held a Director position at Wayne State University. Before Wayne State University, Florence served for 20 years as a Supervisory Special Agent, Program Coordinator and Legal Advisor at the Federal Bureau of Investigation/U.S. Department of Justice. Florence received her JD from Michigan State University and her LLM in Tax Law from Wayne State University.

 

Portfolio Management

 

Anthony R. Watson

Anthony R. Watson, CFA

Chief Investment Officer

Tony is responsible for investment operations and oversees the portfolio management department at Portfolio Solutions®. He is a member of the firm’s investment committee. Tony has more than fifteen years of experience in the investment and finance industry. He earned an MBA degree from the University of Michigan in addition to a B.B.A. degree from Walsh College. Tony has also earned the Chartered Financial Analyst (CFA) designation. Prior to becoming Chief Investment Officer of Portfolio Solutions®, Tony was Vice President at J.P. Morgan Private Bank and a Senior Financial Analyst at Meritor, Inc.

Brad Cox

Brad Cox

Trading Operations Manager

Brad is responsible for trade execution operations and systems management for the Portfolio Management department. Prior to joining Portfolio Solutions®, Brad worked for Munder Capital Management, where he managed the trade clearing staff and supported their portfolio management, trading, and compliance systems.  Brad also previously worked as a Business Analyst for both CheckFree Investment Services and Evergreen Investments – Wachovia Bank. Brad earned a B.A. in Management Sciences from St. Bonaventure University and an M.S. in Finance from Walsh College.

Laura S. Armstrong

Laura S. Armstrong, CFA

Portfolio Manager

Laura is responsible for monitoring, analyzing, and rebalancing client portfolios, as well as managing client reports and benchmark data. Prior to joining Portfolio Solutions®, Laura worked as an Investment Analyst at Telemus Capital Partners, where she coordinated mutual fund and equity block trades and rebalanced accounts. Laura has also previously worked as an Associate Financial Representative at Northwestern Mutual Financial Network and as a Registered Representative for C. Curtis & Associates.  Laura graduated with honors with a B.A. in Business Management from Eastern Michigan University and earned her M.B.A. from the University of Michigan, Dearborn. Laura has also earned the Chartered Financial Analyst (CFA) designation.

 

Investment Specialists

 

Gary J. Brancaleone

Gary J. Brancaleone, CFP®, CRPC®

Director of Investment Specialists

Gary is responsible for overseeing the Investment Specialists at Portfolio Solutions® and working with clients to help ensure that their investment strategy is appropriately aligned with their financial goals and objectives. Prior to joining Portfolio Solutions®, Gary worked as a Private Wealth Management Banker at J.P. Morgan Chase Bank, where he worked closely with high net worth clients and helped them achieve their financial goals using investment services offered by the bank. Prior to J.P. Morgan Chase Bank, Gary was a Regional Sales Manager at Charter One Bank. Gary is a graduate of Oakland University with a B.S. in Finance. He has also obtained his Certified Financial Planner™ certification and is a Chartered Retirement Planning Counselor℠.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S.

Michael A. Palazzolo

Michael A. Palazzolo, CFP®

Senior Investment Specialist

Michael is responsible for working with clients to help ensure that their investment strategy is appropriately aligned with their financial goals and objectives. Prior to joining Portfolio Solutions®, Michael worked as a Financial Counselor with GreenPath Inc., where he advised clients experiencing personal financial challenges. Prior to GreenPath, Michael worked in the automotive and defense industries developing vehicle and simulation software. Michael is a graduate of Oakland University with an M.S. in Computer Science & Engineering and a Graduate Certificate in Personal Financial Planning. He has also obtained his Certified Financial Planner™ certification.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S.

Brett R. Bayliss

Brett R. Bayliss

Investment Specialist

Brett is responsible for working with clients to help ensure that their investment strategy is appropriately aligned with their financial goals and objectives. Prior to joining Portfolio Solutions®, Brett worked as an Investment Analyst with Freedom One Investment Advisors, where he analyzed investment options and made portfolio recommendations for clients. Brett has also previously worked as an Investment Associate at J. P. Morgan Asset Management and a Research Analyst/Trader at Capital Investment Group. Brett graduated with honors from Oakland University with a B.S. in Management Information Systems and Business Administration and is currently a Level II Candidate in the Chartered Financial Analyst (CFA) Program.

 

Client Services

 

Tracie M. Tibboles

Tracie M. Tibboles

Director of Client Services

Tracie is responsible for oversight of the Client Services Department at Portfolio Solutions®. Her primary functions include supervising client service employees and ensuring successful client experiences. Tracie has more than 20 years of experience in the customer service and marketing industries. Tracie previously worked as an Associate Media Director at J. Walter Thompson and as a Marketing Research Analyst at ABC Family Channel. Tracie received a B.B.A. in Advertising/Marketing and minor in Business from Western Michigan University.

Shannon Mandell

Shannon M. Mandell

Client Service Specialist

Shannon is responsible for working with clients to establish new accounts and transfer assets between custodians, as well as all incoming and outgoing cash transfers. She also performs administrative functions on existing client accounts.  Shannon previously held the position of Administrative Assistant at Portfolio Solutions®. Prior to joining Portfolio Solutions®, she worked for Batton Technical, Inc. as an Administrative Assistant. Shannon received an Associates Degree in Business Administration from Macomb Community College and is currently working towards her B.S. in Business Administration with a concentration in Business Management from Ferris State University.

Michael Emmi

Michael W. Emmi

Client Service Specialist

Michael is responsible for working with clients to establish new accounts and transfer assets between custodians, as well as all incoming and outgoing cash transfers. He also performs administrative functions on existing client accounts. Michael brings several years of banking and customer service-related experience from supervisory positions held at Comcast, TD Bank and Capital One, N.A. Michael is a graduate of Walsh College with a B.B.A. in Finance.

Brittany Pervez

Brittany L. Pervez

Administrative Assistant

Brittany is responsible for daily administrative office duties at Portfolio Solutions®. She previously worked as a Bridal Coordinator/Receptionist for Pure Salon and Day Spa and as a Business Development Administrator for BMW of Ann Arbor. Brittany graduated with honors from Oakland Community College with an Associates Degree in Liberal Arts, with a science concentration.

 

Human Resources

 

Aubrey L. Rhodes

Aubrey L. Rhodes, MBA

Director of Training & Human Resources

Aubrey is responsible for training and human resources at Portfolio Solutions®. Her primary functions include training, mentoring and leading employees on best practices and improved skill development in order to best serve our clients. Prior to becoming the Director of Training & Human Resources, Aubrey was the Director of Client Services at Portfolio Solutions®. Aubrey is an MBA graduate of Oakland University.

Marketing

 

Jennifer S. Hall

Jennifer S. Hall

Director of Interactive Marketing

Jennifer is responsible for the development, strategy, and execution of marketing activities at Portfolio Solutions®. She has more than twenty years of experience in marketing, graphic design and web development. Prior to joining Portfolio Solutions®, Jennifer was the Director of Marketing at the Vision Institute of Michigan. Jennifer also served as the Corporate Internet Director and Corporate Creative Director at BNP Media. Jennifer graduated with honors from Carnegie Mellon University, receiving a B.A. in Professional Writing with a concentration in Graphic Design.

Jacob S. Schroeder

Jacob S. Schroeder

Sr. Financial Writer

Jacob is responsible for the development of editorial content and media outreach. He has nearly 10 years of experience in marketing, advertising and public relations, supporting organizations ranging from small businesses to Fortune 500 companies. Before joining Portfolio Solutions, Jacob was a copyeditor and copywriter at HAVAS Worldwide CHI in Chicago. His writing has been featured in publications including the Detroit News and Foreign Policy magazine. Jacob graduated from Michigan State University with a B.A. in Telecommunications, Information Studies & Media.

 

Kelsey M. Collister

Kelsey M. Collister

Social Media Strategist

Kelsey is responsible for editorial content strategy, social media and branding efforts for Portfolio Solutions. Prior to joining Portfolio Solutions, Kelsey was a Content Strategist at Leo Burnett Arc Worldwide. She also held several internship positions in the advertising industry with a special emphasis on branded content and social engagement. She graduated from Loyola University Chicago with a B.A. in Advertising and Public Relations and a minor in Philosophy.