Face the Membership with Tyler Mathisen

Recorded On: 03/03/2023

Tyler Mathisen is back for our annual fireside chat with industry visionaries. Join us for unscripted discussions, immersive storytelling, and a look at what excites these thought leaders about the future.

Tyler Mathisen (Moderator)

Anchor/Correspondent/Program Host, CNBC

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET) one of the network's longest running program franchises, as well as "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW).

Previously, Mathisen was managing editor of "CNBC Business News," responsible for directing the network's daily content and coverage. He had been the co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

Before joining CNBC in 1997, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington, Va., Mathisen graduated with distinction from the University of Virginia.

Follow Tyler Mathisen on Twitter @TylerMathisen.

Riley Etheridge Jr.

President of the Wealth Management Client Group, Capital Group

Riley Etheridge Jr. is president of the Wealth Management Client Group at Capital Group. He has 37 years of industry experience and has been with Capital Group for four  years. Earlier in his career at Capital, he was director of Global Asset Class Services and head of Client Analytics. Prior to joining Capital, Riley was managing director and head of Client Segments and Advisor Development for Merrill Lynch Wealth Management. He holds a bachelor's degree in history from Louisiana State University. He also holds the Chartered Financial Analyst®, Certified Financial Planner™ and Chartered Financial Consultant® designations. Riley is based in Los Angeles.

Lena Haas

Head of Wealth Management Advice and Solutions, Edward Jones

Lena Haas leads Wealth Management Advice and Solutions at Edward Jones, which equips client teams with advice and guidance, financial tools and resources, products, services and solutions throughout the client journey. Lena serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner in helping the firm grow its impact and create value for clients, colleagues and communities today and in the future. She also serves on the Board of Trustees of the Edward Jones Money Market Fund and Bridge Builder Trust.

Lena joined Edward Jones in November 2017 to lead the firm's Banking and Trust areas and subsequently expanded her leadership to the Investment Advisory and Products areas. In 2022, she became head of the Wealth Management Advice and Solutions division. Lena was named an Edward Jones principal in January 2018.

Lena helps support the firm's commitment to diversity, equity and inclusion by serving as the senior executive sponsor for Latinx/Hispanic Business Resource Group. She also represents the firm on the SIFMA Private Client Committee.

Prior to joining Edward Jones, Lena was a senior vice president with E*TRADE Financial, where she led the Wealth Management business and served as president of E*TRADE Capital Management. Before joining E*TRADE, Lena held a variety of leadership roles at Bank of America Merrill Lynch and Fidelity Investments.

Lena earned a bachelor’s degree from Tufts University in Boston and an MBA from Harvard Business School. She has also completed Kellogg School of Management Women’s Senior Leadership program. Lena and her husband, Bjorn, live in St. Louis with their two sons, Andrew and Daniel. Lena is passionate about bringing art to the community and serves on the board of Craft Alliance.

Michael Lane

Head of iShares U.S. Wealth Advisory, BlackRock

Michael Lane is Head of iShares U.S. Wealth Advisory and a member of the US Wealth Advisory and US iShares Executive Committees. Working with financial advisors for nearly three decades, Michael oversees the development of advisor centric solutions, due diligence and implementation of iShares, helping advisors build better portfolios with core, fixed income, factor and model-based ETFs.

Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors, responsible for the strategic development and global distribution of retirement solutions for one of the world's premier asset managers. During his 14-year tenure at Dimensional, Michael played a range of leadership roles, including CEO of Dimensional SmartNest LLC, providing customized managed account solutions for defined contribution plans. He additionally worked in the office of the chairman as well as leading the development of the retirement, broker-dealer, bank and TAMP businesses. Prior to Dimensional, Michael served as a director of advisor services at TIAA-CREF.

Michael has published three books, including Secrets of the Wealth Makers, as well as a range of articles on financial planning and advisory practices. A member of the Carson Wealth FinServ Advisory Council, he is kicking off the FinServ Foundation’s Next-Gen program – an initiative that will focus on bringing diverse talent to the financial services industry.

An '89 graduate of Binghamton University in New York, he serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. As a former men’s tennis student-athlete at Binghamton, the tennis complex was renamed the “Lane Tennis Center,” based on his passion for the sport and involvement with the program.

Most importantly, Michael is a father of three, residing with his family in Austin, Texas.

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Face the Membership with Tyler Mathisen
03/03/2023 at 8:30 AM (EST)  |  Recorded On: 03/03/2023
03/03/2023 at 8:30 AM (EST)  |  Recorded On: 03/03/2023