Building Relevance & Trust

Mike Galkoski is the National Sales Manager for American Century Investments dedicated to enhancing financial advisor relationships. Mike has worked in the financial services for over 20 years and leads the Wealth Management team responsible for the distribution of Mutual Funds, ETF’s & SMA’s.

Prior to joining American Century Investments in 2008, Mike was a Regional Director with RS Funds covering all channels of NYC and Long Island. Prior to RS Funds, Mike held sales executive roles at Oppenheimer Funds and UBS Global Asset Management.

Mike is currently a Doctoral candidate in Organizational Leadership at Columbia University in New York, New York. Prior to pursuing his doctorate, Mike earned the Master of Philosophy (MPHIL) degree in Organizational Dynamics from the University of Pennsylvania in Philadelphia, Pa. Mike holds an MBA from Rutgers University Business School in New Brunswick, NJ along with a B.S. in Finance from Fordham University in New York.

Mike has received specialized training in the Sequoia System for sales professionals and Fusion Presentation techniques and completed a Graduate Certificate in Organizational/Executive Coaching from the University of Pennsylvania. Mike has guest lectured on the topics of Organizational Leadership and Design at the University of Tennessee, Knoxville, Rutgers University, New Brunswick, NJ and N.C. State University.

Mike holds Series 7, 66 & 24 licenses.

Jean has 24 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. Prior to joining Envestnet, Jean spent 20 years at Brinker Capital helping to build out the distribution network. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and is a member of the Envestnet Institute on Campus board and chairs the Envestnet Institute on Campus Women in Wealth Management Board. Jean is also a member of the Women’s Leadership Forum of Philadelphia. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching.

Steve began his career in the financial services industry over 27 years ago after serving eight years in the United States Navy. Before joining LPL Financial, he worked at SEI Investments for ten years as a Regional Director, where he was selected three times for the SEI Leadership Club. Steve joined LPL Financial in 2006, serving as a Regional Advisory Consultant providing advisors with practice management and client acquisition strategies.In 2016, Steve was named Senior Vice President of the National Sales team, where he oversees LPL's Wealth Consulting team. In this role he is responsible for growing LPL’s investment platforms while providing leadership and management to the team as they help LPL affiliated advisors and institutions grow through wealth management coaching, investment consulting and practice management feedback. Steve also serves as a board member for the Private Trust Company and the LPL Political Action Committee (PAC).

Steve earned his bachelor of arts from the University of Notre Dame and master of business administration from National University. He holds the FINRA Series 6, 7, 63, and 66 licenses as well as the Certified Investment Management Analyst (CIMA®) designation. Steve is also a member of the Investment Management Consultants Association (IMCA).

In his free time, Steve enjoys spending time in Milton, Georgia with his wife and two dogs and is frequently found on the tennis court. Their daughter is currently serving overseas as an officer in the United States Marine Corps.

Sterling Shea is the Head of Practice Strategy and serves as a member of the Operating Committee of the Field Management Group in Wealth Management at Morgan Stanley. He leads the Teaming, Partnering, and Practice Management functions of the Firm and will be collaborating across the organization to drive strategic practice evolution for advisors.

Prior to joining Morgan Stanley, Mr. Shea spent 23 years at Dow Jones & Company, serving in a number of senior management roles and most recently as Global Head of Wealth and Asset Management at Barron’s Group. In this role he oversaw both the editorial and commercial functions of the firm’s activity in the wealth management space, including all of the rankings of financial advisors published by Barron’s in the US and Australia, and the hosting of over 30 annual events in the US, UK, and Australia for elite wealth managers. He initiated Barron’s coverage of wealth management in 2004.

Mr. Shea is a prior member of the Board of Directors of Invest in Others, a non-profit foundation that seeks to recognize the philanthropic and charitable activities of financial advisors. He is a graduate of Boston College and in 2015 he completed the graduate PLD business program at Harvard Business School.