About the Authors

Jerry A. Miccolis: Jerry's clients, colleagues, and friends were caught a bit off-guard when, in 2003, he decided to change careers, from enterprise risk management to personal wealth management. But, toward the end of his 30-year stint in the actuarial and risk-management fields (including 25 years with the international management consulting firm Towers Perrin, where he eventually led the global enterprise risk management practice), he had already nearly achieved the two most sought-after certifications of his chosen second career — Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). He's never been happier, helping real people secure their financial future. A senior financial advisor at, and co-owner of, Brinton Eaton Wealth Advisors in Madison, New Jersey, Jerry adds his CFA and CFP designations to his credentials as a fellow of the Casualty Actuarial Society (FCAS) and member of the American Academy of Actuaries (MAAA). Jerry, who is also a member of the Financial Planning Association (FPA) and the New York Society of Security Analysts (NYSSA), holds a BS in mathematics from Drexel University.

The coauthor of Enterprise Risk Management: Trends and Emerging Practices (The Institute of Internal Auditors Research Foundation) and Enterprise Risk Management: An Analytic Approach (Tillinghast-Towers Perrin), Jerry has chaired numerous professional committees and is a widely quoted author and speaker on the subject of strategic risk management, ...

Get Asset Allocation For Dummies® now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.