Look around; everything has changed—and it will continue to change.
Nothing new there. What is new are the people that can make you grow faster, more knowledgeable, efficient, better decision makers, and more effective employers and they are now at your fingertips—a digital workforce—for you to read, study and connect with. IRIS is a collection of vetted experts, in unique areas that offer information and services to make managing your business and interacting with your clients more impactful. We also offer a little candy that will help make your clients even stickier. We won’t bug you by trying to sell you things, provide editorials, or musings about who’s moved where—others do that very nicely. IRIS is not about the people behind it, it’s about all of the experts on the site sharing their knowledge and giving you something new and different to absorb and think about.
Pardon us if we’re a little disruptive along the way—after all, we do want your attention.
Tai-Chin Tung is the CEO of IRIS. She has over 30 years of experience in the investment industry, having held executive leadership roles in the United States and abroad. Tai-Chin’s multi-disciplined experience and multi-functional approach underpins her solution-oriented investment approach. Through her experience as a member of both Fidelity’s Asia Operating Committee and Charles Schwab Asset Management’s Investment Committee, Tai-Chin developed a unique combination of investment and distribution expertise that benefits a wide range of clients. In addition, her Operations background, spanning various geopolitical environments, enables her to take a global perspective in offering options and solutions for clients. Since departing from Fidelity, Tai-Chin has dedicated her energy in organic farming, education, retirement planning and medical aspects of finance to promote general well beings of end clients. Her work focuses on investing directly in pre-public stage companies who have clear missions to create good and on providing strategic directions to private companies in the areas of growth and operating leverage.
Douglas Heikkinen, Founder, is the Editor of IRIS. He has over 25 years of experience as a marketing and communications professional and creative services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business. He co-led two successful start-ups in 2004 and 2008—M Financial Wealth Management and FiligreeAdvisors and in 2009 he became President of a Northwest brand/design agency. Prior to that he spent 13 years at Schwab Advisor Services where he was instrumental in all aspects of the areas growth and maturity. Contact him at email@example.com
Sarah Haase, Vice President of Business Development, comes to IRIS as a polished 20-year veteran in financial media space and all of its inter-workings. In an industry crowded with media outlets, Sarah is charged with providing and delivering value to our partners through all of our outreach programs. What she’s most excited about is being able to make a difference in the lives of advisors, and to those who are trying to reach them. Sarah joined our efforts specifically because of our mission, to be the most helpful and positive place advisors can come to grow their businesses. Sarah finds fulfillment in helping partners — big and small; new and established — to enhance their voice to the advisor market to make an impact. Success is seeing positive results from their collaboration and to always be on. Contact her at firstname.lastname@example.org
Jakie Kangas Beard, Vice President of Marketing, comes to IRIS with more than 15 years of marketing, communications and event management experience in the financial services industry. She has built a deep understanding of Advisors, investors and the challenges they face through her work at Wells Fargo Wealth Management, Schwab Advisor Services and Schwab Corporate Services. She is excited to help Advisors find new ways to strengthen their relationships with clients and grow their businesses with IRIS. Jakie can be reached at email@example.com
Ian Smith, Head of Technology. Ian has a savant level Systems Theory and has been an Agile Programmer for 20 years in 20 languages. Ian specializes in complex problem-solving in software architecture, data forensics, cross-platform integration, automation, and possess a high level of knowledge and experience in Network and OS Security, Systems Theory, and project leadership. A small list of achievements include: teaching Linux at NASA, writing partition tables in hexadecimal for partition recovery, mapping Living Systems to software models, Forex arbitrage network, fractal market predictions, and creating an RSA cryptocurrency in 2002 with a double spend solution similar to Ripple.
IRIS Media Works, LLC