Study Group: Discount/Online Brokerage Services Experts(?)

Patrick Young is Chairman of The Danube Project and is establishing a new CEE/SEE boutique investment bank in the Balkans. Mr. Young is a leading independent expert on exchanges and market structure with over 20 years of experience in various aspects of markets including derivatives. He has served as...

Barbara Fraser was Senior Vice President, Global Brand Strategy for American Express; she was one of the company's top 50 executives until her retirement in August 2006. During her five years at American Express, Ms. Fraser also served as Executive Vice President, Products and Chief Marketing Officer...

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial products such as mutual funds, variable insurance...

David White is an Australian-based independent consultant specializing in securities and banking products, fixed income, equity and credit derivatives, as well as stock exchange and futures exchange regulation. From Mar 1995 - Apr 1999, Mr. White was an Executive Director and Commissioner at Securities...

Josh Levy is Executive Director of Tactical Asset Management, an FX investment advisory and capital management corporation. Mr. Levy founded the firm in 2004 and also serves as Investment Manager; he has over 18 years of FX-specific experience. Previously, Mr. Levy was a senior inter-bank foreign-exchange...

Robert Mazzarella has over 33 years experience in the securities industry, including 18 years at Fidelity Investments. He retired as the President of Fidelity Brokerage Services, LLC in February 2002. As President, Mr. Mazzarella had overall responsibility for all of Fidelity’s retail brokerage products...

Harnath Sithamraju is an Australia-based independent consultant involved in investment banking activities and project consultancy and also practicing as an Accountant. Mr.Sithamraju was an Associate at Admiralty Group, a US-based investment banking consulting firm. He was responsible for providing advisory...