About The Advisor Blockchain and Cryptoasset Council

RicEdelman_headshot2

ABCC was conceived by Ric Edelman, one the nation’s most prominent financial advisors. An initial meeting in June 2018, with Paul Pagnato of Pagnato Karp, Ray Sclafani of ClientWise, Alex Potts, CEO of Loring Ward, and Jamie McIntyre of Rewire Capital convinced the group to create a formal organization – hence ABCC.

(Actually, the real name is ABCDEFGHI – The Advisor Blockchain and Cryptoasset Council - Devoted to Developing Economic and Financial Guidance for Holistic Investing. But let’s not get carried away.)

Council Members

Founding Members

Ric Edelman
Founder and Chairman, Edelman Financial Engines

Jamie McIntyre
Founder and CEO, Rewire Capital

Paul Pagnato
Founder and CEO, PagnatoKarp Wealth Management

Ray Sclafani
Founder and CEO, ClientWise LLC

 

Members

Mike Alfred
Co-Founder and CEO, Digital Assets Data

Ryan Alfred
President, Distributed Global

Glenn Barber
Chief Institutional Officer, Invest Voyager

Jamie Barretta
Principal, Barretta Wealth Management, Inc.

Jonathan Boos
Director of Sales, SharesPost, Inc.

Craig Burel
Partner, Reciprocal Ventures

John Burnett
Co-founder, Head of Business Development & Strategy, Omniex

Eric Clarke
CEO, Orion Advisor Services, LLC

Terrence Dempsey
Vice President - Head of Product, Fidelity Digital Assets

Bill Deuchler
Managing Director, Morgan Creek Digital Assets

Tom Eidt
General Counsel, Omniex

Eric Ervin
CEO, Co-Founder, Blockforce Capital

Matt Hougan
Global Head of Research, Bitwise Asset Management

Sam Hull
ConvergeOne

Peter Johnson
Principal, Jump Capital

Pat Larsen
CEO and Co-Founder, ZenLedger

Hu Liang
CEO, Omniex

Jonathan Melton
Director/Institutions, XAPO

Kate Mitselmakher
CEO, Bloccelerate VC

Karl T. Muth
CEO, frst

Zac Prince
CEO, Blockfi

Matt Shapiro
Principal, Multicoin Capital

Ian Sheridan
Managing Director and Co-Founder, Vestigo Ventures

Vince Small
Co-Founder & Principal, AbacasXchange Inc. & Abacas Development LLC

Lex Sokolin
Global Director Fintech Strategy, Autonomous Research

Jack Tatar
Managing Partner, Doyle Capital Management & Editor, Forbes Cryptoasset & Blockchain Advisor

Mark VanRoon
Founder & Principal, AbacasXchange Inc. & Abacas Development LLC

Leonard Velez
Director of Business Development, Blockforce Capital

Karen Wendel
Chief Commercial Officer, KingdomTrust

Cathie Wood
CEO / CIO, ARK Invest

Financial Advisors

Marty Bicknell
CEO and President, Mariner Wealth Advisors

William J. Cafero
RCL Advisors, LLC

Loren Coffman
Director of Financial Planning, Edelman Financial Engines

Ted Cronin
Manchester Capital Management

Charles Cumello
President & CEO, Essex Financial

David Diesslin
Chairman, Diesslin Group, Inc.

Michael P. McCartney
McCartney Wealth Management LLC

David W. Pequet
Founder/CEO, Senior Portfolio Manager
MPI Investment Management

Bonnie Sewell
Founder, American Capital Planning

Jason Shirk
Financial Advisor, Managing Partner, Western Capital Advisers

Cary Stamp
Cary Stamp & Co

What began as a small, invitation-only meeting of forward-thinking and influential individuals is quickly becoming a major organization attracting substantial interest. A number of event sponsors have asked ABCC to present keynote presentations at their conferences, and this has led to programs with Barron’s, Schwab, TD Ameritrade, Financial Advisor magazine, and many others.

ABCC now invites all stakeholders to participate, helping us achieve our mission.
We invite you to contact us if you are:

  • An RIA, or IAR of an RIA

  • A coach or consultant in the financial industry

  • A firm offering blockchain or crypto-related products or services of value to RIAs or their clients

  • A financial regulator

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  • A representative of a financial services trade or professional organization, certification board or related body

  • Thought leader or futurist in exponential technologies generally, or blockchain/crypto specifically, whether in private practice, academia or consulting

  • A member of the financial or tech media with an interest in blockchain/crypto or the RIA community