Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the company's Diversity & Inclusion committee.
Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. In 2016, Investment Advisor magazine named Healy as one of the industry's 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. A year later Investment Advisor magazine put Healy on its annual list of the 25 most influential people in the industry. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.
She is a trustee for the Foundation for Financial Planning, a member of the Invest in Others board, and is a founding member of the CFP Board's Women's Initiative (WIN) Council and sits on the Center for Financial Planning's Advisory Council.
Healy has spent more than 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry.
Before moving to her full-time advocacy role in July 2017, Healy was managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and programs to help increase awareness and deepen relationships with nearly 5,000 independent RIAs that custody with TD Ameritrade Institutional.
Healy, who joined TD Ameritrade in 2008, previously served as a director of marketing responsible for promoting the firm's technology and investment products offerings, as well as supporting the firm's advocacy and client loyalty efforts.
Healy holds a Bachelor of Arts in economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.
George Tamer oversees a team that works to help independent advisors achieve their business goals by helping them implement industry best practices including marketing and business development, workflow processes, and technology usage.
Tamer joined the company in 1996, where he has held various management positions in online product development and client service. He and his team have worked with many advisors to help improve productivity and become more efficient through the use of TD Ameritrade's technology platform.
He graduated with a B.A. in political science from the College of the Holy Cross in Worcester, MA. and holds an M.B.A. in marketing from Baruch College's Zicklin School of Business. George is currently completing the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association, at the Wharton School of Business.