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Contributors

John Bell

John has two roles at TD Ameritrade: Director of Platform Management for TD Ameritrade’s Investment Products & Guidance and President & COO of TD Ameritrade Investment Management LLC. Both roles involve supporting long-term investors by creating investment portfolios and platform solutions to help them pursue their financial goals.

What’s your greatest challenge in fulfilling that role?

Determining which solutions and products are the most valuable for our clients, then prioritizing and delivering, is the biggest challenge. We have to focus on those things that help our clients the most.

What have you done in the field?

I've been in the financial services industry for over 25 years in a variety of roles in building and implementing products and solutions for retail and institutional clients. The tools and products have changed a lot over that time, that's why focus on the client and their needs is priority.

What’s a “Golden Rule” you live by? 

Think like a contrarian. I believe a lot of investors follow the herd mentality. I always try to look at things with a healthy level of skepticism so that I don’t fall into the trap of following the herd over a cliff.

When not working you can find me …

Spending time with family, investing in the stock market, reading, playing golf, walking my dog, listening to my favorite podcasts and playing fantasy sports. I find rotisserie baseball is analogous to investing; do your research and stick to a plan so that you can win over the long term.

Tell us something the world doesn’t know about you.

As a kid, I was terrified of public speaking. My 5th grade teacher, hoping to push me out of my comfort zone, cast me as Abraham Lincoln in a school play. I had to memorize (no notes were allowed) the Gettysburg Address and deliver it to the entire school plus several hundred parents. I was completely overwhelmed, to say the least, but powered through it. To this day, I remember most of the Gettysburg Address and I don’t fear public speaking anymore.  

Meet the Team
Amy Charest

Amy writes financial services content for a variety of channels and has a diverse background.
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Ben Estep

I’ve always loved investing and analyzing businesses. After working in retail management for many years ...
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Brian Lund

Brian is a financial writer with over 25 years of trading experience. He has appeared on CNBC...
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Chesley Spencer

Chesley Spencer is Product Manager, Trading, for the thinkorswim® trading platform from TD Ameritrade.
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Dan Rosenberg

Dan began writing about the financial markets in 1996 when he joined Dow Jones Newswires in Chicago ...
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Danielle Erickson

Danielle Erickson is the Manager, Government Reporting Solution, in Tax Services for TD Ameritrade.
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David Kier

I love helping people and getting the right answer. I also am in charge of development for thinkorswim charts, scanning, and thinkScript.
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David Settle

David is a Content Manager for Investools, TD Ameritrade’s education affiliate...
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Debbie Carlson

Debbie got her start in financial media writing about commodity futures markets...
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Doug Ashburn

Doug Ashburn is managing editor of The Ticker Tape and a self-described "trader masquerading as a journalist."
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Frederic Ruffy

Frederic Ruffy is a Senior Options Strategist at Trade Alert, a New York-based provider of data and research for institutional...
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Greg Loehr

Greg has been a professional trader since 1990, having started from the floor of the Chicago...
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Jennifer Waters

is an award-winning, Chicago-based writer who has covered business and personal finance...
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JJ Kinahan

JJ began his career in 1985 as a Chicago Board Options Exchange...
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John Bell

John is Director of Platform Management for TD Ameritrade’s Investment Products & Guidance and ...
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John Hart

I’m the Managing Director, Trading Products Development. It’s a long title, which is ...
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Kevin Hincks

Kevin Hincks is the co-host of “Swim Lessons,” the show heard daily on the thinkorswim® platform from 10:30 a.m.–noon CT.
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Lule Demmissie

Lule develops investment products and services to power the long-term investing experience utilizing managed ...
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Matt Newman

Matt serves as TD Ameritrade's Tax Systems Manager.
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Matt Sadowsky

As Director of Retirement and Annuities, I manage a team that coordinates the products, tools...
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Peter Klink

Peter Klink is Director of Modeling & Exposure Management for TD Ameritrade.
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Ryan Campbell

Ryan is a content manager for Investools. He composes educational courses...
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Scott Connor

Scott spent 25 years as a member of the CBOE before joining TD Ameritrade in 2007.
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Shawn Cruz

As a content specialist, I constantly try to stay on top of what’s currently impacting the markets so we can ensure we are providing tools and resources that are beneficial to our clients.
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T.J. Neil

T.J. Neil is a senior trading specialist for TradeWise Advisors.
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Tom White

Tom is Chief Strategist at TradeWise, a separate but affiliated company that...
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