Our People


Eric Berg

Eric N. Berg, CPA, CFA spent 23 years as a top-ranked equity-research analyst following the insurance, asset man­agement, and wealth management industries at Lehman Brothers, Oppenheimer & Company, and the Royal Bank of Canada. In his most recent role, Mr. Berg spent nearly a year in India as CFO of Aviva India, the joint venture in India of U.K. insurer Aviva plc. 

Eric Wiznia

Marc Wiznia is the lead consultant for With You in Mind’s asset management practice. In an ongoing career devoted to financial services business management, he has held key business development roles at CIT Group, Prudential, JPMorgan Chase, and most recently Voya Financial, where he was head of business development, strategy, and innovation.


Sam Harlan

Stuart (Sam) Lippe has been a student of the health care business for more than 25 years, serving in a research or portfolio-manager capacity for some of the best-known names in health care investing including the Howard Hughes Medical Institute and Alliance Bernstein. Most recently, Mr. Lippe was Head of Office and the lead health care investor for RBC Asset Management. 


Margot Slade

Margot Slade is Editorial Director of With You in Mind. A former senior editor at The New York Times, Ms. Slade has served as Editor-in-Chief of Consumer Reports, a Global Managing Editor at Bloomberg News, and in content leadership positions at digital startups and other established media brands. She has created scores of editorial products that show­case major trends ahead of the competition and maximized audience engagement.