Demystifying financial planning
and investing
Tiffany Kent
Certified Financial Planner ™
Tiffany@Wealthengagement.com
Meet The Team
Tiffany Kent,
Certified Financial Planner ™
Tiffany Kent is the founder of Wealth Engagement LLC, an independent investment management and financial planning firm. With over 25 years of experience as a Wall Street equity research analyst and portfolio manager at esteemed institutions such as Goldman Sachs and Alliance Bernstein, Tiffany has established herself as a trusted figure in the industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) with a deep commitment to empowering individuals, particularly women and those navigating significant life transitions.
Tiffany holds a Bachelor's degree in Economics from the University of California, Berkeley, and an MBA from Harvard Business School.
Richard Lurie,
Chief Compliance Officer
Richard Lurie is a seasoned Information Technology professional with 40 years of industry experience, including over 25 years at IBM and 15 years in the IT research sector. He currently serves as the Chief Compliance Officer at Wealth Engagement LLC.
Richard holds an MBA in Marketing from Harvard Business School (1964-1966) and a Bachelor of Science in Mechanical Engineering from Purdue University (1960-1964), where he also served as President of the Interfraternity Council.
His extensive experience and educational background make him a pivotal asset in navigating the complex regulatory environment of financial services.
Marc Borrelli, Chartered Financial Analyst, CFA
Marc A. Borrelli is a seasoned professional with over 30 years of experience in executive roles. As Principal at Kaizen Solutions LLC since 2015, he specializes in coaching business leaders in Atlanta, GA, to drive sustainable growth and improve cash flow. He also holds significant roles at Joe Tools and US Strategic Capital Alternative Income Fund, contributing to finance management and strategic growth. His extensive background includes leadership positions at Corporate Finance Associates Inc., Pegasus Partners LLC, and other firms in corporate finance and real estate.
Marc holds an MBA and a JD cum laude from Tulane University, and a BA in Economics from Reading University. He is a Chartered Financial Analyst and actively contributes to professional communities and volunteer work.
Speaking Events
She Leads GA
Conference 2022
She Leads GA
Conference 2019
Presentation to Emory Business School
April 2024
Invest Wisely
Livestream Webinar 2023
GWBC
Webinar 9/28/2022
