OUR TEAM
Robert L. Padgette, CFA, CIMA
Managing Director,
Founder
For more than 25 years, Bob Padgette has been a driving force in the
development of new products and services for the investment and
financial services industries. Prior to founding Klein Decisions in
2002, Bob was the Chief Executive Officer and founder of Möbius Group,
Inc., a leading provider of software and data for investment
professionals. Bob began his investment career at Kidder, Peabody
& Co., where he last served as Vice President and National Director of
the PRIME Asset Consulting Group.
During his career Bob has been very active in IMCA,
serving on numerous committees and helping develop IMCA's Consultant
Performance Presentation standards. He received the Steve Kessler annual
writing award in 1997 from IMCA and the Pioneer Award from the Money
Management Institute in 2003 for his overall contributions to the
managed accounts industry. He is currently a member of the Methodology
Committee at the Retirement Income Industry Association (RIAA).
Bob receive both a BSEE and an MBA from Duke
University. He is a Chartered Financial Analyst (CFA) and a Certified
Investment Management Analyst (CIMA). He is also an active member of
AIMR, IMCA, and RIIA.
Sally Atwater
Director, Finance and
Operations
Sally Atwater brings to Klein Decisions 10 years in
the financial and investment software industry along with
10 years experience in managing financial and accounting operations,
including positions as Business Manager, Controller, and Chief Financial
Officer.
Sally began her career in the Business and Finance
Division of Duke University and later directed the financial and
business operations of a major law firm. In this role, her experience
and interest in the application of technology to estate planning issues
grew. She left the firm to accept the position of Chief Operating
Officer for Leonard Financial Planning Systems, launching the second
phase of her career in the financial services technology industry.
Prior to joining Klein Decisions, Sally played a
key strategic role in the growth and success of Mobius Group as Director
Finance and Operations and later as a Vice President in the Investment
Services Division of CheckFree Corporation.
Sally holds both a BS in Management Sciences and
Accounting and an MBA in Finance from Duke University.
Ted A. Ponko, CFA
Senior Product Analyst
Ted Ponko has over 20 years experience in mutual fund management,
investments, portfolio analytics, and retirement plan design. He has
served as Chief Investment Officer for the Actuarial Consulting Group,
Richmond, VA, and Glenwood Capital Management, Raleigh, NC.
Ted received a B.A. degree from the College of
William and May in Virginia. He subsequently earned his M.A. and PhD from
the University of North Carolina in Chapel Hill. In addition to being a CFA
Charterholder, he is a Chartered Financial Consultant (ChFC) and a Certified
Employee Benefits Specialist (CEBS®).
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