Broker Check

Edelman Wealth Management Advisory Board

The Edelman Wealth Management Group Advisory Board is made up of a group of Philadelphia-area executives to help advise the firm on how to better serve its clients and share best business practices. The group meets once a quarter.


Michael Eidel, Attorney and Partner at Fox Rothschild, LLP

 

Eidel is an experienced litigator in commercial, employment, competition, real estate, and intellectual property matters. He represents a broad range of clients, including:

  • consumer products companies
  • pharmaceutical companies
  • banks
  • technology companies
  • insurance companies
  • a national manufacturer and distributor of mailing equipment
  • a national propane manufacturing and distribution company
  • movie studios
  • law firms


Eric Rifkin, CPA

 

Rifkin has been a registered CPA since 1983 and has been an Edelman Wealth Management Financial Representative since 2010. He started his own accounting firm in 1988.

He takes pride in establishing lasting relationships with clients by providing quality service and creating a bond of trust. He thinks of each one of his clients as not just a business associate but also a friend.


B.J. Schecter, former Sports Illustrated Executive Editor

 

B.J. Schecter spent 20 years as a reporter, writer and editor at Sports Illustrated. His responsibilities include running the magazine’s investigative and enterprise unit, managing content and columnists for the website, working closely with editors and writers at the website and magazine to integrate SI and SI.com, cross-platform projects and managing Sports Illustrated’s internship program. He is also the editor of the recently launched college football website Campus Rush.

As a writer, he covered college football and college basketball. As an editor, he edited college football, college basketball, baseball and several special projects, including Crime in College Football, the 50 Most Influential Minorities in Sports, the Great American Sports Atlas, the nation’s top high school programs and more.

 Prior to Sports Illustrated, Schecter spent five years at The Boston Globe, where he was the lead high school writer and also covered colleges. Before that he spent three years at the Middlesex News (now the MetroWest Daily News).

In addition to writing essays, Schecter has severed as a guest lecturer and adjunct professor at Northeastern University, Fordham University, Southern Virginia University, CUNY Graduate School of Journalism and several high schools.

Schecter graduated with honors from Northeastern University in 1996, where he severed as manager for the men’s basketball team for three years.

 

Dan Dizio, CEO and Co-Founder of Philadelphia Pretzel Factory

 

DiZio started selling pretzels at the age of 11 on a busy intersection in Philadelphia, organizing neighborhood kids to work for him in multiple areas of the city.

In 1998, after graduating college, DiZio and his college roommate, Len Lehman, opened the first Philly Pretzel Factory in the Mayfair neighborhood of Northeast Philadelphia. The store was so successful that in the second year potential franchises were approaching him to start franchising the concept.

In 2004, he started Soft Pretzel Franchise Systems Inc., franchising the Philly Pretzel Factor Brand across the Philadelphia region, and now expanding into 12 states.



Chetan Bagga, Managing Director at Archtype Solutions Group

As Founder and Managing Director of Archetype Solutions Group (ASG), Bagga works with mid-market enterprises to build sound, sustainable revenue streams by maximizing the value of their data and customer relationships. ASG’s two arms, Consultancy and Venture Development, have a strong record in healthcare, hospitality, and finance industries.

After graduating from Columbia University with a degree in International Relations, Bagga pursued a career in data analytics with a focus on solving sales and marketing problems. His career started at ZS Associates, developing robust forecasting models and tools to build global sales forces. After ZS, he took on the role of Director of Analytics and Business Development at Meritum Partners in New York.

Bagga built ASG and its partnerships with the ethic of ‘discipline punctuated by opportunism.’ By ensuring sound internal infrastructure and methodically looking at demand for products adjacent to its partners’ core markets, ASG develops innovation that can flourish both quickly and sustainably.

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