A Team Approach

Benjamin Lavine, Chairman, Chief Investment Officer

As CIO, Ben works closely with 3D’s investment committee to refine and enhance the investment architecture underlying 3D’s ETF managed portfolios used in the firm’s wealth management and retirement programs. Ben is a Chartered Financial Analyst and has over 18 years of investment experience covering global investment management and institutional consulting.

Wayne Connors, Principal

For 25 years, Wayne has worked in the investment industry – as a financial advisor, portfolio manager and investment strategist building asset allocation portfolios using low-cost index funds and exchange-traded funds (ETFs). Wayne's experience has included working with individual investors, financial advisors, corporate retirement plans, municipal pensions, and union retirement plans. Wayne holds an MBA in Financial Planning and is an Accredited Investment Fiduciary®.

John O'Connor, Principal

John co-founded 3D Asset Management in 2006 specifically to provide advisors, RIAs and independent BDs with cost-effective investment solutions and value-added practice management programs. He began his career in early 1982 with the independent firm, North American Investment Corp, filling roles in the back-office, marketing, product management and as an on-the-road wholesaler. John's entire career has been focused on providing brokers and advisors with innovative products and top quality support in the RIA and independent and insurance-affiliated BD channels.

Tom O'Connor, Chief Technology Officer

Tom O'Connor joined 3D Asset Management in 2009 with more than five years of experience in information technology. As Chief Technology Officer, Tom is responsible for the selection and implementation of the firm's technology, data management, reporting and key partner interfaces; in addition to helping to define and drive strategic marketing initiatives.