Russell Wayne, CFP®
Sound Asset Management is an independent financial advisor based in Weston, Connecticut serving clients in the greater New York tri-state region and throughout the U.S. The company was established by N. Russell Wayne, a Certified Financial Planner® and a NAPFA-Registered Financial Advisor.
Mr. Wayne was associated with the prestigious Value Line organization for more than 23 years. Among his roles at Value Line were Managing Editor of The Value Line Investment Survey, the world’s largest circulation investment advisory publication, Executive Editor of The Value Line OTC Special Situations Service, Portfolio Manager with Value Line Asset Management, and Portfolio Advisor to the Value Line Mutual Funds. In addition, he was a pioneer in the development of stock selection software for personal computers.
Thereafter, he was Vice President and Chief Investment Officer with Heine Management Group, Inc. Clients for whom he has managed portfolios include Xerox, Texas Utilities, National Maritime Union, and United Cerebral Palsy Association.
Mr. Wayne has been a featured guest on television, including CNN and the Bloomberg Network. He has been quoted in leading periodicals, including The Wall Street Journal, Barron’s, Business Week, Kiplinger’s Personal Finance, The Wall Street Transcript, The New York Times as well as Investopedia.com, Nasdaq.com, Facebook, and Twitter.
Mr. Wayne earned his B.A. and M.B.A. at Hofstra University. He earned his Certificate in Financial Planning from Florida State University and has pursued postgraduate studies at New York University School of Law. He is listed in Who’s Who In The East, Who’s Who in Finance and Industry, Who’s Who in America, and Who’s Who in the World.
Mr. Wayne is the author of several published works, including Markets, Myths, and Memories, which came off the presses in November 2010. His latest is an e-book, Live Well and Sleep Well with Your Investments Now and When You Retire.
As your Personal Financial Advisor, we would work with you to develop a complete plan for your financial situation, including budgeting of income and expenses as well as what you will need to do to prepare for important changes ahead. We would be pleased to hear from you to learn what we can do together, to provide you with sound Financial Planning Advice to get you comfortably on your way to a secure future.