Todd Fithian

Todd Fithian has literally grown up in the Financial Services industry.  As a member of the third generation of the family in the industry, Todd along with his late brother Scott C. Fithian, were always driven to approach things a little differently than their predecessors.  As Todd often puts it, by starting at a different place, more effective, lasting results will certainly be delivered.

A lifelong entrepreneur, Todd formed his own financial advisory firm in Boston soon after graduating from The University of Massachusetts.  Todd then joined forces with his brother Scott in 1996 to form The Legacy Companies, a consulting company for professional advisors to learn and implement the Fithian’s proprietary “Discovery Process”.  As co-developer of The Legacy Wealth Optimization System®, Todd has consulted with advisors, business owners, corporations and families in the US, Canada and Australia.

Today, Todd is the CEO of The Legacy Companies and a frequent speaker on the subject of Client Discovery and Sustainability.  Although not as often as he would like, Todd continues to spend time consulting with business owners and families, leading them through their own Discovery Process.  

Todd and his wife Debbie have two sons and a daughter.  When he’s away from his work, Todd is often found in a hockey rink behind the bench coaching his two son’s teams. 

Robert E. Falvey

Rob is the Vice President of Client Services at The Legacy Companies.  A veteran of the financial services industry for almost 20 years, Rob has trained and consulted hundreds of Advisors throughout the US and Canada.

Rob oversees Legacy’s client service division and is a valuable resource to the members of Legacy’s various training programs.  As a trainer and facilitator, he works closely with Legacy’s clients to ensure successful implementation of the tools, software and training provided.

Rob’s mission is to assist professionals in understanding the value of discovery.  As a Kolbe certified professional, Rob has been trained to help individuals tap into their unique strengths in order to achieve maximum effectiveness in all that they do.    Through training and consulting Rob acts as a guide to help professionals fully integrate Legacy’s proprietary methodology.

Rob graduated from the University of Massachusetts, Amherst, with a degree in Economics. He resides in Hingham with his wife Laura and their two sons, Jack and Matthew.

Paul G. Schervish

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www.bc.edu/cwp

Paul G. Schervish is Professor of Sociology and Director of the Center on Wealth and Philanthropy at Boston College, and National Research Fellow at the Indiana University Center on Philanthropy.  Dr. Schervish has been a Legacy faculty member since 1997.

He has served as Distinguished Visiting Professor of Philanthropy at the Indiana University Center on Philanthropy and as Fulbright Professor of Philanthropy at University College, Cork, Ireland. He is a board member for the Smith Barney Foundation and senior advisor to the Wealth & Giving Forum, an international round-table for wealth holders to reflect on and discuss their charitable giving in a peer environment.  He has been selected five times to the NonProfit Times “Power and Influence Top 50.”  Schervish is the author of Gospels of Wealth:  How the Rich Portray Their Lives.  Along with John J. Havens, Senior Associate Director of the Center, he authored the report, Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy. 

In addition to being a faculty member of The Legacy Companies of Hingham, Massachusetts, Schervish serves as a consultant to financial and development professionals and to wealth holders on the patterns and motivations of charitable giving, on the moral biography of financial life, and discernment as a spiritual process of conscientious decision-making around wealth and philanthropy. 

He is currently directing the Survey on Wealth, Values, and Philanthropy funded by the Bill and Melinda Gates Foundation.  He received a bachelor’s degree in literature from the University of Detroit, a Masters in sociology from Northwestern University, a Masters of Divinity Degree from the Jesuit School of Theology at Berkeley, and a Ph.D. in Sociology from the University of Wisconsin, Madison.