January 16, 2016

Advisory Board

Thomas J. Stanley, Ph.D.

Chair, Advisory Board, 2013-2015

Dr. Thomas J. Stanley served as the chair of the Advisory Board for Data Points from 2013 until his death in 2015. Dr. Stanley was America's foremost authority on the affluent, and was a respected researcher, advisor, and author of several highly regarded, award winning books on America's wealthy population. He was the author of The Millionaire Next Door and The Millionaire Mind.   These books spent more than 170 weeks combined on the New York Times' Best Sellers list. His work has been cited in the national media, including The Wall Street Journal, The New York Times, Forbes, Fortune, Time, Money Magazine, U.S. News and World Report, and USA Today. Dr. Stanley was also chairman of the Affluent Market Institute through which he has developed research based marketing and selling strategies for identifying, attracting and retaining wealthy clients. Dr. Stanley received his doctorate in business administration from The University of Georgia. He was a university professor for 20 years, leaving to pursue a career in research and writing about America's millionaires. At Georgia State University, he was named Omicron Delta Kappa's Outstanding Professor.

    James C. Beaty, Ph.D.

    Advisory Board

    In his advisory board role, Dr. Jim Beaty advises Data Points in its analysis of more than 40 years of behavioral finance data to maximize the prediction of individual wealth building potential for financial services organizations and their clients. Dr. Beaty specializes in the development of biographical data (biodata) inventories for predicting a wide range of behavioral outcomes. He currently serves as the Director of Operations for The Crossing, managing over 50 team members and 1000+ volunteers for the church that welcomes 3000+ attendees to its services every Sunday. Prior to his current role, Dr. Beaty served as Chief Scientist for ePredix and (post-acquisition) PreVisor, providing technical expertise and leadership in psychometrics and personnel selection to 50+ Industrial psychologists throughout his tenure. During his tenure, he has conducted multiple large-scale research studies demonstrating the value of statistical relationships between scientifically developed pre-employment assessments and employee job performance. He has presented and published articles on psychometrics, personnel selection, personality, job performance, and unproctored testing. Dr. Beaty completed his Ph.D. in Industrial and Organizational Psychology at Colorado State University in 2000.

      John Grable, Ph.D., CFP®

      Advisory Board

      Professor John Grable teaches and conducts research in the Certified Financial Planner™ Board of Standards Inc. undergraduate and graduate programs at the University of Georgia where he holds an Athletic Association Endowed Professorship. Prior to entering the academic profession he worked as a pension/benefits administrator and later as a Registered Investment Advisor in an asset management firm. Dr. Grable served as the founding editor for theJournal of Personal Finance and co-founding editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, psychophysiological economics, and behavioral financial planning. He has been the recipient of several research and publication awards and grants, and is active in promoting the link between research and financial planning practice where he has published over 100 refereed papers, co-authored two financial planning textbooks, and co-edited a financial planning and counseling scales book. Dr. Grable currently serves on the Board of the Financial Therapy Association, and he writes a quarterly column for the Journal of Financial Service Professionals.

        Aaron Haimovitz

        Advisory Board

        Mr. Aaron Haimovitz has over 18 years of experience in technology solutions for an array of verticals that range from financial services, health care, telecommunications, to retail. With focus on innovative products and user experience, Mr. Haimovitz has led teams at both publicly traded and start-up companies. His passion is to conceive, build, market and sell platforms and mobile apps. Mr. Haimovitz holds a Bachelors of Arts in Political Science from the University of Rochester.

          Noel J. Sitzmann

          Advisory Board

          Mr. Noel Sitzmann has a 20-year track record of acquiring, building, operating and selling businesses.  In addition to sourcing transactions and raising capital for his own deals, Mr. Sitzmann has advised businesses of all sizes on raising money, growth strategies, and exit strategies. In his current role as CEO of Focus Pointe Global (FPG), Mr. Sitzmann is leading the effort to find innovative ways to propel growth.  Since joining FPG in 2012, the company has launched several new service offerings and has grown from 10 facilities to 18 to become the nation’s largest provider of focus group qualitative research. Prior to FPG, Mr. Sitzmann served as President and CEO of PreVisor, Inc., a pioneering leader in the field of cloud-based talent management assessments.  Under his leadership and acquisition strategy, PreVisor grew to become the world’s largest provider of talent measurement products and services, and one of the largest companies in the talent management industry. Mr. Sitzmann holds a Bachelor of Science from Marist College and an MBA from Fordham University.