35 years, financial management. CPA, CFO of public company, Master's in taxation, Price Waterhouse, tax structuring, Estate and trust taxation. Design of financing tool for seniors using residential remainder interests. Successful lobbying to change IRC Sec 121(d)(8) tax law.

25 year actuarial career. Founder of Actuarial Management Corp, grew to 25 employees,, 20 insurance plans. AMC was acquired by NYSE traded Independence Holding Comp. Oversaw 6 divisions, 300 employees, SEC reporting, board presentations, $240MM in premiums.

Bart served as President of Financial Freedom Senior Funding Corporation. . He drove 7X growth in volume (7,000 loans to 49,000) and 12X growth in dollars ($415.7 million to $5.0 billion).
He served as Chairman (2007 - 2009) of the industry trade group in (NRMLA - National Reverse Mortgage Lenders Association), and is on its Board of Directors.

25 years of real estate portfolio mgt, asset pricing and future appreciation forecasting. His Ph.D is Modern Real Estate Portfolio Management, with a concentration in Financial Engineering and Derivatives.
Former Managing Director of Charles Schwab Global Real Estate Research and Analytics. Former Director of Research at BRE Properties REIT division.

25 years in advertising. SVP of Olgilvy & Mathers, Ketchem Communications, Hal Riney & Partners. Founder of Lifestage Matrix Marketing, specializing in the older demographic, cohort segmentation, lifestage interactions, apps for advertising and marketing to seniors. Authored two books. BA Princeton, MBA Stanford.