Martin Leinwand, President
Educational Background
Boston University, BA, Psychology

Professional Qualifications & Work Experience
After a seven year career designing and building software, Martin left his position as a Development Manager at IBM to pursue his vision of applying computer technology to make the production of personal financial plans economically viable in the financial services industry.

Martin co-founded The Consumer Financial Institute (CFI), and working with Digital Equipment Corporation, Polaroid, First National Bank of Boston and fifteen major banks, CFI developed the first commercially viable, high-volume, fully-automated financial planning reports. When the technology was adopted by E. F. Hutton, Merrill Lynch and Shearson, the first phase of the vision was realized.

In 1986, CFI was acquired by Price Waterhouse in order to expand its executive planning services to a wider audience. Martin became the Managing Partner of the Price Waterhouse office in Waltham, MA.

In 1991, Martin and a group of key managers left Price Waterhouse to form Archimedes Systems, an employee-owned, leading edge firm, specializing in highly personalized, high volume, financial communications. The target market for Archimedes consists of national firms who demand best-of-class services to meet the exacting standards of their clients. These firms seek a high degree of customization to support one-to-one marketing strategies, along with full automation, rapid turnaround and the highest degree of quality control and reliability. At the same time, they want short lead times for project development and affordable production budgets. Martin relishes the leadership challenge of meeting these often conflicting demands.

Joel Karasik, Director, Retirement Solutions & Marketing
Educational Background
Alfred University, BA English Literature
NYU Law School, Juris Doctor
NYU Graduate School of Law, Master of Laws in Taxation

Professional Qualifications & Work Experience
After practicing financial planning at a number of legal and accounting firms, Joel became Director of the Personal Financial Planning Department at Shearson Lehman Brothers and then at Dean Witter. In these positions, Joel designed and rolled out the Personal Review Outline (PRO) and the Pre-Retirement Income Management Evaluator (PRIME). Under his guidance, tens of thousands of asset allocation and retirement plans were delivered and successfully implemented through the firms' brokers.

The production system for these plans was built and operated by the Personal Financial Services division of Price Waterhouse, which later provided the key personnel who formed Archimedes Systems. Based on the technical and marketing expertise that Joel had developed for these Wall Street leaders, he was recruited by Price Waterhouse to help them develop and expand the use of this technology at other financial service clients.

At Archimedes, Joel has focused on the retirement planning marketplace, and has spearheaded the design and development of a number of web-based 401(k) proposal ordering and delivery systems. He was also instrumental in developing paper and web-based planning tools and proactive participant communication systems for the post-enrollment market. Joel's clients include Salomon Smith Barney, Morgan Stanley Dean Witter, Putnam Investments, John Hancock Financial Services, AIM Retirement Services, Wells Fargo, The Equitable, Merrill Lynch, Fidelity Investments and American Express.

Mary Nickeson, Director, College Planning Solutions & Marketing
Educational Background
Simmons College, Master of Science in Communication Management, Beltz Prize for Academic Excellence
Harvard University, Graduate Certificate of Special Studies in Administration and Management
Radcliffe Institute for Advanced Studies, Graduate Studies in Administration and Management
Boston College, Graduate Studies in Education
University of New Hampshire, BA, Psychology

Professional Qualifications & Work Experience
Mary has over eighteen years of experience in marketing, marketing research and communications, product development and management, business development, and client services. During this time, she has focused extensively on the education planning marketplace, including the marketing and development of personalized online applications and communications tools that inform and motivate families and investors to make solid college planning, selection and investment decisions. She joined Archimedes in 1998.

As Director of College Planning Solutions & Marketing at Archimedes, Mary and her team have delivered a myriad of innovative and customized college planning applications to meet the quickly evolving communication and strategic marketing needs of the largest mutual funds, banks, securities brokerage and insurance companies, and educational marketing companies. The college planning solution team's clients also include 529 managers and marketers, education lenders, life-works services companies, and other providers and marketers of education financial products and services. Prior to her corporate experience, Mary was a high school career consultant.

Richard Baughman, Vice President, Systems
Educational Background
Harvard University, BA Economics

Professional Qualifications & Work Experience
Rich is Chief Technology Officer for Archimedes and a Director of the firm. As the founding member of the current Systems team, Rich joined our predecessor firm, the Consumer Financial Institute, in 1981. The author of the firm's proprietary text processing language, he has been a key contributor on many of the financial planning products Archimedes has developed over the years.

Rich is responsible for new technology initiatives, R&D activities, and new product implementation. He creates hardware and software standards for the company and oversees the design and development of systems and products to support our clients and our internal systems. Rich has evaluated and installed successive generations of UNIX-based computer hardware, networking, and high-speed electronic printing systems. He has managed Archimedes' technology migration from batch-based paper production systems to state-of-the-art web-based education and retirement planning tools that provide secure, single-signon integration with Archimedes' clients' advisor and retail-based web platforms.