Digital Wealth 2022

TBD

Our Speakers

Speakers

Silvio Stroescu, President at BMO InvestorLine

Silvio Stroescu

President
BMO InvestorLine

Scott Blandford, Executive Vice President, Chief Digital Officer at TIAA

Scott Blandford

Executive Vice President, Chief Digital Officer
TIAA

Peter Lundgreen, CEO at Lundgreen Capital

Peter Lundgreen

CEO
Lundgreen Capital

Doug Besso, CTO at Hightower Advisors

Doug Besso

CTO
Hightower Advisors

Michael Savino, COO at M1 Finance

Michael Savino

COO
M1 Finance

Andrew Altfest, President and Principal Advisor at Altfest Wealth Management

Andrew Altfest

President and Principal Advisor
Altfest Wealth Management

Ainslie Simmonds, EVP, Head, U.S. Digital Client at PIMCO

Ainslie Simmonds

EVP, Head, U.S. Digital Client
PIMCO

George Marootian, EVP, Head of Technology at Natixis Global Asset Management

George Marootian

EVP, Head of Technology
Natixis Global Asset Management

Scott Boyarsky, SVP, Digital Experience Platforms at Fidelity Investments

Scott Boyarsky

SVP, Digital Experience Platforms
Fidelity Investments

Patrick Wilker, SVP, Head of Wealth Management - Emerging Wealth at U.S. Bank

Patrick Wilker

SVP, Head of Wealth Management - Emerging Wealth
U.S. Bank

Koley Corte, SVP and Global Head of Business Transformation at AllianceBernstein

Koley Corte

SVP and Global Head of Business Transformation
AllianceBernstein

Will ORielly, SVP, Director, Investment Consulting Group at SunTrust

Will ORielly

SVP, Director, Investment Consulting Group
SunTrust

Eric Larkins, SVP, Director Of Strategic Solutions at Suntrust Private WM, Suntrust (Now Truist)

Eric Larkins

SVP, Director Of Strategic Solutions
Suntrust Private WM, Suntrust (Now Truist)

Alison Congdon, SVP, Product Management at PIMCO

Alison Congdon

SVP, Product Management
PIMCO

Elizabeth Kelly, SVP of Growth at United Income from Capital One

Elizabeth Kelly

SVP of Growth
United Income from Capital One

Bryce Bushell, Head Of Wealth Management Digital Advisor Tools at UBS

Bryce Bushell

Head Of Wealth Management Digital Advisor Tools
UBS

Brian Stimpfl, Head of Enterprise Product Management & COO of Advisory Services at Prudential Financial

Brian Stimpfl

Head of Enterprise Product Management & COO of Advisory Services
Prudential Financial

Joe Nadreau, Managing Director, Innovation & Business Strategy at Wells Fargo Advisors

Joe Nadreau

Managing Director, Innovation & Business Strategy
Wells Fargo Advisors

Thomas Kelly, Managing Director, Global Head of Digital at Legg Mason

Thomas Kelly

Managing Director, Global Head of Digital
Legg Mason

Konstantin Vilk, Head of Technology, Head of Cybersecurity at Portola Partners

Konstantin Vilk

Head of Technology, Head of Cybersecurity
Portola Partners

Kunal Vaed, Managing Director, Head of Digital - Self Directed Investing at JPMorgan

Kunal Vaed

Managing Director, Head of Digital - Self Directed Investing
JPMorgan

Henry Detering, Managing Director, Global Marketing at Lazard Asset Management

Henry Detering

Managing Director, Global Marketing
Lazard Asset Management

Brian Stewart, Head of Client Experience Quality at Vanguard

Brian Stewart

Head of Client Experience Quality
Vanguard

Anish Shah, Head of Digital at BNY Mellon Wealth Management

Anish Shah

Head of Digital
BNY Mellon Wealth Management

Rod Sayegh, Head of Digital Strategy at Fiduciary Trust Company International

Rod Sayegh

Head of Digital Strategy
Fiduciary Trust Company International

Jay Wightman, Head of Digital Experience at John Hancock Investment Management

Jay Wightman

Head of Digital Experience
John Hancock Investment Management

Thomas Pening, Head of Marketing Intelligence & Technology at John Hancock Investment Management

Thomas Pening

Head of Marketing Intelligence & Technology
John Hancock Investment Management

Frank Filippis

Head Of Asset Management Technology
Rockefeller Capital Management

Mike Balsam, VP Product Management Wealth Online and Mobile at Wells Fargo

Mike Balsam

VP Product Management Wealth Online and Mobile
Wells Fargo

Kerry Sette, Vice President, Head of Consumer Insights & Research at Voya Financial

Kerry Sette

Vice President, Head of Consumer Insights & Research
Voya Financial

Tricia Haskins, VP, Digital Strategy & Platform Consulting at Fidelity Investments

Tricia Haskins

VP, Digital Strategy & Platform Consulting
Fidelity Investments

Lily Li, VP of Private Bank Innovation at Citi

Lily Li

VP of Private Bank Innovation
Citi

Allen Rodrigues, VP, Innovation and Development at Ameriprise Financial

Allen Rodrigues

VP, Innovation and Development
Ameriprise Financial

Patrick Leary, VP, UX Manager at AllianceBernstein

Patrick Leary

VP, UX Manager
AllianceBernstein

Priya Sajja, VP of Product Management at BNY Mellon

Priya Sajja

VP of Product Management
BNY Mellon

Jin Chung, VP, Digital Strategy & Marketing at Eaton Vance

Jin Chung

VP, Digital Strategy & Marketing
Eaton Vance

Daniel Aguillon, VP, Digital Platforms at Advisor Group

Daniel Aguillon

VP, Digital Platforms
Advisor Group

Dan Sachar, VP, Enterprise Innovation at Ladenburg Thalmann Financial Services

Dan Sachar

VP, Enterprise Innovation
Ladenburg Thalmann Financial Services

Chrisinda Mowrer, AVP Consumer Engagement and Loyalty at Voya Financial

Chrisinda Mowrer

AVP Consumer Engagement and Loyalty
Voya Financial

Ilan Davidovici, Client Experience Leader at Edward Jones

Ilan Davidovici

Client Experience Leader
Edward Jones

Brian Shapiro, Chief Strategy Officer at Private Client Resources

Brian Shapiro

Chief Strategy Officer
Private Client Resources

Andrew Besheer, Head of North America at Appway

Andrew Besheer

Head of North America
Appway

Neal Siganporia, Solutions Evangelist at Moxtra

Neal Siganporia

Solutions Evangelist
Moxtra

Alexandre Kech, CEO at Onchain Custodian

Alexandre Kech

CEO
Onchain Custodian

James Rockwood, Founder at CapIntel

James Rockwood

Founder
CapIntel

Olga Rodriguez, Program Director at Digital Wealth

Olga Rodriguez

Program Director
Digital Wealth

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.