Past Speakers (2019)
Chief Product Officer
Alexandria is a versatile product lead who has excelled at bringing valuable mobile and website products into the digital marketplace. She's looked to as a resourceful and hardworking individual who collaborates well, is innovative and strategic, has excellent problem-solving capabilities, possess an agile mindset, is a great communicator, and is able to successfully create a vision and execute on it.
COIN by John Hancock
Megan is just as comfortable leading a boardroom meeting for her impact investment startup as she is guiding an expedition in the wilderness, building a mountain yurt (look it up!), or winning a three-day 444-mile canoe race with a team of amazing women. Her journey as a professional expedition leader, non-profit worker and eventually, analyst at John Hancock, left her with a strong passion for environmental sustainability and empowering people financially.
When setting out to start saving for the first time, she experienced first-hand how difficult it is to understand and ensure that your savings are being invested in a sustainable and impactful way. She and a small founding team were inspired to build a platform that made it easy for any person to understand the impact of their money, and better align their investments with their values. Megan and the team launched COIN earlier this year to help people consciously invest.
Altfest Personal Wealth Management
Andrew Altfest advises clients on their personal finances and drives financial planning strategies across the firm. He is an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.
For the past 16 years, Andrew has spearheaded several initiatives to expand the firm, including organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group. He also has encouraged further formalizing investment processes and led the introduction of a new technology process mandate with digital planning, to enhance decision-making, client experience and productivity. Additionally, Andrew created proprietary artificial intelligence (AI) software that processes large amounts of data to produce more accurate cash flow projections for clients.
Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018 ranking, and was selected for InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry. He was also included in Forbes’ inaugural listing of America’s Top Next-Generation Wealth Advisors in 2017, ranking in the top 15 percent, and was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 and 2013.
He received his BA with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee.
Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and is chairman of the NYC chapter.
joined Private Advisor Group in August 2013 as chief marketing officer. Abby has spent over 20 years building top-line solutions for starting her career at Sanford C. Bernstein and moving on to become a founding member of the team that launched , the weekly newspaper for financial advisors.
In 2001, Abby joined TD Waterhouse as head of marketing for institutional services, where she was responsible for running all marketing, advertising, conferences, events, practice management and client communications. She continued in this capacity through the merger of TD Waterhouse and Ameritrade, resigning in 2007 to have more time at home with her small children.
Abby spent the next five years conducting both strategic and tactical consulting for large broker-dealers, custodians and financial publications, including Pershing, and Fusion Advisor Network. In 2011, she joined Fusion Advisor Network as chief marketing officer. After successfully selling Fusion to NFP, Abby stayed on as SVP of NFP Advisor Services Group and managing director of Fusion Advisor Network.
An active member of her children’s school in the PTA and a regular volunteer in the local animal shelter, Abby leads a very full and busy life. She resides in Scotch Plains, NJ with her husband, three children and her dog.
BA in finance and economics, Hofstra University; MBA, NYU Stern School of Business
SVP, Director, Investment Consulting Group
Will O’Rielly is a Senior Vice President with SunTrust Private Wealth Management. His team oversees distribution managed solution, alternative and pooled investment vehicles.
Mr. O’Rielly has experience counseling institutional investors in portfolio structure and in managing high-net-worth managed solution platforms. Since beginning his career in a pension consulting division within SEI, he has managed teams of consulting analysts at Paine Webber, and with Wachovia Securities. He joined SunTrust in 2002.
Mr. O’Rielly received mechanical engineering and economics degrees from the University of Notre Dame and an MBA from Duke University. He is a Charted Financial Analyst, Certified Financial Planner, and a member of the CFA Institute. He serves as an Investment Advisory Board member for the Salvation Army-Southern Territory’s Office of Investments.
SVP, Head of Digital Investment Advice
Northern Trust Asset Management
Sabrina Bailey is the director of digital investment advice for Northern Trust Asset Management and a member of the Operating Group and Asset Management Leadership Council. In her role, Sabrina is responsible for embracing and leveraging technological advances to develop a comprehensive business strategy to deliver innovative, client-focused digital investment offerings.
In 2017, Sabrina was named Distinguished Woman Investment Professional of the year by Women Investment Professionals. In 2016, Sabrina was named a "40 under 40" by Crain’s Chicago Business, being selected for the business leadership honor from more than 1,000 nominees. She has addressed various industry groups at conferences and been quoted in the press (Financial Times, Pension and Investments, PLANSPONSOR, USA Today, and the Wall Street Journal).
In her prior role at Northern Trust, Sabrina was the global head of retirement solutions with responsibility for the development and deployment of Northern Trust’s retirement strategy globally. Prior to joining Northern Trust, Sabrina served as the U.S. defined contribution segment leader for Mercer Investments. In her role, she was responsible for building Mercer Investments’ DC business through leadership of senior consultants across the U.S. and the deployment of innovative solutions, manager research and intellectual capital to consultants, clients and the market. Prior to her role at Mercer, Sabrina was a member of Towers Watson’s North American leadership team and provided investment consulting services to large asset owners. Before joining Towers Watson, Sabrina held management, investment consulting and manager research positions at RogersCasey, Arnerich Massena & Associates and PRIMCO Capital Management in Portland, Oregon.
Sabrina received her bachelor’s in business economics and management and her MBA in organizational leadership from George Fox University. She is an active member of the Chicago Finance Exchange and the Defined Contribution Institutional Investment Association where she serves on the Editorial Review Board. She serves on the Board of the Chicago chapter of the Salvation Army and is actively involved in local and global community service through various not-for-profit organizations.
Senior Vice President – Head of Digital Client Experience Systems
Brown Brothers Harriman
Marcia V. Reid is the Global Head of Digital Client Experience Systems within the Information Technology organization at Brown Brothers Harriman based in New York. In this role, Marcia leads a team of over 75 technology professionals who are focused on the strategic redesign of the firm’s client portal, developing new products and setting the standards for UI/UX design. Marcia partners closely with Investor Services Strategy, Product, Service Delivery and Systems executives across the firm to transform the way our clients interact with us digitally.
Prior to this, Marcia was the Global Head of Markets Systems, Mutual Funds and Fund Worldview Systems where she was instrumental in leading the significant and successful migration of the Foreign Exchange legacy system to a more robust, scalable, resilient and modern front, middle and back end platform. Prior to joining BBH in 1999, Marcia held a variety of roles with Citibank/Salomon Smith Barney, Thompson McKinnon Securities, Alliance Capital Management Corp and JP Morgan Chase. Marcia has over 20 years of technology experience within financial services.
Marcia has a B.B.A. from Baruch College and an M.S. in Information Systems from the New Jersey Institute of Technology.
SVP, Global Head of Digital & Marketing Operations
Hemin Desai is a marketing executive with 15 years of progressive experience in leadership roles focused on digital, design, operations & analytics. he has a demonstrated track record in spearheading winning business strategies via measurable delivery of tactics & building high performing teams by nurturing talent & forging partnerships. Hemin seeks to constantly learn & leverage emerging technologies to provide actionable intelligence with focus on customer & company’s objectives.
Managing Director, Head of Digital Wealth Management
Bank of America Merrill Lynch
Kabir Sethi is a managing director in Bank of America’s Global Wealth & Investment Management division, where he serves as head of Digital Wealth Management. He joined Bank of America Merrill Lynch in March 2004. Kabir is responsible for the digital platforms across Merrill Lynch Global Wealth & Investment Management. He manages the client facing Online and Mobile channels as well as Financial Advisor workstations. In his current role, Kabir leads digital wealth management strategy & innovation, product management & execution, user experience, portfolio management and digital adoption & client experience.
Prior to that, Kabir was responsible for Bank of America’s Consumer Bank digital platforms and capabilities across the Online and Mobile channels. In his role, Kabir oversaw digital strategy development & planning, digital product development, user experience & design, portfolio management & execution and innovation.
Previously, Kabir was the head of Merrill Edge Business Integration & Delivery, where he managed the integration of the Bank of America and Merrill Lynch digital platforms into a single online and advisory platform. Merrill Edge is a unique business that combines the investment expertise of Merrill Lynch and the banking strength of Bank of America. Merrill Edge enables clients to seamlessly manage investments and banking via its online platform, phone capabilities and branch offices.
Prior to joining Merrill Edge, Kabir was chief operating officer and head of Strategy for Retirement & Philanthropic Services in Global Wealth & Investment Management (GWIM). Prior to that, Kabir served in Merrill Lynch Global Investment Banking (IBK) & Private Equity. Before joining Merrill Lynch, Kabir worked at Booz Allen Hamilton in New York, a leading global management consulting firm. He worked in the Financial Services practice from 2000-04, advising a broad range of senior clients across areas of business strategy, operations and organizational change.
Kabir holds graduate degrees from Columbia University and the Indian Institute of Management (IIM), Ahmedabad, India.dia.
VP, Customer Experience Manager, Digital Strategy
Natalie is the product owner and customer experience manager for Nuveen’s retail website. She oversees strategic initiatives and site-wide enhancements with the goal of improving the user experience for financial advisors and internal sales. She has been in the asset management industry since 2011, joining the Nuveen digital marketing team in 2013. Previously, she worked at Nuveen in marketing services and compliance.
Natalie has her Series 7 and Series 24 FINRA registrations, Clarita’s Investment Certificate from the CFA Institute and successfully completed the General Assembly digital product management course. She earned her bachelor’s degree in marketing with a double minor in business administration and sports management, as well a master’s degree in business administration from Salve Regina University.
Vice President, Client Solutions and Information Systems
Ferguson Wellman Capital Management
Lisa Brown joined Ferguson Wellman in 2018 and serves as the firm’s vice president of client solutions and information systems. She implements, programs, and supports the firm’s portfolio management and client relationship software.
Prior to joining the firm, Lisa served as an investment operations and projects manager at Fisher Investments. Lisa earned her bachelor’s degree from San Francisco State University in financial services and corporate finance and has her Series 65 license from the National Association of Security Dealers.
Lisa lives in Portland and enjoys the great outdoors and can often be found hiking, camping, or skiing in her spare time.
Vice President, Regional Director of SunTrust Investment Consulting Group
SunTrust Private Wealth Management
VP, Digital Technology
Sudheer Ummalaneni is a results drive technology & automation leader working as Vice President - Digital Technology at LPL Financial, the largest independent broker-dealer in the united states with over $615b in assets and $4b in revenue.
As the Digital leader of LPL, Sudheer is focused on building scalable, cloud native, modern digital technology platforms . In this role, he drives innovative and digital centric solutions adoption by providing thought leadership, team building, and the deep digital & data expertise necessary to compete and win.
Prior to LPL, he worked as Director – Digital & Automation platforms at AIG Digital, leading digital experience platforms, intelligent automation, analytics and DevOPS delivery services working collaboratively with executive leadership and product management across AIG’s enterprise. Before joining AIG, Sudheer served as technology leader building BPM-ECM CoE practices, treasury platforms and architecture consulting services to BankOfAmerica, TD Bank, MasterCard and PNC. He served as Technical Manager for fortune 2000 technology services companies like Zensar Technologies, Prithvi Information Solutions and Market Tools.
Mr Ummalaneni brings with him 18 years of technology and management experience successfully leading transformations programs ($20M+) by effectively building, mentoring and managing global teams spanning across US, Canada, EMEA, India, Japan and Brazil.
Vice President of North America
Saad Zariff is the Vice President of North America at Wahed Invest where he oversees client support and sales, with emphasis on strategic asset growth and client acquisition. Prior to joining Wahed, Saad advised High Net Worth Individuals and Institutions on how to invest their assets in Faith based and Socially Responsible Investment products. He has also worked with Investment Advisors in educating them on asset allocation in SRI & Impact Investing.
During his spare time Saad likes to entertain family and friends by making savory crepes and sweet pancakes with recipes he learnt while working as a pancake chef during his college days. He has a degree in Accounting from London School of Management and brings with him over 15 years of experience in the Financial Services Industry.
VP, UX Manager, Digital
As VP of UX at AllianceBernstein, Patrick C. Leary manages firmwide UX interactions of all websites and applications. During his tenure he’s created the firm’s initial pattern library bringing both consistency and efficiency, ultimately bringing products to market faster and more cohesively in a streamlined process.
VP Digital Wealth
As the Vice President of Digital Wealth, Dave Hagen is charged with overseeing all aspects of business management, strategy and execution for Folio’s Digital Wealth and Investment Solutions business. He brings to this role over 20 years of experience developing next generation digital products and channels for start-ups to Global 2000 corporations in technology and financial services, resulting in sales of over $6B in investment products and $500M+ in enterprise software solutions.
Most recently, Mr. Hagen was the SVP, Chief Marketing Officer for AINS, Inc. with responsibility for global marketing, product management and partner/channel management for a recognized leader in enterprise case management software. Prior to joining AINS, Mr. Hagen was the Senior Vice President and Chief Marketing Officer for Scivantage, where he helped transform the company into a Global FinTech 100 provider of wealth management and tax management software. Mr. Hagen also held senior marketing leadership roles at Rydex Investments, Thomson Financial (now Thomson Reuters) and FindLaw.
Hagen earned a BA in Business Administration and a MBA from Marymount
University in Arlington, VA. Mr. Hagen also holds a Graduate Certificate in Web
Development and Design from George Washington University, and held the FINRA
Series 7 General Securities Representative license
VP, Product Strategy
Passionate Product Manager & Client Advocate with 12 years’ experience in Product Analysis and Professional services experience delivering enterprise-class SAAS applications. Currently working as Product Specialist at Albridge, affiliate of Pershing with Major Focus on Integration Platform and Partner Network.
VP, Digital Manager, Wealth Digital and Innovation
Mike is Vice President of Wealth Digital & Innovation for Wells Fargo Wealth Management. He leads the team behind the curated online and mobile experiences for High and Ultra-High Net Worth clients on wellsfargo.com and the Wells Fargo Mobile apps.
His 20 years in the financial sector with companies like Bank of America and Franklin Templeton have exposed him to both the technology and business aspects of the industry. Currently, at Wells Fargo, Mike’s focus is on evolving the digital landscape for Wealth and moving the organization in a direction that meets the broad spectrum of needs of our clients.
A big believer in the power of empathy, Mike strives to understand and connect with the underlying goals of the client.
Mike is a staunch advocate for a Diversity and Inclusion, actively participating in programs and team member networks supporting these goals. Mike resides in San Francisco with his wife and two children. He enjoys running his kids to activities, and occasionally playing racquetball.
Head of Enterprise Strategy & Business Development
Marc Wiznia is head of Voya Financial’s strategy and business development group. Marc assumed this role in January 2017 and is responsible for developing and executing Voya’s gameplan to grow by delivering superior value to Voya’s customers. In July 2018, Marc also was asked to drive Voya’s innovation program. Marc first joined Voya in 2014 to lead strategy for Voya’s investment management business, soon also gaining responsibility for Voya’s retail wealth management strategy and eventually the company’s firm-wide strategy.
Prior to joining Voya, Marc was Vice President of Strategy and Development for Asset Management at JPMorgan Chase (2010-2013), leading strategic initiatives and M&A transactions for the firm’s global investment management and wealth management business units. Earlier, Marc was a key member of the global corporate strategy and development teams at Prudential (2007-2010) and CIT Group (2006-2007). He began his career in investment banking. Over the course of his career, Marc has closed more than 20 transactions, cumulatively valued at over $20 billion. He holds a bachelors in mathematics from Yale and a masters in finance from Princeton.
has hands-on commercial experience with many areas of financial services,
including investment management, wealth management, retirement services, life
insurance, commercial lending/leasing, and factoring. He prides himself on devoting his career to building
and growing financial services to improve the lives of underserved Americans. Growing up
in a farming community, he experienced firsthand the benefits of good future
planning, and those early lessons continue to guide him today. Marc currently lives in New York City
with his wife and three children, with whom he shares a passion for flag
football and robotics.
Head, Digital Client Experience
Bernstein Private Wealth Management
As Head, Digital Client Experience for Bernstein Private Wealth Management, Robert Candler leads the strategy and execution of the digital platform including Bernstein.com, the client mobile app, Salesforce’s CRM software, technology adoption efforts, client reporting, and business intelligence tools. Candler rejoined Bernstein in 2014 and is based in the New York office. Prior to that time, he spent three years working for a boutique consulting firm that specialized in corporate strategy and business development advice for global fashion and retail companies. Previously, he held various roles at Bernstein from 2004 to 2009, beginning his career as an Associate, working with two senior financial advisors to provide advice and support to private clients. Candler then joined the Hedge Fund Group where he supported Bernstein’s alternative asset platform. He then advanced to a Business Analyst role in the Private Client National Group, focusing on technology and productivity initiatives. Candler earned a BS in business from Wake Forest University and an MBA specializing in finance, marketing, and strategy from NYU Stern School of Business.
Head of Consumer Experience Digital Products
Vivek's leadership spans several areas of the business, including technology, product management, sales, marketing, and operations. His goal for each is the same: drive expansion and global adoption. Though his methods may vary, one consistent theme serves as the foundation for his many efforts. Above all else, Vivek understands the value and importance of teamwork.
Vivek has drove digital transformational and organizational evolution in many environments from startups to large scale companies with a keen focus on putting the clients' needs first and fostering an engaging team culture. He has delivered numerous global products that redefined user experience, created new business opportunities, and enhanced workforce productivity.
Vivek has propelled cutting-edge solutions that exceed expectations by persuading clients, inspiring teams, and endorsing business partners as well as managing multi-million budgets to ensure success.
He has also founded his own mobile application startup targeted at changing the way consumers swap items with each other that was acquired by an international company.
Head of Digital Platforms, US Intermediaries
T. Rowe Price
Head of Advisor Innovation
As WisdomTree’s Head of Advisor Innovation, Brad works with financial advisors to challenge conventional thinking and uses research and technology to help advisors grow. Whether it’s acquiring new clients or connecting more deeply with existing clients, Brad challenges advisors to think differently about the future of wealth management. In 2017, Brad joined WisdomTree after his company Kredible – a data-driven marketing and practice management company – was acquired by AdvisorEngine, of which WisdomTree has a significant minority ownership. Today, WisdomTree and AdvisorEngine work together to deliver cutting-edge solutions to financial advisors.
As a founder of three companies, Brad has been an entrepreneurial thinker throughout his career. At Kredible, Brad built a business based on a passionate belief that online presence plays a large role in driving successful results. Instead of guessing, the Kredible team performed scientific research to discover the most effective way for professionals to build credibility online.
Before Kredible, Brad founded Monumental Innovation (a firm dedicated to innovation and new-business development within Fortune 500 companies) and Innovar Collective (which specializes in business process design). He began his professional career with Arthur Andersen in business consulting and then moved on to Ernst & Young to help restart their advisory services practice. Brad also believes in community service and in this spirit founded Innovar Cares, a charity that offers consulting services to nonprofits. Brad received a BA in Business Administration from Middle Tennessee State University and his MBA in Information Systems Management from Tennessee Technological University.
Global Director Of Client Development
Mr. Thomas joined Northern Trust in 2015 and brings over 15 years of investment and leadership experience.
Prior to joining Northern Trust, Mr. Thomas was a Managing Director of JP Morgan serving 13+ years in Houston, San Francisco and Chicago.
Mr. Thomas holds an MBA with a concentration in Finance from Cornell University where he was a Park Leadership Fellow.
Brian earned his undergraduate degree with honors in Accounting from Indiana University.
Mr. Thomas is a Chartered Financial Analyst, passing examination levels I, II and III in three consecutive years. He holds the following licenses from the Financial Industry Regulatory Authority (FINRA): Series 7, 24, and 66.
Brian lives in West University Place with his wife Candace and two sons. His family is very involved at River Oaks Baptist School. Brian’s favorite sport is cycling, and he has done some great rides.
Brian is the Global Director of Client Development. In his role, Brian is responsible for leading the growth of The Northern Trust Company’s premier wealth management business.
Brian works with clients, other professional advisors, the executive leadership team, and client facing partners around the world.
Northern Trust attracts client families by providing excellent service and holistic advice with integrity. Northern Trust clients include family offices, business owners, corporate executives, other professional advisors, financial and real estate professionals, professional athletes, and other wealthy families.
Mr. Thomas is involved with the Houston Symphony, Children’s Museum of Houston, and the Houston Zoo. He also serves on the Advisory Council of the Rice Alliance and serves as a judge of its Business Plan Competition. Brian was Adjunct Professor of Finance at DePaul University from 2008-2009.
Director, Group Product Manager
Royal Bank of Canada
Ariana Qayumi is a Director in RBC’s West Coast
Innovation Lab, where she leads RBC’s global next-gen product development as a
Group Product Manager. Ariana identifies, establishes relationships, designs
high ROI use cases, and creates monetization plays in partnership with
disruptive technology companies. Further, Ms. Qayumi is tasked with identifying
and delivering on digital transformation across capital markets, wealth
management, and personal and commercial banking. Ariana is also a Researcher at
the Stanford Behavior Design Lab, where she focuses on behavioral insights and
mindful technology design to facilitate sustainable large scale behavior change.
Ariana is completing her terminal degree in Symbolic Systems at Stanford
Director, Digital Product Management
RBC Wealth Management
Over 10 years experience in the financial services industry, with demonstrated results in the digital strategy, agile delivery, product management, change management, and business strategy functions. Collaborative and results-driven style enables me to build strong working relationships and deliver successful business outcomes. Enjoy working in dynamic environments and solving complex problems.
Global Head of Strategic Partnerships & Emerging Technologies
Sunayna Tuteja is the Global Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade. With more than ten years of diverse global experience, she has a proven record for building new ventures from scratch and leading change that is critical in shaping the future of business.
At TD Ameritrade, Sunayna leads an entrepreneurial “tiger team” with a mission to build the next generation of products, experiences and business models to break down barriers to investing and empower more people for financial success, via the ecosystems they use every day. In this role, Sunayna leads strategy and commercialization for disruptive technologies such as Artificial Intelligence, Blockchain, Smart Interfaces, and Virtual Reality, with the goal to solve problems, and create meaningful experiences for investors. Over the last 6 months, her team has delivered industry-first partnerships and products with WeChat, Amazon, Facebook, Twitter, and Apple and continues to make financial services accessible, intelligent and personalized.
Carrie Xu is a Research Economist at the Vanguard Center for Investor Research. The Center conducts and sponsors research on investor behavior and decision-making. It also works to apply behavioral insights to real-world settings. The Center’s scope includes individual investors (whether direct, advised, or in defined contribution plans) and institutional investors. The Center’s work will be of interest to investors, advisers, consultants, employers, media, the research community, and policymakers. Ms. Xu’s personal research interests include behavioral, experimental, and labor economics. Ms. Xu focuses on the use of behavioral interventions in shaping investor decision-making. Ms. Xu’s current research evaluates the impacts of nudges on increasing retirement savings, leveraging Vanguard’s large-scale administrative and digital-behavior data. In addition, Ms. Xu conducts ongoing research to understand how framing techniques influence investors’ product choices, applying methods from multiple disciplines in social sciences. Ms. Xu received a joint Ph.D. degree in Economics and Information Science from the University of Michigan.
Ronak Pakzad is the founder of GoodWealth, a Digital Wealth platform democratizing the access to institutional quality growth stage tech investments. Prior to GoodWealth, Ronak spent a decade working as an executive in securities and fund management at Morgan Stanley, ATEL Capital Group and led product management for Deutsche bank’s retail REIT division. Ronak is passionate about female empowerment initiatives and sits on the board of Femigrants.org and a member of 100 women in finance. As an engineer by training, she’s dedicated to applying her technical skills coupled with the decade long experience in banking to help reshape financial services and transfer of value as we know it.
Deposit Solutions, LLC
Philipp von Girsewald joined Deposit Solutions in 2018 as CEO of the United States where he is responsible for launching and scaling this successful European open banking franchise in the U.S.
Philipp holds an undergraduate and master’s degree in
economics from Rheinische Friedrich-Wilhelms University in his native Germany
and is fluent in English and Spanish. He
enjoys skiing, sailing, traveling and competing in triathlons.
Smartleaf started in
Jerry’s living room in 1999. The goal was to take high-end, niche investment
offerings — direct indexes and UMAs — and leverage automation to make them
mass-market products. Motivating us was the idea that ETFs, index funds and
mutual funds were good, but direct indexes and UMAs were better. And, further,
that low-cost direct indexes and UMAs would be best of all.
Jerry publishes a weekly blog on wealth management, is a frequent panelist at industry conferences, has offered commentary on Bloomberg TV and, dearest to his heart, once served as a guest speaker at Y-Combinator, a well-known silicon-valley tech incubator.
Vice Chairman & CEO
Private Client Resources
Bob became CEO of PCR in 2016 after a year as Vice Chairman and strategic advisor. A founder of 5 financial technology companies in which he was both technical architect and business strategist, Bob brings to PCR a unique combination of market facing, technology‐driven and operations focused skills that are driving the Company’s rapid growth.
Bob’s last company CorrectNet, sold in 2013 to Symphony Group and subsequently acquired by MarkIt, was a ground‐breaking managed service provider of aggregation and reporting services to hedge funds. The company’s customers included 7 of the top 10 institutional fund administrators and at its peak were reporting on almost 40% of all hedge fund assets globally.
CEO & Co-Founder
SmartAsset is a financial technology company that empowers people with automated personalized advice on life’s big personal finance decisions. Its proprietary technology, up-to-the-minute research and unique Automated Financial Modeling simulate the impact of different choices on people’s personal finances, enabling millions of people to make smarter financial decisions. To further advance the company’s mission, SmartAsset also uses its proprietary algorithms to connect consumers to vetted financial advisors. For more information, visit www.SmartAsset.com. To learn more about our financial matching tool, visit https://smartadvisormatch.com. To learn more about Captivate, visit https://smartasset.com/captivate.
EVP Head of Innovation NY
Michael Rodgers is an EVP and Head of InvestCloud’s NY Innovation Center, leading teams where they have access to the InvestCloud Sandbox containing market data, news, financial apps, financial modules/components, and InvestCloud’s unique method of development to build apps at 1/50th of the cost of traditional apps, in a fraction of the time.
Michael has over 25 years experience across all the major asset classes in capital markets. He joined InvestCloud in 2012 to help lead strategic product and business development initiatives concentrating on creating and delivering commercially successful products to the financial marketplace. Prior to joining InvestCloud, he worked at PwC as Director, Capital Markets; at Netik as Managing Director for North America; at SunGard as VP and product head for two portfolio accounting systems and numerous senior management roles in operations and technology at Oppenheimer& Co., J&W Seligman and others.
Michael's interest in FinTech dates to 1990,
where he studied Finance and Information Technology at NYU, BS Magna Cum Laude.
He also holds an MBA from Columbia Business School and has written numerous
articles on FinTech appearing in publications such as the Journal of Structured
Finance and Banking and Technology.
Brusov is the сo-founder and CEO at Cindicator; he is a data-driven
entrepreneur. Mike has founded several technology companies and has 10+ years
expertise in BigData, Blockchain, Machine Learning and FinTech IT products for
B2C & B2B markets as a founder and product owner. Mike is also a member of
Forbes Tech Council and a co-organiser and fellow at the Startup Leadership
Program – the global organization for founders of IT startups.
VP of Product
Mark Richards is responsible for expanding the organization’s conceptual ideas into new products and successfully aligning technological objectives with marketing objectives. He also works with customers to modify and adapt product/service functionality. Mr. Richards has been an executive with numerous venture-backed Silicon Valley start-ups including as co-founder of Netmind, acquired by Intellisync (now Nokia).
Mark has a BSEE in Integrated Circuit design from the University of Illinois at Urbana-Champaign, an MSEE in Semiconductor Device Physics from University of Arizona, and an MBA from San Jose State University.
Lananh Nguyen is a finance reporter for Bloomberg News covering banking and wealth management in New York. She has extensive experience reporting on key decision makers, including CEOs and central bankers, for print, TV and radio. Lananh previously covered currencies and was formerly based in London, reporting on energy. She holds a BA in Political Science from Tufts University and also studied at the London School of Economics.
Senior Financial Reporter
Meghan Morris is a senior financial reporter for Business Insider, focusing on asset management. Previously, she wrote about private equity real estate for three years at the industry's trade magazine, PERE. She holds a bachelor’s and a master’s degree from Northwestern University in journalism.
We're already at work booking an industry-leading roster of speakers for 2017 - keep an eye on this page for updates.
If you would be interested in being a part of Fixed Income Future Leaders USA 2017, we would love to hear from you.