Keynote Speakers

 

Who You'll Hear From

 

 

Bill Crager

Bill Crager

President, Envestnet, Inc.

Ilan Davidovici

Ilan Davidovici

Global Head of Wealth Management, Salesforce

Joe Duran

Joe Duran

Founder and CEO, United Capital

Mark Goines

Mark Goines

Vice Chairman, Digital Wealth Management, Personal Capital

Naureen Hassan

Naureen Hassan

Chief Digital Officer, Morgan Stanley Wealth Management

 

Timothy Heier

Timothy Heier

Executive Vice President and Chief Technology Officer, Charles Schwab

Who You'll Hear From

 

Featured Speakers

 

 

Matt Brown

Matt Brown

CEO, CAIS

Yvette Butler

Yvette Butler

President, Capital One Investing

Lee Conrad

Lee Conrad

Editor in Chief, Bank Investment Consultant

Adam Dell

Adam Dell

Founder and CEO, Clarity Money

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

 

Chelsea Emery

Chelsea Emery

Editor-in-Chief, Financial Planning

Teresa Epperson

Teresa Epperson

Partner, A.T. Kearney

Sarah Stanley Fallaw, Ph.D.

Sarah Stanley Fallaw, Ph.D.

Founder and President, DataPoints LLC

Matt Fellowes

Matt Fellowes

Founder and CEO, United Income

Peter Fishman

Peter Fishman

Director of Digital Investing, Citizens Bank

 

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

Lori Hardwick

Lori Hardwick

Financial Services Industry Advocate

Margaret Hartigan

Margaret Hartigan

Founder and CEO, Marstone

Naureen Hassan

Naureen Hassan

Chief Digital Officer, Morgan Stanley Wealth Management

Elizabeth Kelly

Elizabeth Kelly

Chief of Staff, United Income

 

Kelli Keough

Kelli Keough

Global Head of Digital Wealth Management, JPMorgan Chase

Aaron Klein

Aaron Klein

CEO, Riskalyze

Joseph Kochansky

Joseph Kochansky

Managing Director, Head, BlackRock

Venu Krishnamurthy

Venu Krishnamurthy

Head of Citigold, Citi Priority, Citigold Personal Wealth Management

Sang Lee

Sang Lee

CEO & Co-Founder, DarcMatter

 

Joshua Levin

Joshua Levin

CSO, OpenInvest

Aron Levine

Aron Levine

Head of Preferred Banking and Merrill Edge, Bank of America

Barnaby Riedel, Ph.D.

Barnaby Riedel, Ph.D.

Co-Founder and Chief Research Strategist, Riedel Strategy

Aaron Schumm

Aaron Schumm

CEO, Vestwell

Mike Sha

Mike Sha

CEO, SigFig

 

Siddharth Sharma

Siddharth Sharma

CTO & Head of AI Lab, Hedgeable, Inc.

Jon Stein

Jon Stein

CEO and Founder, Betterment

Richard Steinmeier

Richard Steinmeier

Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management Americas

Kendra Thompson

Kendra Thompson

Managing Director and Global Head of Wealth Management, Accenture

Anne Ting

Anne Ting

President & COO, Wishlife

 

Michael Wursthorn

Michael Wursthorn

Reporter, The Wall Street Journal

July 11-12, 2017, New York City

 

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