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

Cheryl Nash

Cheryl Nash

President, Investment Services, Fiserv

Who You'll Hear From

 

Featured Speakers

 

 

Glenn Bolstad

Glenn Bolstad

General Manager, North America, Appway

Matt Brown

Matt Brown

CEO, CAIS

Ari Brojde

Ari Brojde

Co-Founder and CEO, Onist

Yvette Butler

Yvette Butler

President, Capital One Investing

Lawrence Calcano

Lawrence Calcano

CEO, iCapital Network

 

Michelle Cheng

Michelle Cheng

Director, Adoption & Growth, FolioDynamix

Lee Conrad

Lee Conrad

Editor in Chief, Bank Investment Consultant

Jon Cooper

Jon Cooper

CEO, Life.io

Adam Dell

Adam Dell

Founder and CEO, Clarity Money

Suleman Din

Suleman Din

Managing Editor, Financial Planning

 

Amruta Dongre

Amruta Dongre

Senior Engagement Lead, Appway

Sebastian Dovey

Sebastian Dovey

Managing Partner and Co-founder, Scorpio Partnership

Paul Duval

Paul Duval

President, Genesis Wealth Advisors, LLC

Chelsea Emery

Chelsea Emery

Editor-in-Chief, Financial Planning

Sarah Stanley Fallaw, Ph.D.

Sarah Stanley Fallaw, Ph.D.

President, DataPoints

 

Dave Fanger

Dave Fanger

Founder and CEO, Swell

Matt Faraone

Matt Faraone

Managing Principal, Capco

Matt Fellowes

Matt Fellowes

Founder and CEO, United Income

Randy Fernando

Randy Fernando

Founder & CEO, Vault

Peter Fishman

Peter Fishman

Director of Digital Investing, Citizens Bank

 

Rob Foregger

Rob Foregger

Co-Founder, NextCapital

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

Toby Henry

Toby Henry

Managing Principal, Capco

 

Anton Honikman

Anton Honikman

CEO, MyVest

Ben Jones

Ben Jones

Managing Director - Intermediary Distribution, BMO Global Asset 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 of the Aladdin Product Group at BlackRock, BlackRock

Brad Kotansky

Brad Kotansky

Co-Founder and CEO, Onist

Venu Krishnamurthy

Venu Krishnamurthy

Head of Citigold, Citi Priority, Citi Personal Wealth Management

Sang Lee

Sang Lee

CEO & Co-Founder, DarcMatter

Joshua Levin

Joshua Levin

CSO, OpenInvest

 

Aron Levine

Aron Levine

Head of Consumer Banking and Merrill Edge, Bank of America

Jason Mars

Jason Mars

CEO, Clinc Inc.

Ian McKenna

Ian McKenna

Director, Finance & Technology Research Centre

Joseph Mrak

Joseph Mrak

Chairman & CEO, FolioDynamix

Mike Murphy

Mike Murphy

Senior Design Director, User Experience, GFK

 

Paresh Mutha

Paresh Mutha

Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business

Ryan Parker

Ryan Parker

Chief Executive Officer, Edelman Financial Services

Alois Pirker

Alois Pirker

Research Director, Wealth Management, Aite Group

Barnaby Riedel, Ph.D.

Barnaby Riedel, Ph.D.

Co-Founder and Chief Research Strategist, Riedel Strategy

 

April Rudin

April Rudin

Founder and President, The Rudin Group

Aaron Schumm

Aaron Schumm

CEO, Vestwell

Mike Sha

Mike Sha

CEO, SigFig

Siddharth Sharma

Siddharth Sharma

CTO & Head of AI Lab, Hedgeable, Inc.

Drew Sievers

Drew Sievers

CEO, Trizic

 

Robert Stanich

Robert Stanich

Global Wealth Management Offering Manager, IBM

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

Whitney Stewart

Whitney Stewart

SVP, Product Management, Fiserv ePayments

Barnabas Szilagyi

Barnabas Szilagyi

Director, Capco

 

Marc Teren

Marc Teren

Founder and CEO, Divy

Kendra Thompson

Kendra Thompson

Managing Director and Global Head of Wealth Management, Accenture

Anne Ting

Anne Ting

President & COO, Wishlife

Kapin Vora

Kapin Vora

Partner, North American Wealth Management, Capco

Michael Wursthorn

Michael Wursthorn

Reporter, The Wall Street Journal

 

Vicki Zhou

Vicki Zhou

Co-founder, WiseBanyan

July 11-12, 2017, New York City

 

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