| Meet the 150+ Industry Leaders Speaking at In|Vest Why come to In|Vest 2019? To hear what the most powerful lineup of industry leaders have to say about the digital transformation of wealth management. Your firm's success relies on these insights. Make sure you get your ticket before the event sells out! GET YOUR TICKET Anne Ackerley
Managing Director BlackRock
Bernie Clark
EVP & Head of Schwab Advisor Services
Charles Schwab
Dr. Kelli Keough
Global Head of Digital Wealth Management
JPMorgan Chase
Michael Kitces
Partner and Director of Wealth Management
Pinnacle Advisory Group
Bob Miller
Vice Chairman & CEO Private Client Resources LLC
Kelly O’Donnell
EVP and Chief Administrative Officer and Chief Risk Officer
Edelman Financial Engines
Elizabeth Overbay
Chief Operating Officer and Chief Financial Officer
Marcus by
Goldman Sachs®
Shirl Penney
President and CEO
Dynasty Financial Partners
Christopher Randazzo
President of Private Wealth Management Rockefeller Capital Management
Barry Ritholtz
Co-Founder and Chief Investment Officer
Ritholtz Wealth Management LLC
Karl Roessner
CEO
E*TRADE Financial Corporation
Amit Sahasrabudhe
COO
RBC Wealth Management
Martin Small
Managing Director BlackRock's U.S. Wealth Advisory
Michael Spellacy
Senior Managing Director
Accenture Global Capital Markets Practice Lead
Jon Stein
CEO and Founder
Betterment
Rich Steinmeier
Managing Director, Divisional President
LPL Financial
Sunayna Tuteja
Head of Strategic Partnerships & Emerging Technologies
TD Ameritrade
Kraleigh Woodford
Managing Director, Head of Digital Client Experience
UBS Wealth Management
Mike Sha
Co-Founder and CEO
SigFig
Sebastian Dovey
Entrepreneur, Thought Leader, Angel, Aoard Advisor and
In|Vest Conference Chair
Get a full In|Vest Preview - Download the Digital Agenda Caleb Silver
Editor in Chief Investopedia
Gauthier Vincent
Principal and Wealth Management Leader
Deloitte Consulting
April Rudin
Founder and President
The Rudin Group
Jessica Willis
Founder & CEO
pocketnest
Cheryl Nash
President, Investment Services Fiserv
Leigh Feldman
Managing Director
Promontory Financial Group
Lowell Putnam
Head of Partnerships
Plaid
Kevin Adams
SVP
Raymond James
Scott Blandford
Chief Digital Officer and Head of TFS Technology TIAA
Randy Bullard
General Manager of
Wealth Management
SigFig
Dani Fava
Director of Innovation
TD Ameritrade Institutional
Leonard Golub
Managing Director,
Market Head
UBS Wealth Advice Center
Tricia Haskins
VP of Digital Strategy & Platform Consulting
Fidelity Institutional
Rohit Mahna
SVP & General Manager Financial Services
Salesforce
Kabir Sethi
Managing Director, Head of Digital Wealth Management
Bank of America
Erich Smith
EVP and COO
PNC Wealth Management
Milorad Stefanovic
EVP of Digital Technology
IGM Financial
William Trout
Head of Wealth Management Research
Celent
Andy Wang
Global Head of Wealth and Asset Management
Salesforce
Philip Watson
Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank
Citi
Sean Allocca Associate Editor
Financial Planning
Amonte Andrews
Business and Technology Development Officer
Copytalk
Yamini Bhat
CEO
Vymo Inc.
Josh Book
Founder and CEO
ParameterInsights
Dan Brady VP of Sales - Wealth Management
Trendrating
Tom Burmeister
VP, Financial Planning
Advicent
Megan Carpenter
CEO and Co-Founder
FiComm Partners
Hamesh Chawla
EVP and CTO
Edelman Financial Engines
Alex Cheatle CEO
Ten Group
Jad Chehlawi
Founder and CEO
Systelos
Sean Collins
Research Manager Deloitte Services
Koley Corte
SVP and Global Head of Business Transformation
Alliance Bernstein
Denise Coursey President
Motley Fool Asset Management
Penny Crosman
Editor at Large
American Banker
Phil Darling
Head of Research ParameterInsights
Lindsay Davis
Senior Intelligence Analyst
CB Insights
Jim Del Favero Chief Product Officer
Personal Capital
Christopher DeLaura
Director of Private Banking and Advisory
Fieldpoint Private
Lule Demmissie
President Ally Invest
Suleman Din
Technology Editor
Financial Planning
Janice Diner CEO and Founding Partner
Horizn
Teron Douglas
Head of Digital Capabilities
Merrill Edge
Eugene Elias
COO and Founding Partner Atria Wealth Solutions
Chelsea Emery
Editor-in-Chief of Financial Planning
SourceMedia
Almost Sold Out! Get your ticket today. Catherine Flax Financial Services Advisor and Board Member
Rob Foregger
Co-Founder
NextCapital
Steve Frook
VP Sales Horizn
Andres Garcia
CEO and Co-Founder
Zoe Financial
Damon Gatison Associate Partner
Synpulse Jason Gordo
SVP, Head of Client Experience
United Capital
Wes Graves
SVP 55ip
John Heinen
Chief Technology Officer
Advicent
Sean Hollingshead VP of Managed Accounts
Orion Advisor Services Anton Honikman
CEO
MyVest
Rhian Horgan
Founder and CEO Kindur
Jason Hornik
Vice President of Strategy
Zeta Global
Craig Iskowitz CEO and Founder
Ezra Group Garvin Jabusch
Chief Investment Officer
Green Alpha Advisors
Matthew Jackson
Pricing and Marketing Consultant Dialektic Consulting
Sam Jackson
Director Product Management
Neustar
Jared Johnson Digital Strategy Principal
Solstice Adrian Johnstone
Chief Commercial Officer
Practifi
Anders Jones
CEO and Co-Founder Facet Wealth
David Karandish
Co Founder & CEO
Jane.Ai
Veena Khanna Director of Strategy and Implementation
Key Private Bank Samuel Lee
Market Development Manager, Wealth Management Solutions Refinitiv Joshua Levin
Co-Founder and Chief Strategy Officer OpenInvest
Tanaya Macheel
Reporter
Cheddar
Jud Mackrill Chief Marketing Officer
Carson Group Rohit Mahra
SVP & General Manager Financial Services Salesforce Lucille Mayer
COO Apex Clearing
Purti Mehra
Marketing Manager
North America
Appway
Andrew Merrill Head of Sales, North America
BondIT Gerard Michael
President and Co-Founder Smartleaf, Inc. Anish Mitra
Stand-Up Comedian, Entertainer and Recovering Investment Banker Alan Moore
Co-Founder
XY Planning Network
Meghan Morris Senior Finance Reporterr
Business Insider Maree Moscati
CEO Copytalk, LLC Nathan Mueller
Founder and CEO Zennify
Ray Mulligan
Managing Director, Product Strategy
IFS
Joe Nadreau Head of Independent Brokerage & Platform Services
Wells Fargo Advisors Kiran Narsu
Chief Revenue Officer Kasisto David Neiterman
Business Development Manager Smartleaf, Inc.
Liz Nesvold
Managing Partner
Silver Lane
Advisors
Antonio Novillo Chief Information and Operations Officer
BMO Wealth & Asset Management Abraham Okusanya
CEO Timeline.co Charles Paikert
Senior Editor Financial Planning
Michael Perera
Senior Digital Partner and the Wealth & Asset Management Consulting Practice Leader
Cognizant
Loren Pierson Chief Operations Officer
Mercer Advisors Tim Porter
Director, Product Management IFS Jeff Prudhomme
Director of Technology Services Zennify
Lauren Radcliffe
Vice President
E*TRADE
Prasad Ramani Founder and CEO
Syntoniq, Inc. Mukund Rao
Practice Head – Asset & Wealth Management Cognizant Hillel Raz
Chief Scientist; Technology Co-Founder, BondIT
Dr. Jon Roberts
President
Dotdash Finance
Patrick Rodman SVP, Director of Advice Offerings, WFA Digital & Automated Investing
Wells Fargo Advisors Simon Roy
President and CEO Jemstep Nina Schneider
Head of Products & Solutions Appway
Sachin Shah
Chief Operating Officer
55ip
John Shammas Chief Product Officer
DriveWealth LLC Abhishek Singh
Global Wealth Management Lead Capgemini Financial Services John Siracusa
Host ‘Bank On It’ Podcast Bank On It
Kevin Smith
Wealth Advisor
Bronfman Rothschild
David Snider Founder & CEO
Harness Wealth Robert Stanich
Offering Manager, Watson Financial Services IBM Jim Starcev
Principal Nexa Insights
Anand Talwar
Deposits & Consumer Strategy Executive
Ally Bank
Alvaro Luis Teixeira Head of Customer Value Management
HSBC USA David Teten
Venture Partner HOF Capital Samir Vasavada
Co-Founder & CEO Vise AI
Kapin Vora
Partner
Capco
Jason Voss CEO
Active Investment Management (AIM) Consulting
Brian Walsh
Wealth Management Specialist Wealth Management Specialist Edmond Walters
CEO Apprise Labs, LLC
Sean Welsh
Financial Services Practice Lead
Zeta Global
Matt Wilson Senior Enterprise Account Manager
Envestnet | MoneyGuide Marc Wiznia
Head of Enterprise Strategy & Business Development Voya Financial Kyle Zasky
Partner SenaHill Partners LP
Plus more online! Click to View >>
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