Meet the newest speakers joining the lineup

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INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

MEET
OUR
FEATURED SPEAKERS

Hilton Midtown | New York, NY
June 16-17, 2022

Join the biggest thinkers in wealthtech

and globally renowned leaders in wealth management for their insights into the industry's most pressing issues

Highly informative and engaging for wealthtech practitioners and professionals supporting the industry."

- 2021 INVEST Attendee

Andrew Altfest

President

Altfest Personal Wealth Management

Julia Carreon
Managing Director
Citi Global Wealth

Daniel Crosby
Chief Behavioral Officer
Orion Advisor Solutions

Ben Cruikshank

Head of Flourish

Mass Mutual

Margaret Hartigan
CEO
Marstone

David Jegen
Managing Partner
F-Prime Capital’s Tech Fund

View the agenda →

Innovate for a client-centric future

Network with hundreds of senior wealth management leaders

SAFETY PLAN UPDATE

Financial Planning and parent company Arizent are constantly monitoring guidance and mandates for in-person events made by businesses and federal, state and local agencies. As a result, we are lifting the vaccine mandate for INVEST— individuals will no longer be required to show proof of vaccination to attend in person. You can read our full safety plan here.