We are excited to announce that this virtual event has been rescheduled for Wednesday, November 9, 2022 and will now take place in-person in New York City.  Stay tuned for more details. 

After two years of pandemic-driven agendas, it is time for the wealth management industry to look ahead and respond to the fast-changing market environment. Traditional business models must be adjusted to meet today’s client expectations while accounting for sharply modified economics. Product and service offerings must be expanded and digitally enabled. Time is of the essence, though, as the market moves fast.

Join Aite-Novarica Group’s Wealth Management strategic advisors to:

  • Discover how wealth managers are enabling client migration across the advice continuum
  • Learn from industry experts how data and analytics fuel sales and service for wealth managers
  • Hear who the winners of Aite-Novarica Group’s Third Annual Digital Wealth Management Impact Awards are, how they have evolved their digital platforms, and how their innovation has helped them serve their clients better during the crisis

Who Should Attend:

  • Heads/VPs of digital strategy
  • Heads/VPs of strategy
  • Heads of wealth management
  • VPs of advice

Featured Speakers

        Special Guest Speaker

Neesha Hathi
Managing Director, Chief Digital Officer,
Charles Schwab

Cynthia Loh
Managing Director, Head of PFMG Product,
Goldman Sachs

Ilan Davidovici
Client Experience,
Edward Jones

Michael Jabara 
Managing Director,
Morgan Stanley

Sarah Tipple
VP, Head of Advisor Technology & Reporting,

Bernstein Private Wealth Management

Samantha Trebesch
VP, Strategic Initiatives,
Raymond James

Ashwini Walde
VP, Director of Advisory Programs,
Janney Montgomery Scott

Aite-Novarica Group Event Chairs and Moderators

Dennis Gallant
Strategic Advisor,
Aite-Novarica Group
Meghna Mukerjee
Strategic Advisor,
Aite-Novarica Group
Wally Okby
Strategic Advisor,
Aite-Novarica Group
Alois Pirker
Director, Wealth Management Practice,
Aite-Novarica Group

To view the speakers from last year's event, please click here. 

Agenda at a Glance*

Tuesday, May 24, 2022
*All times are in U.S. Eastern Daylight Time

Sponsors to be announced soon.

To view the sponsors from last year's event, please click here.

Interested in sponsoring this event? Please contact us at [email protected].