Featured Speakers
Special Guest Speaker
Neesha Hathi Managing Director, Head of Wealth & Advice Solutions Charles Schwab
Greg Beltzer Head of Technology RBC Wealth Management
Stephen Carlson Managing Director SCS Investment Partners
Ilan Davidovici Principal, Client Experience, Edward Jones
Eugene Elias, Jr. COO and Founding Partner Atria Wealth Solutions
David Gordon, CFA®, CPWA®SVP, Direct IndexingVestmark
Michael Jabara Managing Director, Morgan Stanley
Cynthia Loh Managing Director, Head of PFMG Product, Goldman Sachs
Sarah Norman Director, Senior Investment Strategist, Sustainable & Impact Investment Strategy Bank of America Merrill & Private Bank
Sarah Tipple VP, Head of Advisor Technology & Reporting, Bernstein Private Wealth Management
Samantha Trebesch SVP, Head of Sustainable Investing, Private Client Group Raymond James
Aite-Novarica Group Event Chairs and Moderators
Dennis Gallant Strategic Advisor, Aite-Novarica Group
Gavin Little-Gill Head of Securities & Investments Insights & Advisory Aite-Novarica Group
Vinod Jain 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
Paul Sinthunont Strategic Advisor Aite-Novarica Group
Adler Smith Senior Associate Aite-Novarica Group