Featured Speakers

Special Guest Speaker

Neesha Hathi
Neesha Hathi
Managing Director, Head of Wealth & Advice Solutions
Charles Schwab
Greg Beltzer
Greg Beltzer
Head of Technology
RBC Wealth Management
Stephen Carlson
Stephen Carlson
Managing Director
SCS Investment Partners
Ilan Davidovici
Ilan Davidovici
Principal, Client Experience
Edward Jones
Eugene Elias, Jr.
Eugene Elias, Jr.
COO and Founding Partner
Atria Wealth Solutions
David Gordon
David Gordon
SVP, Direct Indexing
Vestmark
Michael Jabara
Michael Jabara
Managing Director
Morgan Stanley
David Knoch
David Knoch
Chief Executive Officer
Docupace
Cynthia Loh
Cynthia Loh
Managing Director, Head of PFMG Product
Goldman Sachs
Sarah Norman
Sarah Norman
Director, Senior Investment Strategist, Sustainable & Impact Investment Strategy
Bank of America Merrill & Private Bank
Scott Reddel
Scott Reddel
Managing Director
Accenture
Kabir Sethi
Kabir Sethi
Managing Director, Chief Product Officer
LPL Financial
Sarah Tipple
Sarah Tipple
VP, Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Samantha Trebesch
Samantha Trebesch
SVP, Head of Sustainable Investing, Private Client Group
Raymond James

Aite-Novarica Group Event Chairs and Moderators

Dennis Gallant
Dennis Gallant
Strategic Advisor
Aite-Novarica Group
Vinod Jain
Vinod Jain
Strategic Advisor
Aite-Novarica Group
Gavin Little-Gill
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Aite-Novarica Group
Meghna Mukerjee
Meghna Mukerjee
Strategic Advisor
Aite-Novarica Group
Wally Okby
Wally Okby
Strategic Advisor
Aite-Novarica Group
Alois Pirker
Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group
Paul Sinthunont
Paul Sinthunont
Strategic Advisor
Aite-Novarica Group
Adler Smith
Adler Smith
Senior Associate
Aite-Novarica Group

Additional speakers to be announced soon.