Featured Speakers

Special Guest Speaker

Neesha Hathi
Neesha Hathi
Managing Director, Head of Wealth & Advice Solutions
Charles Schwab
John Amore
John Amore
Head of Wealth Management
Kestra Financial
Greg Beltzer
Greg Beltzer
Head of Technology
RBC Wealth Management
Scott Brady
Scott Brady
VP, Head of Product Development and Strategy
Columbia Threadneedle Investments
Andrew Cant
Andrew Cant
VP, Financial Services Solutions
NexJ Systems
Cameron Dawson
Cameron Dawson
Chief Investment Officer
NewEdge Wealth
Darlene DeRemer
Darlene DeRemer
Managing Partner
Grail Partners LLC
Eugene Elias, Jr.
Eugene Elias, Jr.
COO and Founding Partner
Atria Wealth Solutions
David Gordon
David Gordon
SVP, Direct Indexing
Vestmark
Neil Greenbaum
Neil Greenbaum
Executive Vice President, Sales & Partnerships North America
Ortec Finance
Daniel Gutman
Daniel Gutman
Vice President, Platform Strategy
Prudential
Morten Hermansen
Morten Hermansen
Head of CX
Formue
Michele Hillery
Michele Hillery
Managing Director
DTCC
Coley Jellinghaus
Coley Jellinghaus
Head of Financial Product Partnerships
Addepar
Nitesh Kadakia
Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch
David Knoch
David Knoch
Chief Executive Officer
Docupace
Markus Lammer
Markus Lammer
COO Ultra High Net Worth & Global Lending
Credit Suisse, UBS Group
Bob Leaper
Bob Leaper
VP Sales & Marketing
Smartleaf Asset Management
Tobin McDaniel
Tobin McDaniel
General Manager, Invest
SoFi
Michelle Morris
Michelle Morris
Executive Director
Morgan Stanley
Sarah Norman
Sarah Norman
Investment Strategist
Bank of America
Ryan O'Connor
Ryan O'Connor
Global Head of Product Development and Management
Goldman Sachs
John Olerio
John Olerio
Head of Webster Investments, SVP
Webster Bank
Robert Pettman
Robert Pettman
Executive Vice President
LPL Financial
Jens Rabe
Jens Rabe
COO
Unblu
Ram Ramaswamy
Ram Ramaswamy
Managing Director, Head of NB Custom Direct Investing (NB CDI)
Neuberger Berman
Scott Reddel
Scott Reddel
Managing Director
Accenture
Justin Ruchka
Justin Ruchka
Vice President
KeyBanc Capital Markets
Anish Shah
Anish Shah
Managing Director – Head of Product and Digital
BNY Mellon
Niharika Shah
Niharika Shah
EVP, Chief Growth Officer
TIFIN Wealth
Vian Sharif
Vian Sharif
Group Head of Sustainability
FNZ
Alex Sion
Alex Sion
Managing Director, Head of Partnerships
Motive Partners
Jaisundar Siva
Jaisundar Siva
Executive Director
Morgan Stanley
Jon Stevenson
Jon Stevenson
Head of Wealth Management
MoneyLion Inc
Thomas Sullivan
Thomas Sullivan
Managing Director - Head of Market Access and Business Development
Societe Generale
Sarah Tipple
Sarah Tipple
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Samantha Trebesch
Samantha Trebesch
SVP, Head of Sustainable Investing, Private Client Group
Raymond James Financial, Inc.
Evelyn Varner
Evelyn Varner
Head of Advice Enablement
Wells Fargo
Gabriela Weiss
Gabriela Weiss
Vice President
Advent International
Anders Zachrisson
Anders Zachrisson
Head of Strategy
Formue

Aite-Novarica Group Event Chairs and Moderators

Andrew Besheer
Andrew Besheer
Director of Wealth Management
Datos Insights
Vinod Jain
Vinod Jain
Strategic Advisor
Datos Insights
Gavin Little-Gill
Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Datos Insights
Meghna Mukerjee
Meghna Mukerjee
Strategic Advisor
Datos Insights
Wally Okby
Wally Okby
Strategic Advisor
Datos Insights
Alois Pirker
Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group