Featured Speakers
Special Guest Speaker
Neesha Hathi
Managing Director, Chief Digital Officer,
Charles Schwab
Ilan Davidovici
Principal,
Client Experience,
Edward Jones
Michael Jabara
Managing Director,
Morgan Stanley
Cynthia Loh
Managing Director, Head of PFMG Product,
Goldman Sachs
Sarah Tipple
VP, Head of Advisor Technology & Reporting,
Bernstein Private Wealth Management
Samantha Trebesch
VP, Strategic Initiatives,
Raymond James
Ashwini Walde
VP, Directory 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.