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Submission: On June 06 via api from US — Scanned from DE
Effective URL: https://conference.financial-planning.com/invest/page/1975972/speakers?utm_source=external-list&utm_medium=email&utm_campaign=fp-conf-inve...
Submission: On June 06 via api from US — Scanned from DE
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Login SPEAKERS EA Edward Allen Managing Director | Head of ESG & Climate Client Coverage - Americas MSCI JA John Almeida Global Head of Wealth and Asset Management Servicenow AA Andrew Altfest President Altfest Personal Wealth Management MB Marius Bogoevici Chief Solutions Architect Red Hat JB Josh Book CEO Parameter Insights LB Lynnley Browning Wealth Editor for Financial Planning Arizent DC Don Calcagni Chief Investment Officer Mercer Advisors JC Julia Carreon Managing Director Citi Global Wealth NC Nicole Casperson Founder of WTFintech? WTFintech? CC Chip Castille CEO and Founder GoalBased Investors MC Melinda Caughill Co-Founder i65, LLC SC Sarah Chubak Sales InvestCloud NC Nicole Cope Head of Advisors Ally Wealth KC Koley Corte Senior Vice President and Global Head of Business Transformation AllianceBernstein DC Daniel Crosby Chief Behavioral Officer Orion Advisor Solutions BC Ben Cruikshank Head of Flourish Flourish PD Phil Darling Head of Research ParameterInsights ID Ilan Davidovici Principle, Client Experiences Edward Jones RE Ric Edelman Founder Digital Assets Council of Financial Professionals FE Fred Egler Product Manager Hubly SF Sharon French President, Asset Management TIFIN MG Mayank Goradia VP, Head of Investment Product and Portfolio Analytics Fidelity Investments KG Kerry Gross Director of Research Intelligence Arizent LH Lori Hardwick Board Director Genstar Capital, Cetera, Orion & Vestwell MH Margaret Hartigan CEO Marstone OJ Oliva Jack Research Director Corporate Insight DJ David Jegen Managing Partner F-Prime Capital’s Tech Fund SJ Shruti Joshi COO Facet Wealth KK Kelli Keough Head of Product J.P. Morgan Wealth Management JK Janet King VP Research Arizent AK Aaron Klein Co-Founder & CEO Riskalyze IK Iraklis Kourtidis CEO Rowboat Advisors HK Harsh Kumar Head of Citi Alliance Citi Global Wealth HL Henry Lao Vice President, Investments Mercer Advisors AL Andrew Smith Lewis Special Advisor CAIS CL Cynthia Loh Head of PFMG Product Goldman Sachs SL Sonya Lutter, Ph.D., CFP Director, Institutional Research and Education Senior Consultant Herbers & Company JM Justin L. Mack Wealthtech Reporter for Financial Planning Arizent MM Manish Malhotra Founder & CEO Income Discovery NM Natalie Miller CFA, Director, Investment Strategy Parametric DO Diane Omdahl Co-Founder i65 Medicare Optimization software SO Sloane Ortel Founder Invest Vegan SP Samuel Palmer Head of Strategy, Digital Wealth Planning & Advice J.P. Morgan Wealth Management MP Mitali Prasad CFA, Portfolio Manager & Research Analyst Trillium Asset Management PR Patrick Reed CEO Yourstake LR Louis Retief Co-founder & CEO Hubly GR Gabe Rissman President YourStake AR Aric Rosenbaum Chief Technologist, Global FSI Red Hat TR Tricia Rothschild Board Member Financial Fitness Group TR Todd Rovak Founder Carefull SR Samantha Russell FMG TR Tuppence Russo Head of Private Wealth Infrastructure AllianceBernstein LR Laura Ryan Director of Wealth, Americas ServiceNow JS Joe Saari Founder & Chairman Financial Fitness Group TS Tobias Salinger Chief Correspondent Financial Planning AS Anthony Santillo Vice President - Planning Experience Northwestern Mutual RS Rod Sayegh Managing Director, Head of Digital Strategy Fiduciary Trust International CS Chana Schoenberger Editor-in-Chief American Banker DS Doug Scott Co-Founder and CEO Ethic TS Tom Scott Senior Director, Financial Services Strategy & Transactions EY-Parthenon JS Jeff Shafer CEO and CO-Founder CommonGood Capital AS Al Sears Vice President Dimensional Fund Advisors SS Suzanne Siracuse CEO Suzanne Siracuse Consulting Services LLC GS Gavin Spitzner President Wealth Consulting Partners, LLC BS Barbara Stutz Sales InvestCloud JS Jack Swift President & CRO TIFIN MT Mark Tibergien EY Advisor in Residence EY MT Michelle Tran SVP, Head of Enterprise Sales Vestwell NT Nicholas Trepp Principal Wealth Partners Capital Group RT Reggie Tucker Managing Director Manhattan West LU Lara Urfer Senior Product Manager Income Discovery LV Laura Varas CEO and Founder Hearts & Wallets BW Brian Wallheimer Managing Editor Arizent AW Andrew Way Senior Director of Research Corporate Insight MW Molly Weiss Head of Product Envestnet, Inc. JW Jennifer Wing SVP, Head of Asset Management GeoWealth JW Jay Jiyuan Wu Founder & Director Novus Power HY Henry Yoshida CEO and Co-founder Rocket Dollar OT Oleg Tishkevich CEO Invent.us GZ Gary Zimmerman CEO MaxMyInterest Add to calendar: Google iCal Outlook Yahoo Contact the organizer Add to calendar: Google iCal Outlook Yahoo Contact the organizer The best strategies start with an insightful outlook ©2022 SourceMedia LLC d/b/a Arizent. All rights reserved.Privacy Policy INVEST has not authorized the use or sale of its list by any outside organization. Anyone claiming to have our list is not legitimate.