Gavin Spitzner

President, Wealth Consulting Partners
Gavin Spitzner
Gavin Spitzner is President of Wealth Consulting Partners, a boutique consultancy that advises Financial Institutions on how to leverage technology and best practices in Investment Platforms, Portfolio Management, Goals-Based Advice and Digital Advice to improve the client experience and drive topline revenue and bottomline business results.

Gavin has over 25 years of experience helping banks, broker dealers and RIA’s overcome complex obstacles standing in the way of accelerated, profitable growth. Operating at the intersection of strategy and execution, Gavin has helped dozens of organizations launch or enhance wealth management platform solutions leveraging innovative technologies and processes designed to improve business performance and enhance client experiences. Gavin’s consulting firm Wealth Consulting Partners, LLC helps wealth management organizations develop and deploy digital advice solutions encompassing fully automated solutions and hybrid advice solutions.

More information can be found on Gavin’s corporate website at wealthconsultingpartners.com.