2019 Speakers

Conference Chair
CEO, 280 CapMarkets
Senior Vice President, Global Head -Markit Digital, IHS Markit
Associate Editor, Financial Planning
Vice President, Technology Products, Pershing LLC, a BNY Mellon Corporation
Principal, Director of Business Development, evisor
Head of Digital Client Experience, Bernstein Private Wealth Management
EVP, Head of the Registered Investment Advisor Segment, Fidelity Clearing & Custody Solutions
CEO and Co-Founder, FiComm Partners, LLC
Managing Director of Digital & Fiduciary Operations, Wells Fargo Wealth Management
Founder & CEO, Lake Avenue Financial
Senior Vice President and Global Head of Business Transformation, Alliance Bernstein
Editor at Large, American Banker
Managing Partner, Merchant Credit Partners
Client Experience Leader, Edward Jones
Chief Product Officer, Personal Capital
Founder and Managing Director, DeVoe & Company
Conference Content Lead, Financial Planning
Former CEO Twine and Head of Advice and Innovation, Formerly with John Hancock Financial Services
Founder, Solutions With Sonya
Editor-in-Chief of Financial Planning, SourceMedia
COO, Acorns
President, F2 Strategy
VP Sales, Horizn
CEO & Founder, Arkose Labs
Principal, The Gresham Company, LLC
Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional
CEO and Founder , Ezra Group
Senior Product Manager, Investment Services, Fiserv
Co Founder & CEO, Capacity
Founder and CEO, Rowboat Advisors
Chief Operating Officer, UHNW, Investment Banking and Capital Markets, Credit Suisse
Founding Principal, Schultz Collins, Inc.
Market Development Manager, Wealth Management Solutions, Refinitiv
Co-Founder and Chief Strategy Officer, OpenInvest
Vice President, Digital Advice and Innovation, Charles Schwab
Managing Partner, Director of Investment Advisor Service, PPC LOAN
Senior Editor and West Coast Bureau Chief, Financial Planning
Chief Investment Officer, INTRUST Bank
CEO, PolySign, Inc.
West Coast Tech Correspondent, Financial Times
CEO, J. H. McLaughlin & Co.
President & Co-Founder, Smartleaf
CMO, Artivest
CEO & Founder, Timelineapp.co
Senior Editor, Financial Planning
CEO, Addepar
Co-founder and CEO, Wealthfront
Director of Marketing and Strategy, First Foundation
Principal & Wealth Manager, Robasciotti & Philipson
President and CEO, Jemstep
Founder and President, The Rudin Group
Head of Product & Client Experience, SVB Private Bank
Vice President, Fintech & Open Innovation, L'Atelier BNP Paribas
Managing Director, Head of Digital Wealth Management, Bank of America Merrill Lynch
CEO, SigFig
EVP, Chief Marketing Officer, LifeYield
Principal and Co-Founder, Springboard Advisory Group
Chief Executive Officer, Harvest Savings & Wealth Technologies
President, Wealth Consulting Partners
CEO and Founder, Betterment
Vice President, Marketing Communications, Carson Group
Head of Wealth Management and Banking, MoneyLion
SVP & CMO, Addepar
Chief Growth Officer, InvestCloud
Head of Wealth Management Research, Celent
CEO, SkyView Partners
Account Manager, Refinitiv
Founder & Financial Advisor, Berknell Financial Group