More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The wealth managers respectively recapitalized as the spigots of capital keep expanding in the industry, even amid signs for concern in the larger economy.
June 14
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Mary Elizabeth Elkordy is the founder and president of Elkordy Global Strategies.
June 14
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Sheila Dukas-Janakos, MPH, IBCLC, LE, RLC is CEO and Co-founder of Healthy Horizons Corporate Lactation Programs and Breastfeeding Centers. Healthy Horizons lactation rooms are found in Fortune 500 companies and top workplaces in over 110 cities in North America. Their breastfeeding centers have supported over 100,000 families and counting.
Sheila was inspired to start Healthy Horizons after her physician discouraged her from breastfeeding during her first pregnancy and found there was little to no support for breastfeeding at home and in the workplace. Healthy Horizons was a first-to-market business 30 years ago and continues to be the industry leader in their work for lactation benefits in the workplace today.
June 14
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Christine Cooper is CEO at aequum, and a co-managing member at Koehler Fitzgerald.
June 14
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Frank Mengert continues to find success by spotting opportunities where others see nothing. As the founder and CEO of
ebm, a leading provider of employee benefits solutions . Frank has built the business by bridging the gap between insurance and technology driven solutions for brokers, consultants, carriers, and employers nationwide.June 14
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Christy has been passionate about immigration all her life. This passion inspired her to dedicate all of her professional and volunteer efforts to this field. She has been helping foreign nationals since 1997 and practicing business immigration law with prominent law firms since 2001. Over the course of her professional career, Christy gained extensive experience partnering with corporate clients of all sizes, from startup companies to Fortune 500 companies. She is trained and certified by Worldwide ERC as a Global Mobility Specialist, which serves as the base of her keen understanding of a wide range of global mobility issues facing clients. Christy is also recognized by Best Lawyers for her work in immigration law. This holistic approach to her practice addresses immigration’s multifaceted nature, from relocation resources to cross-cultural consideration.
June 14
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Jessica Chang is CEO and Co-Founder of
Upwards (formerly WeeCare), a nationwide child care network and child care benefits platform for U.S. employers.June 14
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The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.
June 14
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Disappointed by the impact of ESGs, younger generations may turn to alternative investments.
June 13
