In|Vest West 2018 Direct

Loretta Thompson is a real estate partner at the international law firm Withers. She has over two decades of experience handling audits with the franchise tax board and regularly handles tax exchanges for high net worth individuals.

Lisa Rill is the executive director of Senior Life Source.

Lisa Woods is the vice president of physical & emotional wellbeing at Walmart.

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

With recent cases as teachable moments on what not to do, two of the top cops on the wealth management beat offer lessons to the industry.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

Evelyn Pineros serves as a product strategy manager for digital offerings for Sapiens Global Digital. Evelyn possesses expertise in business strategy development, software solutions delivery, and professional services leadership. 

Many advisors cite “improving client service” as the catalyst for a move — but knowing what the real impact will be is critical.

As a senior consultant at Diamond Consultants, Wendy works with high-achieving advisors that run complex and successful businesses. She regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence.

Wendy earned her MBA in marketing and international business from NYU’s Stern School of Business. She is also a cum laude graduate of Colgate University, majoring in economics and international relations.