In|Vest West 2018 Direct

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. For more, please see: InVest Conference.

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Invest West | Direct
  • Steve Prymas has over twenty years of Professional Liability experience. He was previously the Vice President, Specialty Lines Manager and Global Chief Underwriting Officer of Cyber for Gen Re where he was charged with setting strategy and growing specialty lines across Treaty and Facultative reinsurance. While at The Hartford, Steve was responsible for strategic direction, underwriting staff, and P&L of The Hartford’s management & professional liability business. His experience also includes the introduction of predictive modeling, objective risk tiering, third party data proxies, online quoting and automated cross-selling. He also chaired The Hartford's enterprise-wide Cyber Working Group.

    In addition to his roles at HFP and Gen Re, Steve has spoken at and chaired several PLUS and Advisen events.

    Steve’s passion for insurance started at the early age of 13 when he made change for homeowners’ payments at the petty cash register of a local insurance agency.

    Steve is a graduate of Hamilton College and member of the Professional Liability Underwriting Society.

    March 3
  • Heather von Zuben is one of a small number of Latina executives on Wall Street.

    March 3
    Goldman Sachs
  • Joel is Senior Director, P&C Demand for MediaAlpha, the leading customer acquisition platform in the insurance industry. In this role, Joel leads the client-facing team that works with P&C advertisers to profitably acquire customers at scale, ensuring campaigns are highly efficient and meet client objectives.

    Prior to joining MediaAlpha, Joel spent six years with Liberty Mutual, most recently as Senior Director, Marketing. Joel holds an MBA and an MS in Information Systems from Boston University.

    March 3
  • John Mackowiak is chief business development officer at Advyzon, a cloud-based platform that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.

    John leads the sales and service effort and contributes to development of the Advyzon platform. Prior to working at Advyzon, he spent 12 years at Morningstar, most recently as product manager for Morningstar Office.

    March 2
    John Mackowiak, chief revenue officer of Advyzon.
  • Ben Siewert joined International Planning Alliance in November 2019 after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. He holds his CPA as well as his Bachelor of Science in Accounting from Penn State University.

    Siewert focuses his practice on working with families, as well as fellow mid-career professionals.  He enjoys explaining financial concepts and decisions to his clients using the athletic principles he has learned over the course of 30 years as an amateur athlete.  Every athlete works with a coach to enhance their strengths and improve their weaknesses — finances deserve the same care.

    March 2
  • The firm and a former rep recommended a course of actions that helped the wirehouse and hurt the customer, according to the FINRA arbitration case.

    March 2
    UBS office, Bloomberg News
  • Citigroup, whose U.S. wealth management business oversees about $181 billion in client assets, created a new business to sell products through independent advisors as CEO Jane Fraser maps a path to managing more money for wealthy individuals.

    March 2
    Citigroup Citi
  • Greg Zolkos is president and CEO of Atlas Professional Services, a Tampa, Florida-based IT support services provider. Reach him at gzolkos@atlasps.com and (813) 999-4499.

    March 2
    Zolkos-Greg - Atlas Professional Services
  • With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

    March 2
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  • Wendy Walker, vice president of regulatory affairs at Sovos, uses her market expertise to create and implement product and solution strategies that help customers meet the demands of a constantly changing regulatory environment. Since joining Sovos, she has helped lead the go-to-market strategy focused on growing the tax and regulatory reporting line of business. 

    March 2
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