In|Vest West 2018 Direct

Phil Wasserman joined the Nassau County Office of Management and Budget 2019.  Wasserman has worked in public finance since 2000.  He has worked with New York City and its associated issuing entities.  He has also been a banker with Merrill Lynch (now BofA Securities) and Siebert Cisneros Shank (now Siebert Williams Shank).  He began his career as an environmental engineer.  Wasserman holds degrees from Cornell University, the University of Texas at Austin, and Columbia University.

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

With over 20 years' experience in starting up and growing technology businesses, McNally is passionate about enabling others to transform and succeed in the digital space.

Mark Kim is the Chief Executive Officer of the Municipal Securities Rulemaking Board.

"Hopefully one day the industry changes and no one is surprised to see me at a top producer event due to my race or gender, or both," writes advisor Sandra Cho.

Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management. Ms. Cho serves more than $23 million in brokerage assets through LPL Financial and over $180 million in advisory assets through Golden State Wealth Management as of 10/5/21.

With 18 years in the financial services industry, Ms. Cho has been consistently in the top 5% of financial advisors nationwide in production. She is recognized on the Forbes Top Women Wealth Advisors list for 2020 and 2021.

Ms. Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, DBA Pointwealth Capital Management, a Registered Investment Advisor. Golden State Wealth Management, Pointwealth Capital Management and LPL Financial are separate entities.

The U.S. may join Canada and Europe, which have already approved similar products.

Justin L. Mack was the wealthtech reporter for Financial Planning, as well as the host and lead editorial producer of the Financial Planning Podcast. The Cleveland, Ohio, native earned bachelor's degrees in communication and political science from Purdue University before spending more than a decade as a USA Today Network journalist with the Lafayette Journal & Courier and the Indianapolis Star. His work as a reporter, anchor, moderator and host has earned him awards for coverage of crime, politics, pop culture, business, breaking news and investigations. Justin also serves as a board member for the Indiana Professional Chapter of the Society of Professional Journalists. In addition to exploring the role technology plays in the lives of advisors on a daily basis, Justin covered efforts to address the diversity and culture issues that have plagued financial services for generations.

Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal.