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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James McIntyre is the Chief Strategy Officer of Inclusive Prosperity Capital (IPC), a non-profit clean energy finance platform. Prior to IPC, James spent almost 20 years in the municipal finance industry as a banker, issuer, and technologist, most recently overseeing the $20+ billion affordable housing debt portfolio of the State of New York. James remains active in affordable housing work, now serving on the board of New York State HFA.
October 6
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Bitcoin and the like may be the future, but right now the tax landscape is complicated.
October 6
American College of Financial Services -
Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.
October 6
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The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.
October 6
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In 2020, a year marked by deep economic crisis, Pedroso led her team to execute $16.9 billion of lending overall, up 9% from the previous year.
October 6
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Erdoes has seen huge gains in diversity throughout her 25-year tenure. Now, she says it's time for the industry to help shape the same sort of change in the broader world.
October 6
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Portney’s recent track record has allowed her to be more confident in her role chief executor of BNY Mellon’s global financial strategy.
October 6
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While crypto and decentralized finance will likely not replace the traditional systems of banking and finance, the industry needs to get ahead of the curve, Chakar said.
October 6
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McLaughlin pledged to improve diversity within the capital markets division she runs and across PNC Financial Services Group more widely.
October 6
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Last year, Browning’s team constructed disruptive research that brings new metrics to the evaluation of economies, markets, strategies and asset classes.
October 6
