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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Meet the 10 early-career financial planners who won this inaugural award.
August 26
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Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.
August 26
STP Investment Services -
Digital currencies are gaining interest, but there are still many reasons to be cautious.
August 26
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Patrick Murray is president and CEO ofSTP Investment Services , a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.August 26
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D Sharma is the Co-Founder and CEO of Wellness Coach, a workplace wellness platform that provides on-demand access to a vast library of tools, including guided meditations, workout videos, and sleep music. Wellness Coach also offers live classes that allow users to connect with doctors and experts in real-time.
August 26
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Anders Fohlin has been CFO of
Medius since 2014. Before joining Medius, he was vice president of finance and accounting at Klarna Group and vice president of business control at Nasdaq OMX. Previously, he had several years of experience with Cision, Accenture and Acando.August 26
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Chelsea Cloak , a licensed certified public accountant (CPA) (Inactive), is managing partner of the San Diego office of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.August 26
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Josh Lehr is director of technology alliances at Total Expert, a fintech software company.
August 26
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The IRS has blessed at least one approach to getting around the TCJA limitation — the entity-level tax.
August 26
Wolters Kluwer Tax & Accounting -
Concurrent is having its best recruiting year ever, and the firm’s new managing director of business development aims to boost its expansion even more.
August 26
