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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Up from $26 million in 2023, Jane Fraser's compensation last year saw the largest increase so far among heads of big U.S. banks.
February 19
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Attila Toth is the founder and CEO of ZestyAI, a risk platform for property and casualty insurers. With over two decades of experience building high-growth businesses at the intersection of data and climate science, Attila has worked with insurers and regulators across the U.S. to scale AI adoption responsibly. Before founding ZestyAI, he held leadership roles at C3 AI and SunEdison and was a strategy advisor at McKinsey & Co.
February 19
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The order called for agencies including the SEC and the FTC to submit draft regulations for White House review before publication.
February 19
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Steve Dean is the chief investment officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA.
He leads the investment team, developing and overseeing the deployment of the public and private model portfolios. Dean has over 30 years of experience researching markets and implementing investment strategies for both institutional and wealth advisor clients. He began his career in the economic research department of the Federal Reserve before joining a large global quantitative equity manager, working with endowments, pension plans and fund providers.
February 19
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Stephen Gannon is a partner in the financial services practice at Davis Wright Tremaine LLP.
February 19
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Amanda Butler, chief technology officer of Nepsis, said she has been working for over a decade to help the firm integrate its tech stack with Salesforce.
February 19
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