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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Sofia Gertsberg is managing director and head of quantitative investment science at HarbourVest Partners, a global private markets investment firm. Prior to joining HarbourVest she was the global head of fixed income and money market risk at State Street Global Advisors.
May 5
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The policy was one of the signature efforts of Gary Gensler's leadership of the SEC, requiring companies to report material risks to their business due to a changing climate.
May 5
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Wells' latest advisor recruiting coup comes just days after it pulled over a 19-person team formerly managing nearly $6 billion at Morgan Stanley.
May 5
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Jazz Wealth, whose name honors eccentric musicians who've mastered a difficult art form, specializes in reaching out to "misfit" clients with YouTube videos and events like wine socials.
May 5
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Nicole Belles is a product leader who turns complex health data into simple, trustworthy solutions. She is the chief product officer of GeneSprout, a pediatrician-founded company using genetic sequencing to improve the health of children by identifying conditions that can be treated or prevented. Throughout her over-two-decade healthcare career, Nicole has been using emerging technologies to build resilient, enduring products with measurable outcomes that address the strategic business needs of all stakeholders in the healthcare ecosystem.
May 4
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CEO Robin Vince defended the custody bank's use of artificial intelligence Monday, saying that the deployment of AI allows firms to increase their investment capacity.
May 4
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With about 41 million American workers lacking access to a retirement plan through their jobs, experts say advisors could play a pivotal role.
May 4
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Thomas Chaffee is the co-founder of GlobalStake, which provides institutional-grade crypto staking infrastructure.
May 4
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The Taylor Group of Wells Fargo Advisors is led by nine advisors, all of them relatively young and many of them siblings.
May 4
