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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Tiffany Chi is a director at
Stout . She has experience in complex securities and derivatives valuations, advanced financial analytics and risk management issues.January 17
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Ashley Ross is a senior vice president at
Stout . She has over 12 years of experience in accounting and financial leadership roles, including areas of financial reporting and technical accounting.January 17
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