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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Joshua Beers, partner, head of private equity investments at NEPC, is a member of the firm's Private Markets Research Group, leading the coverage of private equity strategies.
He is also a member of the firm's Equity Beta Group and Strategic Healthcare Team.
October 10
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Brad Saft is an award-winning entrepreneur, writer, investor and founder of DonorAdvisedFunds.com.
He has founded several companies including eSpired, an education technology company focused on at-home learning, where he serves as CEO. He is actively involved with a variety of nonprofits, serving on the board of Kids Need Our Love aimed at combating child abuse.
October 10
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Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.
October 10
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Jason Kaminsky is the CEO and co-founder of
kWh Analytics . Just prior to joining kWh Analytics, Jason spent more than three years as a vice president of environmental finance at Wells Fargo Bank. As a senior member of the Wells Fargo deal team, Kaminsky originated, underwrote, and financed tax-equity investments during a time when the bank added nearly $1bn of solar assets. Prior to joining Wells Fargo in 2011, he worked at SPG Solar, where he supported the CEO on strategic corporate initiatives.Kaminsky received both his B.S. in Mathematics and his B.S. in Atmospheric, Oceanic, and Environmental Sciences from UCLA. He holds an M.S. degree in Environment and Resources from Stanford University, and also completed his M.B.A. at the Stanford Graduate School of Business. He is from Thousand Oaks, California.
October 10
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Jonathan Vincent Glenn's admissions follow his $3 million settlement with the SEC over similar charges.
October 10
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A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10
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Meaningful progress on DEI initiatives has a real effect on the workforce. We examine the dynamics that drive this conclusion and what it means for companies.
October 10
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