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Where wealthtech leaders convene, connect and collaborate. Learn more → |
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| MEET
THE ADVISORY COUNCIL | INVEST | Hilton Midtown, New York, NY
June 16-17, 2022 | | Join the biggest thinkers in wealthtech and globally renowned leaders in wealth management. | | REGISTER NOW |
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| | Highly informative and engaging for wealthtech practitioners and professionals supporting the industry." - 2021 INVEST Attendee | |
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| Where wealthtech leaders convene, connect and collaborate. Learn more → |
|
|
| MEET THE ADVISORY COUNCIL | | INVEST | | Hilton Midtown, NY | June 16-17, 2022 | | Join the biggest thinkers in wealthtech and globally renowned leaders in wealth management. | | REGISTER NOW |
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| | Tricia Haskins Head of Integration Solutions Fidelity Investments |
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| Suzanne Siracuse
CEO
Suzanne Siracuse Consulting Services LLC |
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| Gavin Spitzner
President
Wealth Consulting Partners |
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| Lori Hardwick
CEO of Wealthtech
RedRock Strategic Partners LLC and Strategic AdvisoryBoard Member Genstar Capital |
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| | Lindsey Bell Chief Investment Strategist Ally Invest |
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| Mike Sha
CEO & Co-Founder
SigFig |
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| Kabir Sethi
MD & Head of Digital Wealth Management
Bank of America Merrill Lynch |
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| Dani Fava
Head of Strategic Development
Envestnet |
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