The digital wealth industry comes together in one month at In|Vest 2019.

Get your ticket now before it sells out!

In|Vest 2019 continues to grow. We've welcomed dozens of new speakers from across the wealth management ecosystem to cover the groundbreaking innovations that are driving the industry forward. Meet our new speakers, then make your plans to join them July 16-17 in NYC.

MEET OUR NEW SPEAKERS

Meet Scott Blandford Chief Digital Officer and Head of TFS Technology, TIAA

Scott Blandford
Chief Digital Officer and Head of TFS Technology
TIAA

Meet Randy Bullard General Manager of Wealth Management, SigFig

Randy Bullard
General Manager of
Wealth Management
SigFig

Meet Dani Fava Director of Innovation, TD Ameritrade Institutional

Dani Fava
Director of Innovation
TD Ameritrade Institutional

Meet Leonard Golub Managing Director, Market Head, UBS Wealth Advice Center

Leonard Golub
Managing Director,
Market Head
UBS Wealth Advice Center

Meet Tricia Haskins Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional

Tricia Haskins
VP of Digital Strategy & Platform Consulting
Fidelity Institutional

Meet Rohit Mahna SVP & General Manager Financial Services, Salesforce

Rohit Mahna
SVP & General Manager Financial Services
Salesforce

Meet Kabir Sethi Managing Director, Head of Digital Wealth Management, Bank of America

Kabir Sethi
Managing Director, Head of Digital Wealth Management
Bank of America

Meet Erich Smith Executive Vice President and Chief Operating Officer, PNC Wealth Management

Erich Smith
EVP and COO
PNC Wealth Management

Meet Milorad Stefanovic Executive Vice President of Digital Technology, IGM Financial

Milorad Stefanovic
EVP of Digital Technology
IGM Financial

Meet William Trout Head of Wealth Management Research, Celent

William Trout
Head of Wealth Management Research
Celent

Meet Andy Wang Global Head of Wealth and Asset Management, Salesforce

Andy Wang
Global Head of Wealth and Asset Management
Salesforce

Meet Philip Watson Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank, Citi

Philip Watson
Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank
Citi

GET YOUR TICKET

DOWNLOAD BROCHURE

Contact Us

Get Your Ticket

Ingrid Olsen
(212) 803-8456

Grace Leaper
(855) 829-9864

Sponsor or Demo Opportunities

Stacy Gellman
(212) 803-8841

PRESENTING PARTNERS

Customer Service: (212) 803-6075

SourceMedia Events

One State Street Plaza, 27th Floor
New York, NY 10004

ABOUT | CONTACT | PRIVACY

If you believe this has been sent to you in error, please safely unsubscribe.