The University Club of New York
The University Club of New York, 1 W 54th St, New York, NY 10019, US

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Event Date Wed Nov 17 EST (7 months ago)
Location The University Club of New York
1 W 54th St, New York, NY 10019, US
Region Americas

The 2021 AdvisorHub An Industry In Transition Summit will focus on the challenges facing advisors in a Post-Covid world. Advisors will face stiff headwinds in the form of potential new taxes and enhanced regulations, and will encounter the challenges and opportunities inherent in Robo Advising and Bitcoin. They will also have to find ways to modify the new technology and best practices they adopted during Covid for the post pandemic world. All of this against a backdrop of continuing M&A and recruiting activity, perhaps fueled by the stay at home mandates of Covid, and questions about model sustainability in the face of Reg BI and scale pressures.

Our in-person and virtual attendees will hear from industry leaders and CEOs who are at the forefront of navigating their firms through these changes, and come away with an understanding of the challenges ahead and a roadmap for how to take themselves and their firms successfully to the other side.


2021 Speakers

Tony Sirianni
Publisher & CEO, AdvisorHub

Ron Kruszewski
Chairman of the Board of Directors and CEO, Stifel

Christine Sandler
Head of Sales and Marketing, Fidelity Digital Assets

Chris Baker
Senior Manager, Business Development, Fidelity Digital Assets

Libet Anderson
President - Investment Solutions, Concourse Financial Group

Doug Kentfield
President, and Head of Wealth Management, Steward Partners

Kip Caffey
Chief Executive Officer, Resurgent Financial Advisors LLC

John Tyers
Head of the Independent Advisor Group, First Clearing

Tony Rochte
Managing Director, Goldman Sachs Private Bank Select

Whit Magruder
Managing Director, Goldman Sachs Private Bank Select

Ron Ransom
Chief Business Development Officer, Envestnet

Ed Swenson
Co-Founder and COO of Dynasty Financial Partners & President, Advisor Services Exchange

Trish Moll
Senior Franchise Field Vice President, Ameriprise Financial

Brian Mora
Regional Vice President, Ameriprise Financial

Brian Leitner
Head, Mariner Platform Solution

Jeff Crosby
CEO & Founder, 3xEquity

Christopher Mone
EVP, Head of Wealth Management, Wedbush Securities

Caitlin Ulmer-Long
Senior Vice President, Director of Private Client Group Administration, Janney

Frank LaRosa
Founder & Chief Executive Officer, Elite Consulting Partners

Jeff Stewart
Managing Director, Head of Business Development, Hilltop Securities Inc.

Gregory J. Troccoli
Senior Vice President, Business Development, B. Riley Wealth Management

Kristen Kimmell
EVP, Business Development, Advisor Group, Inc.

Sponsors & Partners

2021 Sponsors


• AG Advisor
• Stifel
• Fidelity Investment
• Mariner Platform Solutions


• Ameriprise Financial


• Commonwealth
• Elite


• Envestment