Aite-Novarica Wealth Innovation Executive Forum 2022 | Aite-Novarica Group | 9 November 2022 | TBA, New York City

After two years of pandemic-driven agendas, it is time for the wealth management industry to look ahead and respond to the fast-changing market environment. Traditional business models must be adjusted to meet today’s client expectations while accounting for sharply modified economics. Product and service offerings must be expanded and digitally enabled. Time is of the essence, though, as the market moves fast.

Join Aite-Novarica Group’s Wealth Management strategic advisors to:

• Discover how wealth managers are enabling client migration across the advice continuum
• Learn from industry experts how data and analytics fuel sales and service for wealth managers
• Hear who the winners of Aite-Novarica Group’s Third Annual Digital Wealth Management Impact Awards are, how they have evolved their digital platforms, and how their innovation has helped them • serve their clients better during the crisis

Who Should Attend:
• Heads/VPs of digital strategy
• Heads/VPs of strategy
• Heads of wealth management
• VPs of advice

2022 Speakers

FEATURED SPEAKERS:

Neesha Hathi
Managing Director / Chief Digital Officer, Charles Schwab

Cynthia Loh
Managing Director / Head of PFMG Product, Goldman Sachs

Ilan Davidovici
Principal/Client Experience, Edward Jones

Michael Jabara
Managing Director, Morgan Stanley

Sarah Tipple
VP - Head of Advisor Technology & Reporting, Bernstein Private Wealth Management

Samantha Trebesch
VP - Strategic Initiatives, Raymond James

Ashwini Walde
VP - Director of Advisory Programs, Janney Montgomery Scott

CHAIRS AND MODERATORS:

Dennis Gallant
Strategic Advisor, Aite-Novarica Group

Meghna Mukerjee
Strategic Advisor, Aite-Novarica Group

Wally Okby
Strategic Advisor, Aite-Novarica Group

Alois Pirker
Director - Wealth Management Practice, Aite-Novarica Group