The Ritz-Carlton
The Ritz-Carlton, 1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 14 EDT - Wed May 15 EDT (over 2 years ago)
Location The Ritz-Carlton
1 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
Region Americas

Tackle Your Most Pressing Digital Challenges The Digital Wealth conference brings together over 150 senior digital, tech, marketing, and innovation executives from asset and wealth management firms. With in-depth presentations, interactive sessions, and tons of networking, you’ll not only learn from digital innovators but make valuable new connections along the way.


2019 Speakers

Alexandria Stried
Chief Product Officer, Ellevest

Megan Schleck
Co-Founder, CEO, COIN by John Hancock

Andrew Altfest
President, Altfest Personal Wealth Management

Abby Salameh
CMO, Private Advisor Group

Will O’Rielly
SVP, Director, Investment Consulting Group, SunTrust Bank

Sabrina Bailey
SVP, Head of Digital Investment Advice, Northern Trust Asset Management

Marcia Reid
Senior Vice President – Head of Digital Client Experience Systems, Brown Brothers Harriman

Hemin Desai
SVP, Global Head of Digital & Marketing Operations, Neuberger Berman

Patrick Wilker
SVP, Head of Wealth Management - Mass Market Investments, U.S. Bank

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

Kunal Vaed
Managing Director, Head of Digital - Self Directed Investing, JP Morgan

Natalie Rubenoff
VP, Customer Experience Manager, Digital Strategy, Nuveen

Lisa Brown
Vice President, Client Solutions and Information Systems, Ferguson Wellman Capital Management

Sudheer Ummalaneni
VP, Digital Technology, LPL Financial

Saad Zariff
Vice President of North America, Wahed Invest

Patrick Leary
VP, UX Manager, Digital, AllianceBernstein

David Hagen
VP Digital Wealth, Folio Investing

Doug Wardley
VP, Product Strategy, LPL Financial

Priya Sajja
VP, Product Strategy, BNY Mellon

Mike Balsam
VP, Digital Manager, Wealth Digital and Innovation, Wells Fargo

Marc Wiznia
Head of Enterprise Strategy & Business Development, Voya Financial

Robert Candler
Head, Digital Client Experience, Bernstein Private Wealth Management

Daniel Huss
Head of Product, Verus, State Street

Vivek Bedi
Head of Consumer Experience Digital Products, Northwestern Mutual

Gail Griffin
Head of Digital Platforms, US Intermediaries, T. Rowe Price

Brad Shepard
Head of Advisor Innovation, WisdomTree

Brian Thomas
Global Director Of Client Development, Northern Trust

Sid Sharma
Director, Digital Platforms, City National Rochdale Sid Sharma

Manuel Geitz Manuel Geitz
Head Of Transformation Wealth Management, Deutsche Bank Wealth Management Americas Manuel Geitz

Peter Watson Peter Watson
Head of Data Intelligence and Strategy, WisdomTree

Ariana Qayumi Ariana Qayumi
Director, Group Product Manager, Royal Bank of Canada

Colin McDarmont
Director, Digital Product Management, RBC Wealth Management

Sunayna Tuteja
Global Head of Strategic Partnerships & Emerging Technologies, TD Ameritrade

Carrie Wenjing Xu
Research Economist, Vanguard

Ronak Pakzad
Founder, GoodWealth

Craig McLaughlin
Founder and President, Extractable

Bob Miller
Vice Chairman & CEO, Private Client Resources

Michael Carvin
CEO & Co-Founder, SmartAsset

Michael Rodgers
EVP Head of Innovation NY, InvestCloud

Mark Richards
VP of Product, Jemstep

Mike Brusov
CEO, Cindicator

Lananh Nguyen
Finance Reporter, Bloomberg

Meghan Morris
Senior Financial Reporter, Business Insider

Olga Rodriguez
Program Director, Digital Wealth 2019

Sponsors & Partners

2019 Sponsors and Partners

• Extractable
• InvestCloud
• Jemstep
• Mastercard
• SmartAsset
• Solstice
• Unblu

• CryptoNewsZ
• Fintech Finance
• Financial IT
• FundFire
• Private Banking
• Savvy Investor
• WealthTech Club
• Jemstep
• Mastercard