Digital Wealth 2021 | Worldwide Business Research (WBR) | 19 May 2021 | Virtual Event

The World’s Leading Wealth Management Conference

Digital Wealth is a two-day forum of action-packed takeaways, detailed use-cases and networking with the top minds in wealth and asset management. You will explore how the most innovative wealth management firms, broker dealers, RIAs, robos and more use emerging technologies to help better serve high net worth and retail clients.

This is THE meeting place to benchmark against the best of the best in wealth management digital transformation.

What is Digital Wealth?
Digital Wealth is the only forum gathering wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your high net worth clients. Learn how the most innovative asset and wealth management firms tackle digital transformation. 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.

Who is this event for?
Digital Wealth is for senior-level wealth or asset management executives focused on digital transformation and innovation at their organizations. These executives are SVP/VP/Head of Product, Distribution, Digital, and Operations, and come from wealth management companies, asset management companies, robo-advisors, and RIAs.

2021 Speakers

Silvio Stroescu
President, BMO InvestorLine

Scott Blandford
Executive Vice President, Chief Digital Officer, TIAA

Peter Lundgreen
CEO, Lundgreen Capital

Doug Besso
CTO, Hightower Advisors

Michael Savino
COO, M1 Finance

Andrew Altfest
President and Principal Advisor, Altfest Wealth Management

Ainslie Simmonds
EVP, Head, U.S. Digital Client, PIMCO

George Marootian
EVP, Head of Technology, Natixis Global Asset Management

Scott Boyarsky
SVP, Digital Experience Platforms, Fidelity Investments

Patrick Wilker
SVP, Head of Wealth Management - Emerging Wealth, U.S. Bank

Koley Corte
SVP and Global Head of Business Transformation, AllianceBernstein

Will ORielly
SVP, Director, Investment Consulting Group, SunTrust

Eric Larkins
SVP, Director Of Strategic Solutions, Suntrust Private WM, Suntrust (Now Truist)

Alison Congdon
SVP, Product Management, PIMCO

Elizabeth Kelly
SVP of Growth, United Income from Capital One

Bryce Bushell
Head Of Wealth Management Digital Advisor Tools, UBS

Brian Stimpfl
Head of Enterprise Product Management & COO of Advisory Services, Prudential Financial

Joe Nadreau
Managing Director, Innovation & Business Strategy, Wells Fargo Advisors

Thomas Kelly
Managing Director, Global Head of Digital, Legg Mason

Konstantin Vilk
Head of Technology, Head of Cybersecurity, Portola Partners

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

Henry Detering
Managing Director, Global Marketing, Lazard Asset Management

Brian Stewart
Head of Client Experience Quality, Vanguard

Anish Shah
Head of Digital, BNY Mellon Wealth Management

Rod Sayegh
Head of Digital Strategy, Fiduciary Trust Company International

Jay Wightman
Head of Digital Experience, John Hancock Investment Management

Thomas Pening
Head of Marketing Intelligence & Technology, John Hancock Investment Management

Frank Filippis
Head Of Asset Management Technology, Rockefeller Capital Management

Mike Balsam
VP Product Management Wealth Online and Mobile, Wells Fargo

Kerry Sette
Vice President, Head of Consumer Insights & Research, Voya Financial

Tricia Haskins
VP, Digital Strategy & Platform Consulting, Fidelity Investments

Lily Li
VP of Private Bank Innovation, Citi

Allen Rodrigues
VP, Innovation and Development, Ameriprise Financial

Patrick Leary
VP, UX Manager, AllianceBernstein

Priya Sajja
VP of Product Management, BNY Mellon

Jin Chung
VP, Digital Strategy & Marketing, Eaton Vance

Daniel Aguillon
VP, Digital Platforms, Advisor Group

Dan Sachar
VP, Enterprise Innovation, Ladenburg Thalmann Financial Services

Chrisinda Mowrer
AVP Consumer Engagement and Loyalty, Voya Financial

Ilan Davidovici
Client Experience Leader, Edward Jones

Brian Shapiro
Chief Strategy Officer, Private Client Resources

Andrew Besheer
Head of North America, Appway

Neal Siganporia
Solutions Evangelist, Moxtra

Alexandre Kech
CEO, Onchain Custodian

James Rockwood
Founder, CapIntel

Olga Rodriguez
Program Director, Digital Wealth

2021 Partners

MEDIA PARTNERS:
• Banking CIO Outlook Magazine
• Cointelegraph
• CryptoNewsZ
• Financial IT
• Fintech Finance
• FinTech Magazine
• Savvy Investor