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.

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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.

The Most Interactive Wealth Management Event, Ever!
- Benefit from tons of interactivity with discussion groups, creative think-tanks, round-tables, and a whole lot of fun while getting business done. This is your opportunity to build your network and speak “off-the-record” with peers who share your interests and understand your frustrations. Arrive as an attendee and leave as part of the Digital Wealth community.


2022 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 FinanceM1 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

Sponsors & Partners

2022 Sponsors

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