Virtual Event

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Event Date Mon Nov 15 UTC (14 days ago)
In your timezone (EST): Mon Nov 15 4:30am - Mon Nov 15 12:00pm
Location Virtual Event
Region All

With exponentially more wealth management clients going digital in 2020, many firms have responded with similar offerings. Now, as wealthtech accelerates faster than expected, firms are looking to differentiate themselves based on superior user experiences.

Featuring engaging demos highlighting the industry’s most impressive advances, INVEST CONNECT will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.

More reasons you can't miss this year's event
• CFPs for the first time
• Rethink and Reshaping Wealth Management with Behavioral Finance
• “FIN- Fluencers” - Network with the new leaders of wealthtech
• Wealth Management, ESG and the Role of Technology


2021 Speakers

Chady AlAhmar
Chief Executive Officer, Wealth Management, Old National Bancorp

Ed Andersen
VP, Mobile and Advanced Technology, E*TRADE

Lindsey Bell
Chief Investment Officer, Ally

Jim Brown
Founder & Managing Partner, Long Ridge Equity Partners

Sonali Chatterji
Head of Financial Services, Thoughtworks

Koley Corte
SVP, Global Head of Transformation, AllianceBernstein

Ilan Davidovici
Principal, Client Experience, Edward Jones

Mallon FitzPatrick
Managing Director, Robertson Stephens Wealth Management

Lori Hardwick
CEO, Wealth Tech, Red Rock Strategic Partners

Tricia Haskins
Head of Integration Solutions, Fidelity Investments

Kelli Keough
Head of Product, J.P. Morgan Wealth Management

Brandon Krieg
CEO, Stash

Markus Lammer
Chief Operating Officer of the Ultra-High Net Worth (UHNW), Credit Suisse

Kim Mackrill
COO, Mammoth

Mark Mitchell
Head Of Product - Morgan Stanley at Work, Managing Director, Morgan Stanley

Ryan Neal
Technology Editor, Financial Planning

April Rudin
President, Rudin Group

Jessica Schnepf
Head of Product Design, M1 Finance

Chana Schoenberger
Editor-in-Chief, Financial Planning

Mike Sha
CEO & Co-Founder, SigFig

Edward Shahnasarian
Principal, Thomas H. Lee Partners

Gavin Spitzner
President, Wealth Consulting Partners, LLC

Farouk Ferchichi
Chief Data Analytics Officer, Envestnet | Yodlee

William Trout
Director of Wealth Management, Javelin Strategy & Research

Lynnley Browning
Reporter, Financial Planning

Sonya Lutter
Director, Institutional Research and Education Senior Consultant, Herbers & Company

Rob Ziliak
Chief Experience Officer, Buckingham Wealth Partners

Dan Ciavarella
Head of Wealth Sales, Americas, Refinitiv, an LSEG business

Bill Wagner
Solution Consultant, Digital Wealth, Refinitiv, an LSEG business

Neal Keene
Field Chief Technology Officer, Smart Communications

Ed Robinson
Co-Founder & President, Stash

Sponsors & Partners

2021 Sponsors

• Evestnet Yodlee
• Thoughtworks

• Raymond James
• RiskAlyze

• Refinitiv
• Smart Communications