InVest West 2019 | Source Media Inc. | 5 December 2019 | Parc 55 San Francisco - A Hilton Hotel, 55 Cyril Magnin St, San Francisco, CA 94102, USA

Venue
Parc 55 San Francisco - A Hilton Hotel
Parc 55 San Francisco - A Hilton Hotel, 55 Cyril Magnin St, San Francisco, CA 94102, 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.

Learn more
Event Date Thu Dec 5 PST - Fri Dec 6 PST (about 5 years ago)
In your timezone (EST): Thu Dec 5 11:30am - Fri Dec 6 6:00pm
Location Parc 55 San Francisco - A Hilton Hotel
55 Cyril Magnin St, San Francisco, CA 94102, USA
Region Americas
Details

The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth.

In|Vest West will explore all the dynamics at play in today’s wealth management ecosystem.

Speakers

2019 Speakers

David Canter
EVP, Head of the Registered Investment Advisor Segment, Fidelity Clearing & Custody Solutions

Ilan Davidovici
Client Experience Leader, Edward Jones

Janice Diner
CEO, Horizn

Sebastian Dovey
Conference Chair

Manning Field
COO, Acorns

Steve Frook
VP Sales, Horizn

Craig Iskowitz
CEO and Founder , Ezra Group

Samuel Lee
Market Development Manager, Wealth Management Solutions, Refinitiv

Joshua Levin
Co-Founder and Chief Strategy Officer, OpenInvest

Jamie McLaughlin
Co-founder, The UHNW Institute

Simon Roy
President and CEO, Jemstep

April Rudin
Founder and President, The Rudin Group

Gavin Spitzner
President, Wealth Consulting Partners

Jon Stevenson
Head of Wealth Management and Banking, MoneyLion

William Trout
Head of Wealth Management Research, Celent

Brian Walsh
Wealth Management Specialist, Refinitiv

Sponsors & Partners

2019 Sponsors & Exhibitors

PLATINUM SPONSOR:
• Refinitiv

EXHIBITORS:
• NaviPlan
• Financial Fitness Group
• Fiserv
• Vestmark

DEMO SPONSORS:
• Horizn
• Refinitiv