The Inaugural WealthTech Americas Awards 2022 | Clearview Publishing | 21 March 2022 | TBA
Venue
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| Event Date | Mon Mar 21 EDT (over 2 years ago) |
| Location | TBA |
| Region | Americas |
Details
Ranked as top wealth management trend on Twitter, the fast-moving and on-trend world of WealthTech, where the key focus is the wealth manager’s client experience, is full of innovation.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the wealth management sector for almost 20 years. Over this period we have successfully run a global awards programme celebrating the achievement of the wealth management, private client and niche family office sectors.
There is a real demand for the technology partners servicing the wealth management industry to be publicly celebrated and rewarded for their achievement. For the past eight years we have included award categories for technology companies supporting the family office sector in the awards programme organised by WealthBriefing‘s sister publication – Family Wealth Report – covering the North American family office space.
Forming part of the overall WealthBriefing Global WealthTech awards program, we are now launching a separate awards programme giving prominence solely to WealthTech companies servicing the North American and Latin American wealth management industry.
Speakers
2022 Speakers
Logan Allin
General Partner, Fin VC
Amanda Anderson
Chief Administrative Officer, Ascent Private Capital Management of U.S. Bank
Patti Boyle
Entrepreneur, Educator, Consultant
Tom Burroughes
Group Editor, ClearView Financial Media
Joe Calabrese
COO Wealth Management, Key Private Bank
Jon Carroll
Managing Director, Private Client Services, Family Office Advisory, EY
Vikram Chugh
Chief Operating Officer, Robertson Stephens
Carole Crawford
Managing Partner, fincap360
Douglas Fritz
Founder and President, F2 Strategy
Howard Geller
Principal, Strategic Consultant, Hudson Peak Group
Stephen Harris
CEO, ClearView Financial Media
Tricia Haskins
VP, Digital Strategy & Platform Consulting, Fidelity Institutional
Tania Neild
CTO and Owner, InfoGrate
Jonathan North
Head of Products, 4Pines Fund Services
Gregory F. Roll
Co-Founder, Touchpoint
April Rudin
Founder and President, The Rudin Group
Mike Slemmer
Senior Consultant, The Collaborative
Wendy Spires
Head of Research, ClearView Financial Media
William Trout
Director of Wealth Management, Javelin Strategy & Research
Bill Woodson
Executive Vice President, Head of Wealth Advisory and Family Office Services, Boston Private
Sponsors & Partners
2022 Sponsors
TECHNOLOGY SPONSORS:
• ProFundCom
• SmartKYC
CATEGORY SPONSOR:
• WealthBriefing