Wealth Stack 2021 | Informa Connect | 25 October 2021 | Omni La Costa Resort, 2100 Costa Del Mar Rd, Carlsbad, CA 92009, USA

Bridging the gap between technology, investment management, and practice management.

Join over 1,000 attendees, including 700 financial advisors and planners, RIAs, and independent B/D advisors

What to expect?
Wealth/Stack 2021 is designed to enhance the way you work and innovate.

Need to find a new custodian for your assets? Looking for insight into how to rebalance portfolios? Want to streamline your CRM and find new automation tools? We've got you covered with Wealth/Stack - your one-stop shop for all your tech needs and so much more!

Join us for exciting content that is sure to leave you with tangible solutions for your everyday practice.

Who you'll meet?
Wealth/Stack is aimed at future-minded financial advisors looking to use tech to help run their businesses more efficiently.

Join over 1,000 attendees, including 700 financial advisors and planners, RIAs and independent B/D advisors.

A myriad of networking events will take place throughout the event including curated lunches, evening receptions, and specialized networking events to reconnect you with existing colleagues and help you find all-important new prospects.

2021 Speaker

Harpreet Ahluwalia
VP Product, Altruist

Michael Arone
Chief Investment Strategist for the SPDR® Americas Business, State Street Global Advisors

Ken Auspaker
Managing Director – M&A, Financial Technology and Asset Management, Evercore

Phil Bak
Chief Executive Officer, Exponential ETFs

Eric Balchunas
ETF Analyst, Bloomberg Intelligence

Jason Barsema
Co-Founder & Presiden, Halo Investing

Michael Batnick
Director of Research, Ritholtz Wealth Management

Douglas Boneparth
President, Bone Fide Wealth,

Peter Boockvar
CIO, Bleakley Advisory Group,

Nicole Boyson, Ph.D.
The Patrick F. and Helen C., Walsh Research Professor of Finance D'Amore-McKim School of Business, Northeastern University

Joshua Brown
CEO, Ritholtz Wealth Management

Christopher Bruno
Co-Founder & CEO, Rally Rd.

Tom Burmeister
VP - Financial Planning, NaviPlan by Advicent

Timothy Calkins
Director of Fixed Income, Nottingham Advisors

Ben Carlson
Director of Institutional Asset Management, Ritholtz Wealth Management

Justin Castelli
CEO & Financial Advisor, RLS Wealth Management

Alex Chalekian
Founder and CEO, Lake Avenue Financial

Hamesh Chawla
Executive Vice President and Chief Technology Officer, Edelman Financial Services

Eric Clarke
CEO, Orion Advisor Solutions

Dr. Daniel Crosby
Chief Behavioral Officer, Brinker Capital

Dan Cupkovic
Director of Investments, ARGI

Yasmin Dahya
Executive Director, ETF Product Development, JP. Morgan Asset Management

Jillian DelSignore
Head of ETF Distribution, J.P. Morgan Asset Management

Hiral Desai
VP, Strategic Partnerships, Apex Clearing Corporation

Blair du Quesnay
Investment Advisor Representative, Ritholtz Wealth Management

Joe Duran
CEO & Founding Partner, United Capital

Daniel Egan
Director of Behavioral Finance and Investing, Betterment

Caleb Eplett
VP of Product Management, YCharts

Kim Escue
Senior Portfolio Manager, Stringer Asset Management

Andres Garcia-Amaya
CEO & Founder, Zoe Financial

David Grau, Sr., JD
President and Founder, FP Transitions

Matt Hougan
Global Head of Research, Bitwise Asset Management

Morgan Housel
Partner, Collaborative Fund

Dina Isola
Investment Advisor Representative, Ritholtz Wealth Management

Ben Johnson
Director of Global ETF Research, Morningstar

Elisabeth Kashner
Director of ETF Research, FactSet

Rob Koyfman
CEO, Koyfin

Sean Kruzel
Founder of Portformer, Astrocyte Research

Sean Lawlor
Head of Enterprise Data Solutions, Envestnet

Jason Leffakis
Founder, Function4

Janet Levaux
Editor in Chief, Investment Advisor magazine, and Senior Editor, ThinkAdvisor.com

Howard Lindzon
Managing Director, Social Leverage

Steven Lockshin
Principal, adviceperiod.com

Tom Lydon
President, Global Trends Investments

Peter Mallouk
President, Creative Planning

Elizabeth Marchetti
Investment Director, WST Capital Management

Annie Massa
Investing Reporter, Bloomberg News

Dave Nadig
Managing Director, ETF.com

Ryan Neal
Technology Reporter & Columnist, InvestmentNews

Nina O'Neal
Partner & Investment Advisor, Archer Investment Management

Jim Pavia
Money Editor, CNBC, Shirl Penny, President & CEO, Dynasty Financial Partners

Kirsten Petras
Executive Director - Sales, Oak Street Funding

Alex Pire'
Head of Institutional Portfolio Management, Natixis Asset Management U.S.

Richard Powers
Head of ETF Product Management, Vanguard

William Rhind
Founder & CEO, GraniteShares

Barry Ritholtz
Chairman & Chief Investment Officer, Ritholtz Wealth Management

Barbara Roper
Director of Investor Protection, Consumer Federation of America

Ed Rosenberg
Senior Vice President, Head of ETFS, American Century Investments,

Todd Rosenbluth
Senior Director, ETF & Mutual Fund Research, CFRA

Tyrone Ross Jr.
Managing Partner, Noble Bridge Wealth Management

Shannon Saccocia
Chief Investment Officer, Managing Director, Boston Private Wealth

Kristen Schmidt
Founder & President, RIA Oasis

Allison Schrager
Economist, Journalist at Quarz, & Co-Founder, LifeCycle Finance Partners,

Teri Shepherd
Chief Operating Officer, Carson Group

Tripp Shriner
Partner, Point72 Ventures

Chris Shuba
Founder & CEO, Helios Integrated Planning & Helios Quantitative Research

Neal Siganporia
Soutions Evangelist, Moxtra

Caleb Silver
Editor-in-ChiefN, Investopedia

Shana Sissel
Chief Investment Officer, Spotlight Asset Group

David Snider
Founder & CEO, Harness Wealth

Michael Sonnenshein
Managing Director, Grayscale Investments

Anthony Stich
COO, Advicent

John Swolfs
CEO, Inside ETFs

Kyle Van Pelt
Strategy & Innovation, SS&C Black Diamond

Dan Villalon
Managing Director & Co-Head, Portfolio Solutions Group; Co-Host, The Curious Investor, AQR Capital Management

Jason Wenk
CEO, Altruist

Dasarte Yarnway
Founder & Financial Advisor, Berknell Financial Group

2021 Partners

LEAD MEDIA PARTNER:
• Wealthmanagement.com

MEDIA AND ASSOCIATION PARTNERS:
• ETF.com
• Jobs in ETFs
• Savvy Investor