Jennifer Ray is Head of Innovation at BBR Partners, a boutique wealth management firm which offers highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. Jennifer joined BBR in 2007 and leads […]
David Chubak began his career with Edward Jones in March 2022 and is currently the head of the U.S. Business Unit. He guides the firm in accelerating its journey and aspiration to deliver human-centered complete wealth management to its current […]
CJ Follini is the Founder and CEO of NOYACK, a leading wealthtech company offering Education-as-a-Service primarily to millennials and millennials inheriting $4.4 trillion by 2025. NOYACK is currently the only holistic – learn, interact, invest – company providing that hub […]
Giancarlo Bruno Giancarlo Bruno is the Head of International Coverage, International Private Bank, at Deutsche Bank in New York. He also serves as Senior Advisor to the OECD’s Directorate for Enterprise and Finance on Sustainable Finance, Chairman of the […]
Rashmi Badwe is the Chief Operating Officer (COO) for Wealth Management, within the Office of the COO. She is an Executive Vice President of TIAA. Ms. Badwe’s scope of responsibility spans several functions in Wealth Management: Products and Solutions, Operations […]
Amanda Lott is an Executive Director and Head of Wealth Planning Strategy for J.P. Morgan Private Bank. In this high-impact role, she drives the firm’s training, content and strategic approach to help clients articulate their most meaningful intentions and align […]
Craig Reid is President, National Practice Leader – Retirement & Wealth at Marsh McLennan Agency (MMA), a subsidiary of Marsh. With 12 years of experience in the financial services industry, his passion for helping people create better financial futures is […]
Nitya Gopalakrishnan, MD, is the Chief Operating Officer (COO) for BlackRock Private Investors/Retail Separate Accounts (SMA) business. In this role, she is responsible for design and execution of business strategy, strategic initiatives, and ongoing delivery of a robust and […]
Billy Obregon is a Managing Director and Head of Latin America at Deutsche Bank Wealth Management based in New York. Mr. Obregon is responsible for providing investment opportunities and solutions to family offices and ultra- high-net-worth clients across the […]
