SPEAKERS

Michael Arone, Chief Investment Strategist, Managing Director, State Street

Michael Arone | Chief Investment Strategist, Managing Director | State Street » speaking at WLTH Americas

Jim Barry, Managing Director, Chief Investment Officer, BlackRock Alternative Investors

Jim Barry | Managing Director, Chief Investment Officer | BlackRock Alternative Investors » speaking at WLTH Americas

Courtney Birnbaum, Senior Advisor, Cooper Family Office

Courtney Birnbaum | Senior Advisor | Cooper Family Office » speaking at WLTH Americas

Sarah Bratton Hughes, Head of Sustainability, Americas, Schroders

Sarah Bratton Hughes | Head of Sustainability, Americas | Schroders » speaking at WLTH Americas

Charles Burke, Head of Global Marketing, Morgan Stanley Investment Management

Charles Burke | Head of Global Marketing | Morgan Stanley Investment Management » speaking at WLTH Americas

Marshall Butler, Chief Marketing Officer, Wells Fargo Wealth & Investment Management

Marshall Butler | Chief Marketing Officer | Wells Fargo Wealth & Investment Management » speaking at WLTH Americas

Alex Catterick, Sr. Managing Director, Manulife

Alex Catterick | Sr. Managing Director | Manulife » speaking at WLTH Americas

Phyllis Costanza, Head of Social Impact And Chief Executive Officer Optimus Foundation, UBS

Phyllis Costanza | Head of Social Impact And Chief Executive Officer Optimus Foundation | UBS » speaking at WLTH Americas

Lisa Crafford, Vice President, Advisor Solutions, BNY Mellon - Pershing

Lisa Crafford | Vice President, Advisor Solutions | BNY Mellon - Pershing » speaking at WLTH Americas

Jean-Francois Crousillat, Managing Director, Alternative Strategies, Lighthouse Partners Llc

Jean-Francois Crousillat | Managing Director, Alternative Strategies | Lighthouse Partners Llc » speaking at WLTH Americas

Sebastian Culpan-Scott, Editorial Director, Savvy Investor

Sebastian Culpan-Scott | Editorial Director | Savvy Investor » speaking at WLTH Americas

Eddie Deschapelles, Georgetown University

Eddie Deschapelles |  | Georgetown University » speaking at WLTH Americas

Eve Ellis, VP, Wealth Advisor, William Blair

Eve Ellis | VP, Wealth Advisor | William Blair » speaking at WLTH Americas

Nicholas J Elward, Senior Vice President And Head Of Business Development And ETFs, Natixis Investment Managers

Nicholas J Elward | Senior Vice President And Head Of Business Development And ETFs | Natixis Investment Managers » speaking at WLTH Americas

Kristen Euretig, Brooklyn Plans

Kristen Euretig |  | Brooklyn Plans » speaking at WLTH Americas

Blair Feldman, Director, Family Office, Prager Metis C.P.A.S. Llc

Blair Feldman | Director, Family Office | Prager Metis C.P.A.S. Llc » speaking at WLTH Americas

Eric Freedman, Chief Investment Officer, US Bank Wealth Management

Eric Freedman | Chief Investment Officer | US Bank Wealth Management » speaking at WLTH Americas

Beverly Goodman, Editorial Director, Investing & Asset Management, Barron's

Beverly Goodman | Editorial Director, Investing & Asset Management | Barron's » speaking at WLTH Americas

Racheal Hanifan, Head of Human Resources, US, Schroders

Racheal Hanifan | Head of Human Resources, US | Schroders » speaking at WLTH Americas

Vincent Hayes, Global Head of Family Office & International Wealth, BNY Mellon Wealth Management

Vincent Hayes | Global Head of Family Office & International Wealth | BNY Mellon Wealth Management » speaking at WLTH Americas

Lori M Heinel, Deputy Global Chief Investment Officer, State Street Global Advisors

Lori M Heinel | Deputy Global Chief Investment Officer | State Street Global Advisors » speaking at WLTH Americas

Elisa Heise, Marketing, AppsFlyer

Elisa Heise | Marketing | AppsFlyer » speaking at WLTH Americas

Lisa Huang, Head of AI Investment Management & Planning, Fidelity Investments

Lisa Huang | Head of AI Investment Management & Planning | Fidelity Investments » speaking at WLTH Americas

Liam Hynes, EMEA Head, Capital Markets Product Specialist, S&P Global Market Intelligence

Liam Hynes | EMEA Head, Capital Markets Product Specialist | S&P Global Market Intelligence » speaking at WLTH Americas

Nikhita Iyar, Head of Strategic Business, Moxtra

Nikhita Iyar | Head of Strategic Business | Moxtra » speaking at WLTH Americas

Nikhita Iyar, Head of Strategic Business, Moxtra

Nikhita Iyar | Head of Strategic Business | Moxtra » speaking at WLTH Americas

Michael Kashani, Global Head of ESG Portfolio Management, Goldman Sachs

Michael Kashani | Global Head of ESG Portfolio Management | Goldman Sachs » speaking at WLTH Americas

Elisabeth Kashner, Director of Global Fund Analytics, FactSet Research Systems

Elisabeth Kashner | Director of Global Fund Analytics | FactSet Research Systems » speaking at WLTH Americas

Gunjan Kedia, Vice Chair, US Bank Wealth Management

Gunjan Kedia | Vice Chair | US Bank Wealth Management » speaking at WLTH Americas

Daniel Kern, TFC Financial Management

Daniel Kern |  | TFC Financial Management » speaking at WLTH Americas

Kristi Kuechler, Family Office Educator, Kuechler Consulting

Kristi Kuechler | Family Office Educator | Kuechler Consulting » speaking at WLTH Americas

Richard Lacaille, Global Chief Investment Officer, State Street Global Advisors

Richard Lacaille | Global Chief Investment Officer | State Street Global Advisors » speaking at WLTH Americas

Brandon Laughren, Laughren Group

Brandon Laughren |  | Laughren Group » speaking at WLTH Americas

Ed Lecky-Thompson, CTO, International Division, Vanguard

Ed Lecky-Thompson | CTO, International Division | Vanguard » speaking at WLTH Americas

Thomas Li, Co-Founder, daloopa

Thomas Li | Co-Founder | daloopa » speaking at WLTH Americas

Tom Lydon, CEO, E.T.F. Trends

Tom Lydon | CEO | E.T.F. Trends » speaking at WLTH Americas

Caitlin Maclean, Milken Institute

Caitlin Maclean |  | Milken Institute » speaking at WLTH Americas

Aakaash Madhavan, Associate Director of Investment Banking Advanced Analytics, RBC Capital Markets

Aakaash Madhavan | Associate Director of Investment Banking Advanced Analytics | RBC Capital Markets » speaking at WLTH Americas

Kip Meadows, Chief Executive Officer, Nottingham Investment Administration

Kip Meadows | Chief Executive Officer | Nottingham Investment Administration » speaking at WLTH Americas

Jeffrey Mortimer, Director of Investment Strategy, BNY Mellon Wealth Management

Jeffrey Mortimer | Director of Investment Strategy | BNY Mellon Wealth Management » speaking at WLTH Americas

Jonathan Nabrotzky, CEO & Managing Partner, Global Leader Group, USA

Jonathan Nabrotzky | CEO & Managing Partner | Global Leader Group, USA » speaking at WLTH Americas

Namtse Namgyal, Head of Institutional Sales, North America, Trucost, part of S&P Global

Namtse Namgyal | Head of Institutional Sales, North America | Trucost, part of S&P Global » speaking at WLTH Americas

Ryan Neal, Technology Editor, Financial Planning, Arizent

Ryan Neal | Technology Editor, Financial Planning | Arizent » speaking at WLTH Americas

Elizabeth Oates, Global Leader Group, USA

Elizabeth Oates |  | Global Leader Group, USA » speaking at WLTH Americas

Amanda Pullinger, Chief Executive Officer, 100 Women in Finance

Amanda Pullinger | Chief Executive Officer | 100 Women in Finance » speaking at WLTH Americas

Charlotte Ransom, Founder And Chief Executive Officer, Netwealth

Charlotte Ransom | Founder And Chief Executive Officer | Netwealth » speaking at WLTH Americas

Anita Rausch, Head of Capital Markets, The Wisdom Tree

Anita Rausch | Head of Capital Markets | The Wisdom Tree » speaking at WLTH Americas

April Rudin, Founder And Chief Executive Officer, The Rudin Group

April Rudin | Founder And Chief Executive Officer | The Rudin Group » speaking at WLTH Americas

Pamela Sams, Financial Advisor, Jackson Sams Wealth Strategies

Pamela Sams | Financial Advisor | Jackson Sams Wealth Strategies » speaking at WLTH Americas

Malik Sarwar, Senior Partner, Global Leader Group, USA

Malik Sarwar | Senior Partner | Global Leader Group, USA » speaking at WLTH Americas

Joel Shulman, Founder, Managing Partner And Chief Information Officer, Entrepreneurshares

Joel Shulman | Founder, Managing Partner And Chief Information Officer | Entrepreneurshares » speaking at WLTH Americas

Harlin Singh Urofsky, Global Head of Sustainable Investing, Citi Private Bank

Harlin Singh Urofsky | Global Head of Sustainable Investing | Citi Private Bank » speaking at WLTH Americas

Ben Slavin, Global Head of ETFs, Asset Servicing, BNY Mellon

Ben Slavin | Global Head of ETFs, Asset Servicing | BNY Mellon » speaking at WLTH Americas

Alan Smith, Global Head of Investments, Citigroup

Alan Smith | Global Head of Investments | Citigroup » speaking at WLTH Americas

Abraham Thomas, Chief Data Officer, Quandl

Abraham Thomas | Chief Data Officer | Quandl » speaking at WLTH Americas

Emily Thomas, VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst, Morgan Stanley Investment Management

Emily Thomas | VP, Investment Officer Diversity & Inclusion, Lead ESG Analyst | Morgan Stanley Investment Management » speaking at WLTH Americas

Rebecca Ungarino, Senior Finance Reporter, Insider

Rebecca Ungarino | Senior Finance Reporter | Insider » speaking at WLTH Americas

Linda Zhang, Chief Executive Officer and Founder, Purview Investments

Linda Zhang | Chief Executive Officer and Founder | Purview Investments » speaking at WLTH Americas

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