Dennis Gallant
Senior Analyst,
Aite Group

Meghna Mukerjee
Senior Analyst,
Aite Group

Wally Okby
Senior Analyst,
Aite Group

Alois Pirker
Research Director,
Aite Group

Sophie Schmitt
Senior Analyst,
Aite Group

         

        Special Guest Speaker

Sallie Krawcheck
CEO and Co-Founder,
Ellevest

Carlos Ayesa
Head of Customer Investment Products,
CaixaBank

Dr. Felix Brill
CIO,
VP Bank Group

Dr. Nils Bulling
Head of Digital Strategy & Innovation Organization,
Avaloq

Tom Burmeister
Vice President of Financial Planning,
NaviPlan

Dorothée Chapuis
Head of CSR, Client
Strategy Office,
Societe Generale
Private Banking

Andrew Firth
Founder and Chief Executive,
Wealth Wizards

Jenna Hokanson
Director, Head of
Financial Wellness,
UBS

Rani Jabban
Managing Director, Head of Treasury, Financial Institutions, and Digital Assets
Arab Bank (Switzerland), LTD.

Dipti Kachru
Chief Marketing Officer,
J.P. Morgan Wealth Management

Brad Lawler
Head of Analytics,
MyVest

Jeff McMillan
Managing Director, Chief
Analytics & Data Officer,
Morgan Stanley Wealth Management

Nalika Nanayakkara
Head of Wealth and Asset Management Consulting,
EY

Michelle Odom
Director Solutions Consultant,
Black Diamond

Kjetil Ødegård
Chief Financial Officer,
Formuesforvaltning

Mike Orr
VP and GM of LiveSocial,
Seismic

Richard Owen
VP, Wealth Management,
Ortec Finance

Dr. Boris Rankov
Head of Digital Advisory, InvestCloud Private Banking & Wealth

Scott Reddel
Managing Director,
Accenture

Melissa Rother
Financial Services, Industry Principal,
RingCentral

Stefan Schwitter
Head Investment Solutions,
SEBA Bank AG

Eddie Sempek
SVP of Strategic Relationships,
Orion

Kabir Sethi
Managing Director,
Head of Digital,
Bank of America
Merrill Lynch

Christopher Sparke
Global Head of Advisory Solutions,
Refinitiv

Chris Thomas
Head of Digital Assets,
Swissquote Bank

Alessandro Tonchia
Head of Strategy,
InvestCloud Private Banking & Wealth

Lily Trager
Managing Director,
Director of Investing with Impact, Head of Impact Solutions,
Morgan Stanley

Mark Trousdale
EVP, Chief Marketing Officer,
InvestCloud

Jurgen Vandenbroucke
Expert General Manager,
KBC

Additional speakers from the U.S. and Europe to be announced soon.

To view our 2020 event speakers, click here.

Interested in speaking at this event? Please contact us at events@aitegroup.com.