Co-founded FolioDynamix, sold to Actua in 2014
15+ yrs of FinTech , FinServ & wealth management experience, including Northern Trust, Citigroup, & Fiserv
MBA, Duke University, Fuqua School of Business,
BS in Finance, University of Illinois
12+ yrs of FinTech, FinServ & wealth management experience
Ran Product at FolioDynamix
Also worked at JP Morgan, State Street & Boston Financial Data Services
MBA, Rutgers Business School BS in Finance, Boston College
Investor in early-stage FinTech and SaaS companies at Primary Ventures
Technology Banking at Morgan Stanley
Additional finance roles at HIT Entertainment, Dixons Group and LEK Consulting
MBA, New York University, Stern School of Business MEng, Cambridge University
18+ years legal and regulatory experience.
Lobbied Congress directly related to DOL Fiduciary Rule.
In House career spent at UBS, Citigroup and Columbia - Threadneedle. Multiple CCO roles.
Admitted to bar in NY and CT. BS Northeastern University.
JD St. John's University School of Law.
Co-founded Jetlun and Asoka.
15+ years in Consumer Electronics, Internet-of-Things, Smart Cities, and Energy Management experience.
Holds four patents.
BA, San Francisco State University.
15+ years of FinTech & FinServ experience as a full stack engineer & manager
Full stack engineer
Attended Dartmouth & UMASS, Amherst
12+ years of FinTech experience
FinTech developer for Merrill Lynch, Citigroup, Goldman Sachs & Security Scorecard
MS, Technology Management, Columbia University. BS, Computer Science & Economics, State University of New York, Stony Brook
Lead Principal Consulting Engineer at Sungard
IT Strategy & Cloud Director at Paladyne
CTO at Ardsely Partners
18 yrs of FinTech & FinServ experience
BA, Business Management, Pace University
10+ years of FinTech & FinServ experience, including Nomura Securities, Deutsche Asset Management, and Betterment
DOL & wealth management strategy at PwC Strategy&
MBA, Columbia Business School
BS & BSBA, Villanova University
Head of Intermediary Distribution at Betterment for Business
Vice President, Sales & Relationship Management at Mesirow Financial
Sales & Marketing Consultant for Empower
8 years FinTech & FinServe Experience
BBA, Finance Loyola University Chicago
Holds Series 7 + 66 Licenses
10 years of retirement industry experience including J.P. Morgan Asset Management and Empower Retirement
Holds Series 7 and 66 Licenses
BS, Business Administration, UC Berkeley, Haas School of Business
15+ years experience as architect/developer/consultant
Designed, developed, and delivered solutions for startups to enterprise clients in finance, pharmaceutical, insurance, and retail
Microsoft Certified Professional
BS in Computer Science, NYIT
13+ years in B2B enterprise space, focus on ad tech
Hon. BSc. Computer Science, University of Toronto
16+ years of IT experience
Business Analyst/Technical Lead at UBS
Information Management Consultant at MMC
MS, Information Systems Management, Stevens Institute Of Technology
BS, Computer Science & Statistics, State University of New York, Stony Brook PMP
Consultant at FIS (Sungard), Trader WTS Proprietary
B.A. Computer Science, Rutgers
B.S., Brooklyn College
Background in Cancer and Stem Cell Research
Full-Stack Engineer at Indochino Inc.
Software Developer at Hootsuite Media Inc.
BSc in Computer Science, University of British Columbia
MBA & JD, Emory University
Admitted to Bar in GA
Holds Series 65 Licences
Portfolio reporting and analytics at Bridgewater Associates
Securities and finance consulting at NERA Economic Consulting
MBA, University of Chicago Booth School of Business
BA, Cornell University
7+ years in defined contribution plan and defined benefit plan consulting and advising.
Holds Series 65 and Chartered Retirement Plans Specialist℠
BFA, Ferrum College
CEO, Ritholtz Wealth Management
Frequently featured on CNBC’s “Halftime Report”
Founder, The Reformed Broker
University of Maryland, College Park,
Former COO, Pershing, a BNY Mellon company
Former Co-Founder of Envestnet, Group President, Advisor Services
MBA, The University of Chicago Booth School of Business BA, Ohio State University
Principal, PAK Consulting, LLC
Former COO and Managing Director, TIAA-CREF Individual & Institutional Services
Former CAO & Senior Vice President for UBS Financial Services, Managed Accounts Business
Master of Laws (LLM), Boston University School of Law Doctor of Law (JD), Loyola University New Orleans College of Law BA, College of the Holy Cross
Former CTO, Integral Ad Science
Former VP Technology, TIBCO Software
Former CTO & Co-founder, DataSynapse, Inc
Ph.D., Brown University
MIT, Sloan School of Management
MS, Brown University