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MASTERCLASS

Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.

Our leading panel discussion show, where experts deliver research grade insights, market views and thought leadership.

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MASTERCLASS: Empowering Wealth Managers

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The speakers will tackle important topics facing wealth managers and financial advisors, the technology that is driving their business growth and productivity, and ultimately, better outcomes for their clients.

  • Andrew Stavaridis, Chief Relationship Officer and Group Head of Wealth Solutions Distribution
  • Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions
  • Molly Weiss, Group President Wealth Management Platform
  • Tom Sipp, Executive Vice President, Business Lines
CE Credit