Meet the Innovators & Disruptors Changing Wealth Management
Come to In|vest and meet disruptors, established leaders and venture investors actively engaged in the wealth management market. In 2017, we expect to attract 1,000+executives to explore and debate the state of the industry—where it’s at, where it’s going, and who the winners will be when we get there.
Mark Goines Vice Chairman, Digital Wealth Management, PERSONAL CAPITAL
Timothy Heier EVP and CEO, CHARLES SCHWAB
Bill Crager President, ENVESTNET, INC.
Naureen Hassan Chief Digital Officer, MORGAN STANLEY WEALTH MANAGEMENT
Joe Duran Founder and CEO, UNITED CAPITAL