2019 Speakers
Jim Crowley
CEO, BNY Mellon | Pershing
Megan Carpenter
CEO, FiComm Partners
Kurt Miscinski
President & CEO, Cerity Partners
Dave Welling
CEO, Mercer Advisors
Mark Tibergien
CEO & Managing Director, Advisor Solutions, BNY Mellon | Pershing
Larry Roth
Managing Partner, RLR Strategic Partners
Manny Roman
CEO, PIMCO
Dan Seivert
CEO, ECHELON Partners
James Gold
CEO, Steward Partners Global Advisory
Rush Benton
Senior Director, CAPTRUST
Jeff Dekko
CEO, Wealth Enhancement Group
Chris Frieden
Partner, Allston Bird
Carolyn Armitage
Managing Director, ECHELON Partners
Ed Swenson
COO, Dynasty Financial Partners
Scott Wetzel
CEO, Skyview Partners
Jeff Warren
Managing Director, Russell Reynolds Associates
Mike Wunderli
Managing Director, ECHELON Partners
Bill Van Law
CEO, WVL Group
Dustin Mangone
Director, PPC Loan
Bill Willis
CEO, Willis Consulting
Ted Cohen
Senior Partner, Cohen/Mainzer LLP
Robb Baldwin
President & CEO, Trade PMR
Rick Dennen
CEO, Oak Street Funding
Corey Kupfer
Principal, Kupfer & Associates
Jeff Bischoff
CEO, Old Greenwich Consultants
Mark Bruno
Managing Director, InvestmentNews
David Mrazik
Managing Partner, Merchant Investment Management