Speakers | 2019 DDM Summit

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2019 Speakers

Jim Crowley

CEO, BNY Mellon | Pershing

Megan Carpenter

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

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

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

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

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