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With Charlie Kroll (Founder, Ellevest), Eric Lordi (MD, Morgan Stanley), Lauren Minches (VP Product & Mktg, Blueprint Income), Tim Foley (Head of Product Dev, Pershing), Roger Paradiso (Head of Alternate Distribution Strategies, Legg Mason).
Tuesday, May 15, 2018 at 06:30 PM    Cost: Absolutely Free
Galvanize, 303 Spring St
 
     
 
 
              

          
 
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Wealth management firms are leveraging digital platforms to revolutionize the industry. Investments in new technology are enabling more efficient financial advisors & providing customers with an experience that rivals the most technology forward startups. By building & partnering to realize innovative demands, modular ecosystems are being built that deliver truly powerful solutions.
Join Capco, Plug&Playand senior executives from Morgan Stanley, Pershing, Ellevest, Blueprint Income & Legg Mason for an exciting conversation drawing upon our experiences & lessons learned from building successful digital wealth management solutions that are fueling the next wave of innovation.
Come learn, network & do business at this exclusive event, with intelligent conversation followed by drinks & hors d'oeuvres.
Current Panel Participants:


Eric Lordi, Managing Director at Morgan Stanley


Charlie Kroll, Co-Founder/President, Ellevest




Lauren Minches, VP Product/Marketing, Blueprint Income


Tim Foley, Head of Product Development, Pershing


Roger Paradiso, Head of Alternate Distribution Strategies, Legg Mason




Moderated by: Capco Digital

 
 
 
 
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