Speakers
Eric Lordi
Head of Wealth Platform and Experience, Citi
Michael Boardman
Wealth & Asset Management Consulting Practice, BCG
Ryan Sullivan
Director, Head of Buy Side, FTSE Russell
Sune Mortensen
Global Head of D&A Wealth, LSEG
Peter Smith
Director Customer Strategy, LSEG
David Wu
Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley
Mikael Schvarzman
Group Director of Strategic Accounts, LSEG
Patrick Shaddow
President and CEO, Syntax
Kevin Scrivanich
Executive Director, Digital Product Management, Morgan Stanley
Brian C. Smith, CFP®
Executive Director, Co-Head of the Wealth Strategies Group, Eaton Vance Distributors, Inc.,