Speakers

Eric Lordi

Head of Wealth Platform and Experience, Citi

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Michael Boardman

Wealth & Asset Management Consulting Practice, BCG

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Ryan Sullivan

Director, Head of Buy Side, FTSE Russell

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Sune Mortensen

Global Head of D&A Wealth, LSEG

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Peter Smith

Director Customer Strategy, LSEG 

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David Wu

Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley

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Mikael Schvarzman

Group Director of Strategic Accounts, LSEG

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Patrick Shaddow

President and CEO, Syntax

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Kevin Scrivanich

Executive Director, Digital Product Management, Morgan Stanley

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Brian C. Smith, CFP®

Executive Director, Co-Head of the Wealth Strategies Group, Eaton Vance Distributors, Inc.,

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