Meet the outstanding members of the advisory council

INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

Where wealthtech leaders convene, connect and collaborate. Learn more →

MEET
THE

ADVISORY COUNCIL

INVEST

Hilton Midtown, New York, NY
June 16-17, 2022

Join the biggest thinkers in wealthtech

and globally renowned leaders in wealth management.

Highly informative and engaging for wealthtech practitioners and professionals supporting the industry."

- 2021 INVEST Attendee

Tricia Haskins

Head of Integration Solutions

Fidelity Investments

Suzanne Siracuse, Suzanne Siracuse Consulting Services LLC

Suzanne Siracuse
CEO
Suzanne Siracuse Consulting Services LLC

Gavin Spitzner, Wealth Consulting Partners

Gavin Spitzner
President
Wealth Consulting Partners

Lori Hardwick, RedRock Strategic Partners LLC and Strategic Advisory Board Member, Genstar Capital

Lori Hardwick
CEO of Wealthtech
RedRock Strategic Partners LLC and Strategic AdvisoryBoard Member Genstar Capital

Lindsey Bell

Chief Investment Strategist

Ally Invest

Mike Sha
CEO & Co-Founder
SigFig

Kabir Sethi, Bank of America Merill Lynch

Kabir Sethi
MD & Head of Digital Wealth Management
Bank of America Merrill Lynch

Dani Fava
Head of Strategic Development
Envestnet

COVID-19 PROTOCOLS

INVEST will be a fully vaccinated event

We will be following all guidance, precautions and measures recommended by authorities to make the experience safe, productive and welcoming for everyone.

View our safety plan →

Calling all leaders

shaping the future

of wealth management

If you think you have insights that can illuminate and

inspire the community, we want to hear from you.

APPLY TO SPEAK

*Submissions to be received by March 4, 2022

LET'S GET SOCIAL