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Wealth Management Morning Memo

JANUARY 1, 2022

Ten to Watch in 2022

WealthManagement.com Staff

Innovators and influencers set to change the industry in 2022.  

FULL ARTICLE

Ten to Watch in 2022: Caitlin Cook

Samuel Steinberger

Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast

FULL ARTICLE

Ten to Watch in 2022: Ben Cruikshank

Samuel Steinberger

Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual

FULL ARTICLE

Ten to Watch in 2022: James Dilworth

Diana Britton

James Dilworth is Co-Founder and Managing Partner, Veriti Management

FULL ARTICLE

Ten to Watch in 2022: Gurbir S. Grewal

Patrick Donachie

Gurbir S. Grewal is Director of Division of Enforcement, U.S. Securities and Exchange Commission

FULL ARTICLE

Ten to Watch in 2022: Shachar Kariv

Samuel Steinberger

Shachar Kariv is Co-founder of Capital Preferences; Benjamin N. Ward Professor of Economics and the Economics Department Chair at University of California, Berkeley

FULL ARTICLE

Ten to Watch in 2022: Kristen Kimmell

Diana Britton

Kristen Kimmell is Executive Vice President, Business Development, Advisor Group

FULL ARTICLE

Ten to Watch in 2022: Melanie Senter Lubin

Patrick Donachie

Melanie Senter Lubin is Maryland Securities Commissioner, President of the North American Securities Administrators Association

FULL ARTICLE

Ten to Watch in 2022: Matt Reiner

Davis Janowski

Matt Reiner is CEO and Co-founder of Benjamin; Partner at Wela Strategies LLC and Capital Investment Advisors

FULL ARTICLE

Ten to Watch in 2022: Gabe Rissman

Diana Britton

Gabe Rissman is Co-founder and President, YourStake

FULL ARTICLE

Ten to Watch in 2022: Niharika Shah

Davis Janowski

Niharika Shah is CEO, Clout; Partner, Tifin

FULL ARTICLE