“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
|8:30 - 10:00|| Blueprinting the HNW advisory ecosystem for the digital age.
Design your Wealth Advisory Multi-Family Office Dashboard.
Built on a holistic, elastic infrastructure for families and their enterprises.
|Nick Gregory • CEO of Wealth Advisors Hub|
|10:15 - 11:00||Blend everything you need in order to serve your HNW Families as their Wealth Custodians on a virtual basis.||Chirag Nanavati & Robin Williams • Managing Directors of Vantage|
|11:00 - 11:45||Partnering with local CPA Firms to deepen your client offering.
Create a cross-referral platform with enhanced planning capabilities.
|Robert Merl • National Practice Director of BDO Alliance USA|
|12:45 - 1:30||TBD||TBD|
|1:45 - 2:30|| A fully integrated platform for tax-qualified retirement plans.
Single Employer Plans - Pooled Employer Plans - IRAs
| David Herlihy • Senior Vice-President at Slavic401k
John Slavic • CEO at Slavic401k
|2:30 - 3:15|| Learn a new language in communicating, on-the-fly, with advisory clients.
A customizable, interactive, voice activated mobile app.
| Mitch Morrison • CEO of Eyeballs Financial
Brian Fitzgerald • CTO of Eyeballs Financial
Bill Burks • President of Eyeballs Financial
|3:15 - 4:00||Integrating private banking solutions into your practice.
Securities based lending - FDIC Insurance Deposit Programs - Liquidity Solutions
|John Leto • EVP, Head of Institutional Banking at The Bancorp Bank
Joseph Bennett • Head of National Accounts of The Bancorp Bank
|4:00 - 4:45||Including comprehensive trust services and estate administration into your wealth management offering.||Michelle Diamond, CFTA • Chief Development Officer at Cumberland Trust
|4:45 - 5:30|| Simplify asset management into one turnkey platform:
Investment Management - Marketing - Support - Tech Stack - Design
|Kyle Wiggs • CEO of UX Wealth Partners|
|5:30 - 6:15|| Converting taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work.
A cloud based micro donor advised fund platform - Philanthec®
| Nick Gregory • CEO of Charitable Capital
Dave Gilmartin • CMO of Givinga
|8:30 - 9:15|| An estate planning digital platform built for wealth advisors.
|| Matt Morris • CEO at Encorestate Plans
|9:15 - 10:00||Putting tax advisors in control of their client's tax records. See what the IRS sees virtually, on-demand.||Charles Hayes • SVP of Revenue at Tax Status|
|10:15 - 11:00||TBD||TBD|
|11:00 - 11:45|| Bridge the wealth planning gaps to master the planning maze at scale.
Holistic integration - Checklists and spread sheets are gone forever.
|Nick Gregory • CEO of The Wealth Engineering Hub|
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
National Practice Director
BDO CPA Alliance
Chief Development Officer
The WE Hub
Co-Founder, CEO of
UX Wealth Partners
Executive Vice President
The Bancorp Bank
CEO & Founder
Eyeballs Financial, LLC
Head of National Accounts
SVP of Revenue
Sales and Strategy
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
Chirag Nanavati is part of the founding team of Asset Vantage and leads its India business operations including global product management, global engineering & technology and Middle East/Asian markets. Previously Chirag lead UNIDEL company Softdel as its CEO.
Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.
Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.
Robin Williams is a Managing Director at Asset Vantage, focusing on new business development, client relationship management and supporting the development teams’ product and implementation strategies. Prior to joining Asset Vantage, Robin was Managing Director of Institutional Relationships at Archway Technologies.
In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.
While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.
Robin holds a Bachelor of Science from the College of Charleston, SC.
As Senior Vice President of Sales, David is responsible for driving sales and engagement with the pooled employer 401(k) plans.
Prior to joining Slavic 401k, David spent over 14 years with Fidelity Investments in a variety of roles. Throughout his career at Fidelity, he held several management positions primarily focused on servicing multi-channel wealth and retirement segments. In addition to his roles at Fidelity, he held several management positions in both sales and relationship management in both the financial as well as the technology industries.
David holds a Bachelor of Arts in Political Science from St. Lawrence University.
John Leto is Executive Vice President and Head of Institutional Banking at The Bancorp. John is uniquely positioned to serve the strategic needs of our Institutional Banking clients based on his tenure with some of the most notable financial services organizations. He transitioned from his position as Chief Administrative Officer where he led Operations Services, Marketing, Public Relations and Investor Relations, as well as Human Resources, Organization Development and all Sales Effectiveness and Practice Management programs.
Prior to joining The Bancorp, John served as Senior Vice President and Head of National Sales of Wealth Management at TD Bank, where he managed the sales expansion strategy throughout the U.S. Previously, he was President and Chief Executive Officer of Standard Chartered Americas Private Bank, where he also served as Chairman, President and Chief Executive Officer of StanChart Securities International. As part of Standard Chartered’s U.S. Executive Committee, he was responsible for all Wealth Management businesses within the U.S. and Latin America. John also held several senior management roles at Citigroup, where he served as Citi Private Bank’s Chief Administrative Officer with responsibility for the U.S., Latin America, Asia, Europe and the Middle East.
Kyle’s passion is disruptive solutions. He spent a decade and a half listening to financial advisors and their clients. One thing became clear: advisors and their clients are looking for better solutions. As a leader, Kyle can deliver cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.
Chuck Hayes likes to describe himself as a banker by trade but works in fintech by choice. He spent 20+ years working in the community banking and credit union space holding a variety of roles where he learned the value of leveraging data to enhance the customer experience. He migrated from banking to fintech because he sees financial technology as the bridge between organizations and customers. Chuck is an SME on the use of information from tax records to deepen relationships, make better recommendations, and gather additional assets. In his current role at Tax Status Chuck leads the organization in delivering their technology solution to banks, credit unions, wealth advisors, certified financial planners and lenders to give them the ability to see what the IRS sees and leverage that information for a best-in-class client experience.
Over the past 43 years Mitch has held executive positions with companies such as E.F. Hutton, Allmerica Financial, Travelers Portfolio Group, Smith Barney, Morgan Stanley, Financial West Group and FourStar Wealth Advisors. Mr. Morrison was the past president of Financial West Group with over $4 billion in assets under management and over 100,000 investment accounts. Mitchell is the founder of Financial Literacy Project, a non-profit, tax-exempt organization dedicated to classroom instruction of high school and college students. He is also the author of four books which reflect his education and career. During the “cold war years,” Mitchell was employed by the Federal Bureau of Investigation stationed in Washington D.C. and New York City. He worked in the area of foreign counter intelligence and counter espionage. He also formed and operated “World Trade Center Miracles Foundation” and “Americas Ride” appearing on “Good Morning America”, ABC, CNN, NBC, and CBS. He has organized national fund-raising efforts for both 9/11 World Trade Center relief and Hurricane Katrina disaster relief. He is a graduate of University of Southern California, School of Journalism and George Washington University, Masters Forensic Science.
Joe works with investment firms, financial professionals and their clients and business executives to expand their financial management tools. He leads the National Account Management team’s efforts for the Bancorp Institutional Business. Joe has over 25 years of experience in the financial services industry. Previously, he was a founding partner of m-Power Holdings, a start-up B2B2C next generation private-label wealth management lending platform to deliver planning based, total balance sheet solutions to affinity groups, RIA’s, financial professionals and their clients. Prior to that time, Joe built best-in class wealth management sales & lending operations for Merrill Lynch Credit Corporation and Charles Schwab Bank. He also served as National Sales Director at Schwab.
Mr. Fitzgerald has over two decades of executive leadership in technologies fields within the Graphic Design, Software and Digital Marketing industries. Some of the better-known companies Mr. Fitzgerald has worked with include, QVC, licensors NASCAR, US ARMY, NFL and MLB. He began his career as Web Master at Cast Art, until he was recruited by the Van Group to be the Director of Marketing and New Media. His prime responsibility was to oversee the digital transformation of the company and education of its 300 field sales reps. Later, Mr. Fitzgerald became the VP of Marketing and Digital Media for Ultra Solutions, an international medical device company. In addition to rebranding the company, he conceived and executed digital and traditional marketing campaigns to a global B2B/B2C market. Through his graphic redesigns and digital marketing strategy the company’s sale revenue doubled within eighteen months. An expert in new technology utilizing data driven analytics, Mr. Fitzgerald was educated at. Cal State Fullerton, Fullerton CA, in New Media, Graphic Design, Digital Marketing.
As Givinga redefines modern giving through its Philantech® tools and technology, Dave partners with companies of all sizes to unlock the full potential of charitable giving to deliver meaningful impact and business results. He combines his life long passion for philanthropy with over 25 years of digital sales, strategy and product development working with leading global brands and innovative startups including Comcast, NY Times, Cars.com and AdPerfect.