wealth management Experts
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Bill Doyle
Vice President, Principal AnalystForrester Research
Digital Trends in Wealth Management
Paul Labarge
Board Chair, CATAAlliance // Founding PartnerLaBarge Weinstein LLP
Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.
Benjamin Cummings, Ph.D. CFP(R)
Faculty Director, Master of Financial Planning & Analytics (MFPA) programUtah Valley University
Cummings is an expert in personal financial planning and behavioral finance
Douglas Johnson
Managing DirectorCranganore Inc
Investment Banker and Portfolio Strategist
Claude Diderich
Managing Director and Ownerinnovate.d llc
Dynamic, engaging speaker, with proven didactical capabilitie
Jean (John) Pfeifer
DirectorUBS
World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.
Caspar Berry
Motivational and Keynote Speaker and TrainerCaspar Berry Ltd
Keynote and Motivational Speaker and Trainer on the subject of Risk Taking and Decision Making
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Joseph Coughlin, PhD
Director, AgeLabMIT Center for Transportation & Logistics
Dr. Coughlin's work explores how global demographics, technology and changing behaviors are transforming business & society.
Dr. Ron Dembo
Founder and CEOZerofootprint Software Inc.
Easily filling even the biggest shoes and still leaving no mark, the CEO of Zerofootprint developed software to reduce environmental impacts