wealth Experts

Patrick Cote

Founding PartnerAssetGrade LLC

Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.

Angela Caputo

Assistant Professor of JournalismLoyola Marymount University

Jagdish N. Sheth

Charles H. Kellstadt Chair Emeritus of MarketingEmory University, Goizueta Business School

Globally known for his scholarly contributions in consumer psychology, competitive strategy, and geopolitical analysis

Debra Lyon

Dean | ChairUniversity of Florida

Debra Lyon’s research focuses on symptom management in women with breast cancer and other chronic illnesses.

Brian Clark

Assistant Professor, Lally School of ManagementRensselaer Polytechnic Institute

Quantitative finance expert with extensive experience in risk management and machine learning in the banking and credit card industries.

Richard Kelley, M.D.

Physician, Author, Speaker & Transformation CoachRichard Kelley Fitness Ventures

Physician, Author, Speaker, Transformation Coach at Richard Kelley Fitness Ventures

Nevin Markwart

Chief Information Security OfficerFutureVault

Nevin Markwart is a Canadian retired professional ice hockey player who played 309 games in the National Hockey League.

Norman Lewis

Crowdsourced innovation advisorPwC

Experienced inspirational speaker on social media behaviours and enterprise innovation

David Webb

Chief Financial OfficerDeer Park ISD

Experienced, thought-provoking and dynamic speaker on the history and current status of Texas school finance

Wesley Longhofer

Associate Professor of Organization & Management; Senior Director, Center for Faculty Development and Excellence; Assistant Vice Provost for Faculty AffairsEmory University, Goizueta Business School