WEALTH/STACK 2019

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The Scottsdale Plaza Resort, Scottsdale, Arizona

Scottsdale, Arizona

Wealth/Stack, September 8-10 in Arizona, is the first event of its kind. Created in collaboration with Ritholtz Wealth Management, it will bring together experts in investment and tech to establish the future of advice. SAVE 10% with VIP code: FKF2482ETGIWL 

Register Here

 

Wealth/Stack, September 8-10 in Arizona, is the first event of its kind. Created in collaboration with Ritholtz Wealth Management, it will bring together experts in investment and tech to establish the future of advice.

 

You'll participate in top-level conversation with 100 expert speakers and receive three days of inspirational content to help you differentiate your business and succeed in today’s challenging market.

 

Wealth/Stack plays host to CTO’s and COO's from the largest RIAs sharing how they built their tech stack, why it makes them better, and what you should be thinking about as you build out your firm’s technology.

 

Confirmed speakers include:

 

Joe Duran, CEO, United Capital

Teri Shepherd, COO, Carson Group

Steve Lockshin, Principal, Adviceperiod.com

Barry Ritholtz, Chairman & CIO, Ritholtz Wealth Management

Shirl Penney, president and CEO, Dynasty Financial Partners

Allison Schrager, Economist, Journalist at Quarz, & Co-Founder, LifeCycle Finance Partners

Patrick O'Shaughnessy, CEO, O'Shaughnessy Asset Management (OSAM)

Daniel Egan, Director of Behavioral Finance & Investing, Betterment

Nina O’Neal, Partner & Investment Advisor, Archer Investment Management

Josh Brown, CEO, Ritholtz Wealth Management

 

 

Please visit the event website to view the agenda, full speaker line-up and to register your place online: https://bit.ly/2FPwVTM

Alternatively, email [email protected] or call +1 888 670 8200.
 

SAVE 10% with VIP code: FKF2482ETGIWL