SLF Speakers

Phil Andriyevsky (Moderator)
Phil Andriyevsky (Moderator)
Partner, Wealth and Asset Management, EY
Sandy Bolton (Moderator)
Sandy Bolton (Moderator)
Senior Advisor, FS Investments
Jim Bumpus
Jim Bumpus
Head of Intermediary Markets, Columbia Threadneedle Investments
Erin Carney
Erin Carney
Head of Strategic Development and Managing Director, Thornburg Investment Management
John Cooper (Moderator)
John Cooper (Moderator)
Former Head of Distribution, Morgan Stanley & FLX Distribution Advisory Board Director
Terrence Dempsey
Terrence Dempsey
Product Manager, Fidelity Investments
Sonja Formato
Sonja Formato
Senior Director, Foreside Financial Group
Matthew Glickman
Matthew Glickman
VP, Customer Product Strategy, Global Head of Financial Services, Snowflake
Marty Griffin (Moderator)
Marty Griffin (Moderator)
Vice President Operations, Northeast Retirement Services
Clint Harris
Clint Harris
Head of Wealth Management Platforms and Global Consulting, Invesco
Sue Herera
Sue Herera
CNBC Anchor at Large
Yariv Itah (Moderator)
Yariv Itah (Moderator)
Managing Principal, Casey Quirk - a Deloitte Business
Deidra Jenkins
Deidra Jenkins
SVP, Chief Diversity & Inclusion Officer - Americas, Northern Trust
Kevin Mahn
Kevin Mahn
President and Chief Investment Officer, Hennion & Walsh Asset Management
Greg McCall
Greg McCall
Co-Founder & President, Equity Data Science
Cassie McCarthy
Cassie McCarthy
Senior Manager, Wealth and Asset Management Consulting, EY
Sumedh Mehta
Sumedh Mehta
CIO, Putnam Investments
Sabastian V. Niles
Sabastian V. Niles
Partner, Wachtell, Lipton, Rosen & Katz
Roger Paradiso
Roger Paradiso
Head of Product Solutions, Franklin Templeton Distributors, Inc.
Justine Phoenix
Justine Phoenix
Head of Diversity Project North America, Nicsa
Stephanie Pierce
Stephanie Pierce
Chief Executive Officer, Dreyfus, Mellon and Exchange-Traded Funds, BNY Mellon
David Rosen
David Rosen
Managing Director, Head of Traditional Investment Products, Morgan Stanley
Steve Rueschhoff
Steve Rueschhoff
Principal, Edward Jones
Bill Rys
Bill Rys
Managing Director and Head, Federal Government Affairs, Citi
Tracy Shelby
Tracy Shelby
U.S. Co-Head of Global Investor and Distribution Solutions, SS&C Technologies
Phil Schermer
Phil Schermer
Founder and CEO, Project Healthy Minds
Anna Snider
Anna Snider
Head of Due Diligence, CIO Office, Merrill Lynch
Joe Sullivan
Joe Sullivan
Executive Chair and Chief Executive Officer, Allspring Global Investments
Allyson Whiteley
Allyson Whiteley
Senior Vice President of Human Resources, Global Talent Management, Franklin Templeton Investments
Rheeta Wise
Rheeta Wise
President, MFS Service Center, MFS
J. Womack
J. Womack
Managing Director, Investment Products & Personalization, Independent Advisor Solutions, SEI

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