SLF Speakers

Sabaha Ahmed, CFA
Sabaha Ahmed, CFA
VP, Credit Research, HSBC Asset Management
Barry Benjamin
Barry Benjamin
Independent Trustee, Morningstar Funds Trust Board
Lauren Bernstein
Lauren Bernstein
Head of Customer Experience, EVERFI
Sandy Bolton
Sandy Bolton
Executive Vice President, Head of Wealth Management Solutions, Ameriprise Financial Services
Eric Brothers
Eric Brothers
Managing Director, BlackRock
Scott Brady
Scott Brady
Head of US Product Development & Strategy, Columbia Threadneedle Investments
Mike Demissie
Mike Demissie
Global Head of Innovation and Advanced Solutions, BNY Mellon
Riley Etheridge Jr.
Riley Etheridge Jr.
President of the Wealth Management Client Group, Capital Group
Jim Fitzpatrick
Jim Fitzpatrick
President & CEO, Nicsa
Mark Giuliano
Mark Giuliano
Senior Managing Director and Chief Administrative Officer, Invesco
Nicole Greene (Moderator)
Nicole Greene (Moderator)
Head of Global Investor and Distribution Solutions, US, SS&C
Lena Haas
Lena Haas
Head of Wealth Management Advice and Solutions, Edward Jones
Melinda Hightower
Melinda Hightower
Managing Director, Head of Multicultural Strategic Client Segments, UBS
Dan Houlihan
Dan Houlihan
President, STP Investment Services
Grady Hua
Grady Hua
Director, PwC
Dr. David Kelly
Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management
Michael Lane
Michael Lane
Head of iShares U.S. Wealth Advisory, BlackRock
Ryan Leak
Ryan Leak
Author, Speaker, Executive Coach, and Filmmaker
Maureen Leary Jago
Maureen Leary Jago
Independent Director, Edward Jones, Bridge Builder Funds
Tyler Mathisen (Moderator)
Tyler Mathisen (Moderator)
Anchor/Correspondent/Program Host, CNBC
Jamila Mayfield
Jamila Mayfield
Partner, EY
Cassie McCarthy
Cassie McCarthy
Senior Manager, Wealth and Asset Management Consulting, EY
Tod McKenna
Tod McKenna
Global Head of Data Science and Artificial Intelligence, Citi Securities Services
Carolyn McPhillips (Moderator)
Carolyn McPhillips (Moderator)
President, Mutual Fund Directors Forum
Fred Naddaff
Fred Naddaff
Lead Independent Trustee, Symmetry Panoramic Funds
Stephen Patrickakos
Stephen Patrickakos
Managing Director, Head of Managed Investments, Bank of America/Merrill Lynch
Vu Pham
Vu Pham
CEO of Spectrum Knowledge & Chair of Elevate
Justine Phoenix
Justine Phoenix
Head of Diversity Project North America, Nicsa
Ryan Rugg
Ryan Rugg
Head of Digital Assets TTS, Citi
Jessica Ruggles (Moderator)
Jessica Ruggles (Moderator)
Corporate Vice President, Financial Wellness Thought Leadership & Market Insights, New York Life
Scott Smith
Scott Smith
Director, Cerulli Associates
Eric Stacy
Eric Stacy
Head of Front & Middle Office Product & Strategy, Northern Trust
John W. Stadtler (Moderator)
John W. Stadtler (Moderator)
Partner, Financial Services Industry, PwC
Amanda Walters (Moderator)
Amanda Walters (Moderator)
Principal, Casey Quirk
Allison Weaver
Allison Weaver
Vice President, Operations Strategy and Performance Delivery, Fidelity Investments
Greg Weiss
Greg Weiss
Managing Director, Head of Managed Accounts, BlackRock

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