Rethinking Your Product Pipeline

With more than 25 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli he has authored more than thirty in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

In recent years his research has been focused on helping client firms design and implement strategies that help their advisory teams feel empowered rather than endangered by the progression of digital engagement models.

Scott, who received his B.A. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University, started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007.

Sandy leads the strategic direction and management of the Ameriprise Advice & Wealth Management product and solutions offering, including Advisory, Alternative Investments, Equities, Options, Fixed Income, UITs, Mutual Funds, ETPs, IRA, Retail retirement plans, third party Insurance & Annuities, Brokerage, Trading, Product Sales Consulting, Product Marketing, Product Communications, Performance Reporting and Investment Research and Due Diligence.

Sandy is the former Head of Managed Investments within the Investment Solutions Group for Bank of America. In this role, Sandy led the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Sandy’s responsibilities included product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds. She was also Chair of the Diversity & Inclusion Council for the Investment Solutions Group.

Sandy was previously Head of Investment Solutions for Pershing LLC, a BNY Mellon company, and held Product and Marketing leadership roles at TD Ameritrade, Morgan Stanley and Merrill Lynch.

Sandy earned a Bachelor’s degree from The College of New Jersey and an MBA from Fairleigh Dickinson University. She is a graduate of the Securities Industry Institute Executive Development Program at The Wharton School of the University of Pennsylvania. Sandy is also a Member of the Board of Directors for Expect Miracles Foundation – Financial Services against Cancer.

Stephen L. Patrickakos, CFA, CIMA® is a Managing Director and Head of Managed Investments. In this capacity Stephen leads the delivery of the firm’s investment product offerings across all channels, including Merrill Lynch Wealth Management, Merrill Private Wealth Management, Bank of America Private Bank, Merrill Edge Self-directed and Merrill Guided Investing. Stephen’s team includes product management professionals who are responsible for product development, management and ongoing governance and investment oversight for domestic and offshore mutual funds, global exchange traded products, separately managed accounts, model portfolio solutions and money market funds.

Before taking this role, Stephen was Head of Model Portfolio Solutions. In that role, Stephen oversaw the review and approval of Bank of America CIO, BofA Research-based and third party model strategies on the platform. Previously, Stephen was Head of Investment Strategy and oversight for advisor discretion strategies in ISG.

Stephen began his Career with Morgan Stanley and held various positions, including Associate Director of the Separately Managed Account Platform and Program Manager of the Graystone/Institutional Consulting Platform. Stephen was also the lead due diligence analyst at Ryan Beck and Company, providing investment research coverage on separately managed accounts, mutual funds and alternative investment vehicles. Most recently, Stephen was the Director of Investment Advisory Platforms in Morgan Stanley’s Private Wealth Management Division, serving the ultra high net worth and non-profit segments.

Stephen graduated from Providence College with a B.S. in Business Management, holds a Culinary Arts Degree from the French Culinary Institute, is a CFA Charterholder and holds the CIMA designation.

Greg Weiss, Managing Director, is the Head of BlackRock's Managed Accounts business responsible for setting the strategic direction, marketing and sales strategy, new product development, and cross-functional leadership driving toward business goals both internally and with key partner firms.

Prior to joining BlackRock, Mr. Weiss worked for 18 years in Global Wealth Management at UBS and Merrill Lynch in a number of leadership positions like running Fee-Based Advisory Platforms, heading product for Private Bank & International Division, and helped UBS's turnaround by building Transformation Management Office. Mr. Weiss comes from a family of entrepreneurs and brings a similar passion and spirit to his work.

Mr. Weiss earned his BA in Economics from Rutgers University and MBA from Rider University.