Zachary Eckler
2025 WAM Welcome Reception
Keynote Speaker - Asset & Wealth Management Trends and Opportunities
Ed Edwin
Co-Emcee
Wealth and Asset Management Conference
Jana Gregorek
Co-Emcee & Moderator
Luncheon + Speaker Panel: Women in Wealth: Building Careers, Serving Clients, Shaping the Future
Atul Kamra
Moderator
Session 1: Innovation & the Future of Wealth Management
Mamoun Benmamoun
Panelist
Session 1: Innovation & the Future of Wealth Management
Adrian Crockett
Panelist
Session 1: Innovation & the Future of Wealth Management
Dr. Sindhu Joseph
Panelist
Session 1: Innovation & the Future of Wealth Management
Amy Young
Panelist
Session 1: Innovation & the Future of Wealth Management
Cindy Cryder
Moderator
Session 2: Behavioral Finance & Investment Psychology
Jeff Kreisler
Panelist
Session 2: Behavioral Finance & Investment Psychology
Peter Lazaroff
Panelist
Session 2: Behavioral Finance & Investment Psychology
Michael Pompian
Panelist
Session 2: Behavioral Finance & Investment Psychology
Peter Boumgarden
Moderator
Session 3: Ultra High Net Worth (“UHNW”) Client Strategies
Brian Fernandez
Panelist
Session 3: Ultra High Net Worth (“UHNW”) Client Strategies
Elisa Rizzo
Panelist
Session 3: Ultra High Net Worth (“UHNW”) Client Strategies
Brian Salmo
Panelist
Session 3: Ultra High Net Worth ("UHNW") Client Strategies
Richard Wolkowitz
Panelist
Session 3: Ultra High Net Worth (“UHNW”) Client Strategies
Vanessa Okwuraiwe
Panelist
Luncheon + Speaker Panel: Women in Wealth: Building Careers, Serving Clients, Shaping the Future Luncheon
Linda Pietroburgo
Panelist
Luncheon + Speaker Panel: Women in Wealth: Building Careers, Serving Clients, Shaping the Future Luncheon
Carrie Schroen
Panelist
Luncheon + Speaker Panel: Women in Wealth: Building Careers, Serving Clients, Shaping the Future Luncheon
Brett Gilliland
Moderator
Session 4: Changing Landscape of Wealth Management
Wendy Hartman
Panelist
Session 4: Changing Landscape of Wealth Management
Eric Kittner
Panelist
Session 4: Changing Landscape of Wealth Management
Clint Zweifel
Panelist
Session 4: Changing Landscape of Wealth Management
Corey Then
Keynote Speaker
Session 5: Stablecoins and the GENIUS Act: Ushering in a New Era of Finance
Paul Christopher
Keynote Speaker
Session 6: Impact of Tariffs on Investments