This 2 day summit gathered leaders from digital wealth brokerages for a series of keynote and panel sessions amongst networking in the downtown of Chicago.
Renee is Head of Markit Digital, the leading provider of design, development and managed data services to the global wealth and brokerage markets. Markit Digital provides the tools and intelligence investors need to successfully navigate the complexities of global financial markets. For 30 years, we have developed digital strategies with our clients—building world-class websites, mobile apps, and marketing solutions.
After nearly eight years as CEO whereby Stash surpassed $100 million in revenue, Brandon is now focused on helping companies large and small jumpstart their employees’ journey to financial wellness with Stash.
Prior to joining Robinhood, Steve oversaw the strategy and deployment of initiatives for Trading at TD Ameritrade. He also served as a member of the company’s Senior Operating Committee, which shaped the strategic focus of the organization. Steve focused on teaching the next generation of investors and has championed the creation of the TD Ameritrade U program to bridge the gap between academia and reality.
Kyle is responsible for developing industry insights, reporting, and supporting partnerships within the direct investing and wealth management segment.
Amit Aggarwal is the Managing Director of J.D. Power's Digital Solutions Group, which helps clients benchmark and improve the digital products and experiences of their customers. Websites and mobile apps are our jam. We start with customer research, develop actionable insights/recommendations, and deliver via consultative workshops. We are research nerds, CX geeks, digital professionals, and advisors to C-Suite, senior management, digital teams/agencies, and research managers.
Michael Milani is Chief Executive Officer of Mondeum Capital, where he oversees all aspects of the firm’s operations. He has been involved in active trading and financial technology for over 25 years, with a skillset spanning financial technology, trading systems and risk management. Throughout his career, he has helped firms carry out ambitious business strategies, achieve rapid growth, develop new products and asset classes and recruit and manage large teams. Michael holds a B.S. from Villanova University.
Christopher is responsible for the strategic direction and growth of the self-directed channel for retail trading at E*TRADE from Morgan Stanley. Leveraging more than 30 years of experience delivering retail and institutional brokerage services, Mr. Larkin oversees the E*TRADE trading and investing experience that delivers innovative and relevant products, tools, and services. This includes the transactional capabilities and digital experience on ETRADE.com website, the Power ETRADE platform, Power ETRADE Mobile, and our API.
Schwartz joined Cboe upon the company’s acquisition of Trade Alert, which he co-founded after nearly 15 years in the industry. In his role at Cboe, Schwartz leverages extensive subject matter expertise and industry experience to lead a team of professionals responsible for the satisfaction and success of market participants using data-driven tools and services provided by Data and Access Solutions, including Risk and Market Analytics, Cboe Global Indices Feed and Cboe Global Indices.
Phil has over 20 years of experience in applied marketing science, marketing research, and consulting. He has advised clients from public and private sectors including financial services, telecom, retail, CPG/FMCPG, energy, automotive, healthcare, pharma, and higher education. He was formerly the Director of Research Analytics for Ipsos ASI. Phil completed his MSc in Statistics at the University of Toronto. He is a member of the Statistical Society of Canada (SSC) and American Statistical Association (ASA).
Josh Book is founder and CEO of ParameterInsights, a research and advisory services firm focused on delivering innovative consumer-driven insights at the intersection of digital and wealth management. Our consumer-focused syndicated research products have been widely adopted in the marketplace and heralded as the only ongoing consumer-focused research covering the modernization of the wealth management industry.
Greg is an industry veteran with over 20 years of brokerage experience dedicated to serving the needs of the retail investor. Currently, he is a Vice President at Fidelity Investments focusing on the Options Experience driving platform development and education enhancements to improve the customer experience.
Lule Demmissie is the US CEO of eToro, the world’s largest social investing network that empowers people to grow their knowledge and wealth as part of a global community of investors. Lule oversees eToro's expansion and investment within the US, operational infrastructure, marketing, investment thought leadership, corporate governance, compliance, and its regulatory affairs & risk management.
Better known on Wall Street as BigBeat, Steven has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services. He has served on the board of American Blockchain and Cryptocurrency Association
Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Managemen
Tom Sosnoff is a trailblazer in the online brokerage industry, driving innovation and financial education for investors of all levels. He offers up his expertise in the options markets as co-host of tastylive LIVE!, airing daily on the tastylive network. A former floor trader, Tom became one of Chicago's most well-known serial entrepreneurs in fintech when he built a breakthrough options-trading platform, thinkorswim, later sold to TD-Ameritrade for $750 million.
Theresa spent over 30 years reviewing software, websites, and apps that serve investors and traders. Her byline appeared in Barron’s for 23 years, where she established that publication’s annual Online Broker Reviews, ranked #1 in credibility by ConsumerSearch over a period of ten years. She was a senior editor at Investopedia from 2018-2020, and is now semi-retired, consulting to startup fintech firms and established brokers looking to pivot to new services.
Rob has been writing about personal finance, business and economics for over 25 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been a personal finance columnist since November 1998. Rob’s personal finance column appears twice a week in The Globe, and his Portfolio Strategy column for investors appears twice monthly on Saturday.
John See is a passionate and visionary global business leader with an outstanding record of value creation. An early participant in the commercial exploration of the internet, Mr. See built and oversaw the most successful online brokerage business in Canada which continues to as a market leader and remains the most profitable wealth franchise in the country.
Gary has over 15 years in financial markets, serving as an equity & derivatives specialist and research analyst. Gary is regularly quoted in Bloomberg News, conducts many education and market outlook webinars for investment institutions all over the world and has been a guest speaker at the New York Traders Expo.
Under Christine’s leadership, Qtrade Direct Investing has solidified its reputation as Canada’s best and most reliable online broker. A first-place ranking in The Globe and Mail’s 2022 review of Canada’s online brokerages adds to Qtrade’s unmatched total of 25 first-place rankings in major industry awards over the past 17 years.
