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All Speakers: Experience 2024
View all speakers for Experience 2024 and read their bios and session details.
Rashmi Badwe
Chief Operating Officer, Wealth Management, TIAA
Danielle DiMartino Booth
CEO and Chief Strategist, QI Research
John Bowen
Founder and Chief Executive Officer, CEG Worldwide
Ian Bremmer
President & Founder, Eurasia Group & GZERO Media
Rick Casagrande
Team Lead, Portfolio Advisory, Invesco
Clayton Chandler
Chief Information Security, Privacy and Data Officer, Osaic
Jeffrey R. Brooks
Senior Wealth Strategist, Janus Henderson Investors
Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth
Joe Coughlin
Director, Massachusetts Institute of Technology AgeLab
Alessio de Longis
Head of Investments, Solutions, Invesco
Sara Dorosti
Director, Wealth Planning Strategist, Merrill Lynch
April Ferrell
Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
Leslie Geller
Wealth Strategist, Capital Group, home of American Funds
Emily Gray
Managing Director, Product Management – Custom Core, Parametric
Mo Haghbin
Head of Solutions, Multi-Asset Strategies, Invesco
Timothy D. Hauser
Deputy Assistant Secretary of Program Operations of the Employee Benefits Security Administration, U.S. Department of Labor
Matt Hougan
Chief Investment Officer, Bitwise Asset Management
Earl Hunt
Chairman and Chief Executive Officer, Apollo Debt Solutions
Jill Jensen
Managing Director, Alternative Specialist, Nuveen
Amanda Jacobi
Vice President and Manager, Territory Sales, American Century Investments
Hoon Kim
Founder and Chief Investment Officer, Quantinno Capital Management
Kieran Kirwan
Director of Investment Strategy, ProShares
Annalee Kruger
President, Owner, and Founder, Care Right Inc.
Mike Kurz
Director of Programs, Investments & Wealth Institute
Paul S. Lee
Chief Tax Strategist, The Northern Trust Company
Brian Levitt
Global Market Strategist, Invesco
Vince Lorusso
President and Chief Executive Officer, Partner and Portfolio Manager, Clough Capital Partners
Kristine McManus
Vice President, Chief Advisor Growth Officer, Commonwealth
Liz Michaels
Managing Director, BlackRock, Co-Head, Aperio
Ashley Murphy
Cross-border financial advisor, Arete Wealth Strategists Australia
Betsy Myers
Senior Advisor, Warren Bennis Leadership Institute at the University of Cincinnati
Annette Nellen
Professor and Director of the MST Program, San José State University
John Nersesian
Head of Advisor Education, PIMCO
Noel Pacarro-Brown
Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Steve Parrish
Co-Director, Center for Retirement Income, The American College of Financial Services
Judith Pearson
Family Office and Trustee Liability Group Leader, Woodruff Sawyer
Alanah Phillips
Founder, Troublemaker, Advisor Launch Lab
Betsy Piper/Bach
President, ASAE Business Services
Robert Powell III
Editor-in-Chief, Retirement Management Journal
Peter Repetto
Vice President, Investment Strategist, iCapital
Steve Resch
Vice President, Retirement Strategies, Finance of America Reverse
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
Jeff Rodriguez
President, 360One
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Kevin Sanchez
Senior Vice President - Investments, Morgan Stanley Graystone Consulting
Michael Sandel
Political Philosopher, Professor of Government, Harvard University
Kyla Scanlon
Founder, Bread
David Selbovitz
Head of Portfolio Strategy and Analytics, MassMutual Investments
Raj Sharma
Managing Director—Wealth Management, Head of the Sharma Group, Private Wealth Advisors, Merrill Lynch Private Banking and Investment Group
Steve Siegel
President, The Siegel Group
Roger D. Silk
CEO and Co-founder, Sterling Foundation Management
Corey Silva
Senior Vice President, Bluerock Capital Markets
Miguel Sosa
Client Portfolio Manager, Head of Market Research and Strategy, Bluerock
Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy
Bruce Stewart
Managing Partner and Chief Investment Officer, SRS Family Office Advisory
Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab
Sandra Testani
Head of ETF Product and Strategy, American Century Investments
Margaret Towle
Founder and Chief Executive Officer, Yakima River Partners
Marty Verdick
Senior Director, Washington National Tax Office, RSM US LLP
Scott Welch
Partner & Chief Investment Officer, Certuity
David Wu
Head of AI & Knowledge Management, Morgan Stanley Wealth Management
