Raj Bhattacharyya is the CEO of Robertson Stephens Capital, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions. Dou

Sheldon Chang is the President of CrowdStreet Advisors, a company that provides investment advisory services exclusively to privately managed accounts and private funds. They also help advisors incorp

Teresa Leno is the Founder of Fresh Finance, a financial services industry publishing company specializing in enterprise content creation and deployment for advisors. Doug and Teresa talked about how

Robert Teaney is the Director at ViewTrade., a firm creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market

Gino DeRango is the Senior Vice President, National Sales Manager at Axos Advisor Services, a hybrid custodian and financial services company with powerful integrated custodial and banking solutions t

Eric Lansky is the President of StoneCastle Cash Management, a company that connects institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions. Doug an

Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla ta

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to client

Rocco Pellegrinelli is the Founder and CEO of Trendrating, a Swiss company with proprietary and unique trend-capture and rating methodologies used in the asset management, wealth management, private b

Adrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create ric