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Winners of WealthTech: Cheryl Nash

Winners of WealthTech: Cheryl Nash

Posted by on Dec 2, 2017 in Interviews

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze. The second was with Bill Crager, President of Envestnet, […]

Winners of WealthTech: Stuart DePina

Winners of WealthTech: Stuart DePina

Posted by on Oct 2, 2017 in Interviews

This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze and the second was with Bill Crager, President of […]

Winners of WealthTech: Bill Crager

Winners of WealthTech: Bill Crager

Posted by on Jun 6, 2017 in Interviews

This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.”  It is more of a straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster.  Actually, he doesn’t […]