The roster

Meet the speakers

We have an exciting lineup of thought leaders to share, including members of our Executive Team. Stay tuned for details on our keynote and guest speakers!

Keynote speaker
Tom Brady
Seven-time World Champion, Entrepreneur and Philanthropist
Keynote speaker
James Clear
#1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker and Founder of Habits Academy
Author
Keynote speaker
Bill Crager
Co-founder and Chief Executive Officer
Envestnet
Keynote speaker
Dana D'Auria
Co-Chief Investment Officer and Group President
Envestnet
Keynote speaker
Molly Weiss
Chief Product Officer
Envestnet
Keynote speaker
Dani Fava
Group President, Product Innovation
Envestnet
Keynote speaker
Mary Ellen Dugan
Chief Marketing Officer
Envestnet
Keynote speaker
Tom Brady
Seven-time World Champion, Entrepreneur and Philanthropist
Seven-time world champion Tom Brady is one of the most accomplished athletes of the past two decades. With 19 division titles and ten Super Bowl appearances, Brady's accolades both on and off the field have inspired a generation of young athletes to pursue their greatest potential. Brady has won six Super Bowl titles with the New England Patriots, as well as one with the Tampa Bay Buccaneers - more than any other quarterback in NFL history.

Tom's off-the-field ventures include Autograph, a web3 brand pioneering a new era of digital experiences and a platform that brings together the most iconic brands and biggest names in sports, entertainment, fashion, and pop-culture to create unique digital collectibles; his namesake next generation apparel brand BRADY; TB12, a health and wellness brand that aims to share his proven TB12 method and holistic systematic approach to wellness; and 199 Productions, a global multi-platform production company developing original, premium content spanning documentary, feature film, television, and digital formats. Most recently, the company partnered with Paramount Pictures on the film, "80 for Brady," which premiered February 3, and with ESPN, Disney, and Religion of Sports on a ten-episode multi-platform series titled “Man in the Arena,” which premiered November of 2021 and won the 2022 Sports Emmy for Outstanding Documentary Series.

Throughout his career, Brady has always prioritized the importance of philanthropy. He maintains long-standing relationships with a number of nonprofit organizations, including Make-A-Wish, which creates life-changing wishes for children diagnosed with a critical illness, and Best Buddies International, a nonprofit organization that creates opportunities for people with intellectual and developmental disabilities.

Brady's achievements throughout his successful career include being honored with multiple ESPY Awards for 'Best NFL Player,' the Associated Press' 2007 'Male Athlete of The Year,' Sports Illustrated's 2021 'Sportsman of the Year,' Sporting News' 'Athlete of the Decade,' Laureus' 2022 'Sportsman of the Year,' and being named to the NFL 100th Anniversary 'All-Time Team,' among others.
Keynote speaker
James Clear
#1 New York Times Bestselling Author of Atomic Habits, Top Booked Keynote Speaker and Founder of Habits Academy
Author
James Clear is a writer and keynote speaker focused on habits, decision making, and continuous improvement. He is the author of the #1 New York Times bestseller, Atomic Habits. The book has sold over 10 million copies worldwide, has been translated into more than 50 languages and is the #1 best-selling book of 2021 on Amazon and #1 audiobook on Audible. Clear is a regular speaker at Fortune 500 companies and his work has been featured in publications such as Time magazine, the New York Times, the Wall Street Journal and on CBS This Morning. His popular “3-2-1” email newsletter is sent out each week to more than one million subscribers.

James doesn't merely report the research of others. He tries out the concepts for himself as he experiments with building better habits as an entrepreneur, writer, and weightlifter. In the end, his talks end up being one-part storytelling, one-part academic research, and one-part personal experiment, forming a colorful blend of inspirational stories, academic science, and hard-earned wisdom.

More About James Clear

Some of James' engagements include Fortune 1000 and strategic clients such as KPMG, Microsoft, A&T, Bristol-Myers Squibb, Dell Technologies, Facebook, Google, Liberty Mutual, Pfizer, JP Morgan Chase & Co., Procter & Gamble, Adobe, Cisco, Lockheed Martin, and Wells Fargo.

James Clear, one of the world's leading experts on habit formation, is known for his ability to distill complex topics into simple behaviors that can be easily applied to daily life and work. In his book Atomic Habits, which spent over a year on the New York Times bestseller list, he draws on the most proven ideas from biology, psychology, and neuroscience to create an easy-to-understand guide for making good habits inevitable and bad habits impossible.

Audiences come away from his talks learning how to:

  • Build a system for getting 1% better every day.
  • Break bad habits and stick to good ones.
  • Avoid the common mistakes most people make when changing habits.
  • Overcome a lack of motivation and willpower.
  • Develop a stronger identity and believe in yourself.
  • Make time for new habits (even when life gets crazy).
  • Design an environment to make success easier.
  • Make tiny, easy changes that deliver big results.
  • Get back on track when you get off course.
  • Put these ideas into practice in real life.


James is a supporter of the Against Malaria Foundation, donating five percent of his income to support AMF in distributing nets to protect children, pregnant mothers, and families from mosquitos carrying malaria. It is one of the most cost-effective ways to extend life and fulfills his bigger mission to spread healthy habits and help others realize their full potential.
Keynote speaker
Bill Crager
Co-founder and Chief Executive Officer
Envestnet
As Co-Founder and Chief Executive Officer of Envestnet, Bill Crager drives the ongoing expansion of the firm's innovative financial wellness network.

In addition to leading Envestnet's mission to make financial wellness a reality for more people, Mr. Crager is responsible for Envestnet's Strategy, Finance, Legal, and Human Resources departments. He also oversees Envestnet | MoneyGuide, Envestnet | PMC and Envestnet Analytics, to empower advisors with better intelligence through a unified advice platform. Mr. Crager and the late Jud Bergman were among the first in the managed solutions industry to attempt to streamline independent advisors' practices by offering a broad range of fee-based products side by side within an easily accessible, open-architecture portal. More than 20 years after its establishment, Envestnet, under the leadership of Mr. Bergman and Mr. Crager, has grown into the leading managed solutions service provider by total platform assets and number of advisors served—and is uniquely positioned to help advisors adapt to changes in how essential advice is defined (and delivered).

In 2015, the Money Management Institute bestowed its highest honor on Mr. Crager, naming him that year's Industry Pioneer. He was voted one of the IA25 by readers of ThinkAdvisor and Investment Advisor magazine in 2020.

Prior to joining Envestnet, Mr. Crager served as a Managing Director at Nuveen (formerly Rittenhouse Financial Services). While there, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Mr. Crager received a BA from Fairfield University where he majored in economics and now serves on the Fairfield Board of Trustees.
Keynote speaker
Dana D'Auria
Co-Chief Investment Officer and Group President
Envestnet
As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships with exchanges and other wealth solutions providers. Dana is also a chair of Envestnet | PMC's Investment Committee.

Prior to joining Envestnet, Dana was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm's multi-factor family of funds.

Dana is a frequent contributor on CNBC Squawk Box, Bloomberg TV and Radio, Yahoo! Finance, and Nasdaq TradeTalks. She has been honored by Money Management Executive as one of the publication's “Top Women in Asset Management” in 2018 and “Women to Watch” in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing. Dana holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University.
Keynote speaker
Molly Weiss
Chief Product Officer
Envestnet
Molly Weiss is a 15-year financial services veteran and drives Envestnet's end-to-end technology and solutions ranging from portfolio management, financial planning, performance reporting, and digital account management tools. Molly has worked to integrate the firm's acquisitions, and its growing network of integrations with 3rd party partners and maintains a focus on investor and advisor user experience.

She holds an MBA from Santa Clara University.
Keynote speaker
Dani Fava
Group President, Product Innovation
Envestnet
As Group President, Product Innovation at Envestnet, Dani accelerates the firm's strategic vision to help advisors make financial wellness a reality for more people. Dani draws on more than 15 years of wealth management and technology experience, and most recently served as Director of Institutional Innovation at TD Ameritrade Institutional. Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019.
Keynote speaker
Mary Ellen Dugan
Chief Marketing Officer
Envestnet
As Chief Marketing Officer for Envestnet, Mary Ellen leads the strategy and execution for all of Envestnet Marketing across digital marketing, communications, product marketing, and demand generation.

Prior to joining Envestnet, Mary Ellen was the Chief Marketing Officer for WP Engine, a leading WordPress technology platform. Before this role, she held executive marketing roles at Dell and Indeed.com. With over 20 years of experience in strategic marketing and brand building, Mary Ellen is passionate about the role Marketing can play in business acceleration. She earned an MBA from New York University and a bachelor's degree from the Ohio State University.
© 2008 - 2023 Envestnet. All rights reserved.
This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.