RIA Forum
Virtual Event  //  December 2, 2021  2:30-4:00 ET
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Planning for 2022? Seeking to grow in a competitive marketplace?
Join us for Envestnet’s first-ever RIA Forum.
This virtual event series will kick off in December and continue quarterly to help you take advantage of opportunities to scale, better engage with clients and prospects, streamline your operations, and more.
RIA Forum Highlights
In this first installment you’ll hear from:
This 90-minute, virtual event is FREE to attend.
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Speakers
Bill Crager
Chief Executive Officer, Envestnet
Bruce Lee
Founder, Keebeck Wealth Management
Dana D’Auria
Co-CIO, Envestnet
Farouk Ferchichi
Chief Data & Analytics Officer, Envestnet
Photo coming soon
Rose Palazzo
Group Head, MoneyGuide
Brandon Rembe
Chief Product Officer, Envestnet


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