Meet Your Extended Team

Media Presence

• Advisor 360 Webinar: "Operating Smarter: AI and the Future of Financial Services” (2023)

• What’s In My Wealthstack” (2023)

• The WealthStack Podcast: “Vib Arya on the Evolving Role of the CTO” (2023)

• Video for WealthStack TV on WealthManagement.com: “Challenges and Opportunities Around Architecting the Firm of the Future” (2023)

• Interview with TSAM on creating efficiency & managing complex operations: “How Wealth Managers Can Drive Efficiency and Manage Complex Operations Through Automation” (2023)

• Wrote article published in WealthManagement.com: “Advisors Need a Clearer Focus” (2022)

• Envestnet case study: “How a Wealth Management Firm with More Than 80 Years of Experience Evolved with Technology” (2021)

• Wrote article published in WealthManagement.com: “An RIA’s Take on T3 and Advisor Technology” (2020)

• Laserfiche case study: “Shufro Rose Keeps Firm Operations and Client Service Running Seamlessly in Time of COVID-19 Crisis” (2020)

• Participated as a guest on the PFI Advisors “COO Roundtable Podcast” (Episode 17) (2020)

Awards

• Laserfiche “Nien-Ling Wacker Visionary Award” (2022)

• Laserfiche “Financial Services Trailblazer Award” (2019)

• Laserfiche Run Smarter Award for “exceptional use of Laserfiche software” (2018)

Speaking Engagements/Participation at Prominent Industry Conferences/Panels

• The American College of Financial Services NextGen Advisory Task Force (2024)

• WM Industry Awards Judging Panel (2024)

• Wealth Management Edge Conference: “An RIA's Not So Secret Weapon: How CTOs are Leading the Digital Charge at Buy-Side Firms” (2024)

• Portfolio Summits New York RIA Summit (2024)

• Finlocity Q4 Top RIA Forum (2024)

• Wealth Management Convergence Conference: “Generative AI: Reimagining Your Practice Management” (2024)

• The Summit of Asset Management (TSAM): “Data accessibility and readiness – Tools that enable methodical business strategies and prompt decision-making” (2023)

• Fidelity Inside Track (Boston) - How Firms Are Leveraging Technology to Grow (2023)

• Wealthies Afternoon Executive Sessions (2023)

• WM Industry Awards Judging Panel (2023)

• Fidelity Service Steering Committee (2023 - present)

• Portfolio Summits New York RIA Summit: “Gaining a Competitive Edge through Practice Management” Panel (2023)

• T3 Advisor Conference: “HIFON Talks Tech – AI Comes to the RIA” (2023)

• The Summit of Asset Management (TSAM): “Delivering digital-first services at speed and scale: How are wealth management operating models responding to disruption?” (2022)

• WealthStack Conference: “Artificial Intelligence – Bringing the Sexy Back to the Back Office” (2022)

• Laserfiche Empower Conference - topics of delivering exceptional client experience through operational excellence (2019-2021)

• T3 Advisor Conference: “HIFON Talks Tech” & “Drive Firm-Wide Operational Excellence with Smart Workflows” (2020)

• ThinkAdvisor Webcast: “How Smart Workflows Can Help You Serve Clients Virtually During & After the Pandemic” (2020)

• Wall Street Technology Association Virtual Summit: “The Always-On Customer: Digitization & CX” (2020)

• Bob Veres' Insider's Forum: “Guiding Principles for Implementing Workflows” (2020)

• Goldman Sachs FinLife Partner Summit: “Managing Your Office” (2020)