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Digital Wealth Virtual
March 2022

John Crittenden
Chief Strategy Officer at Stealth Mode Platform

Profile

 John R. Crittenden is a fintech entrepreneur with broad experience across asset management, sales and marketing, consumer financial branding, and digital wealth management platforms. He is currently working on a Stealth Mode project. Prior to Pefin and Mondigi, he was one of the earliest executives as Director of Institutional Services at Acorns, one of the first and most successful robo-advisor platforms focused on wealth management, where he also served as Chair of the Investment Policy Committee. In addition to his fintech start-up leadership roles, his extensive background includes HNW retail and Institutional asset management roles at Morgan Stanley, Proctor Investment Managers, and Crowell, Weedon/D.A. Davidson. John is a Chartered Alternative Investment Analyst (CAIA), and has a Certificate in Wealth Management from NYIF. He is available for public speaking, strategic consulting, and currently is a special Advisor to multiple fintech platforms.

Agenda Sessions

  • Reimagining the digital wealth customer journey from the client perspective

    13:15