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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Alex Ortolani
Sr. Reporter at WealthManagement.com
Speaker

Profile

Alex Ortolani is a New York-based senior reporter for WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Agenda Sessions

  • The Modern Family: Navigating Complexity in UHNW Wealth Planning

    12:05pm
  • Welcome Remarks

    11:25am
  • Navigating Markets in Real Time: Insights from the Front Lines of Finance

    10:10am