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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Alex Ortolani
Sr. Reporter at Wealth Management Group
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

  • Employee-Owned RIAs: Building Sustainable Growth Through Shared Ownership

    , 2:45pm
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  • Leading the Future: A Conversation with Peter Mallouk

    , 8:55am
    View Session

  • M&A Today: Behind the Curtain With One of the Most Active Acquirers

    , 11:55am
    View Session

  • Meet the Editors of Wealth Management

    , 12:15pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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