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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Ms Amy DeTolla
Founder and CEO at Aureus Advantage
Speaker

Profile

Amy DeTolla is a seasoned wealth-management strategist with decades of experience advising wealth firms on technology and platforms evolution, M&A strategy and post-transaction integration. She is the Founder and CEO of Aureus Advantage, where she partners with leadership teams on scalable growth and operating model design.

Agenda Sessions

  • Built to Scale: The Growth Infrastructure Behind Modern Wealth Firms

    , 10:55am
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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