Andres Garcia-AmayaCEO & Founder at Zoe FinancialSpeaker
Profile
Andres Garcia-Amaya is the founder of Zoe, the all-in-one wealth platform that aims to improve the wealth management experience for advisors and clients alike. Zoe has raised $45M in venture capital, including a recent Series B round, to enhance its platform and expand its team.
Prior to founding Zoe Financial, Garcia-Amaya was an Executive Director at JP Morgan Asset Management, helping oversee $300 billion in assets. He has been a speaker at major industry conferences like T3 and DeVoe Elevate, and he is a regular guest on CNBC’s The Exchange.
Garcia-Amaya holds a CFA designation and an MBA from the Wharton School, where he received the Joseph Wharton Fellowship and Toigo Foundation Fellowship.
Agenda Sessions
How AI Will Shape the Next Era of RIA Growth and Client Service
, 10:35amView Session