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

Anthony Stich
CMO at Moran Wealth Management
Speaker

Profile

Anthony Stich is Chief Marketing Officer at Moran Wealth Management®, an award-winning RIA based in Southwest Florida serving clients nationwide. He specializes in GTM strategy and marketing for financial services firms, RIAs, and FinTech companies — and has spent most of his career at the intersection of wealth management and technology.
Before MWM, Tony served as Executive Managing Director at MarketCounsel Consulting and Chief Revenue Officer at Entrustody. Prior to that, he was Chief Operating Officer at InvestCloud (which acquired financial planning software developer Advicent), where he led Sales, Marketing, Professional Services, and Customer Success — earning Wealthmanagement.com's CMO of the Year and the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award, both in 2021.
His work has been published in the Journal of Financial Planning, Investopedia, US News & World Report, and ThinkAdvisor, and he has been featured on Reuters, FinTech TV, and InvestmentNews.

Agenda Sessions

  • Welcome

    10:25am