Ara CouttsAdvisor at FeatherySpeaker
Profile
Ara Coutts works at the intersection of AI, operations, and human connection in wealth management. At Feathery, she partners with RIAs and broker dealers to rethink how client onboarding and advisor transitions actually feel in practice, using AI to reduce operational friction, minimize NIGOs, support Reg BI compliance, and create more thoughtful, personalized client experiences.
Her perspective is shaped by an unusual blend of disciplines. Ara began her career at EY and later moved into early stage technology, where she has built and scaled sales, marketing, partnerships, project management, and customer success functions at companies including Walmart, ClearBlue Markets, OnePlan, and Sensei Labs. Across each role, her focus has been the same. Taking systems that are complex behind the scenes and making them feel simple, intuitive, and human to the people using them.
Alongside her work in technology, Ara is a filmmaker and photographer, directing award winning campaigns for global retail brands. That creative foundation continues to shape how she thinks about AI. Not just as a tool for efficiency, but as something far more personal. A way to understand people better, to communicate with more nuance, and to build trust at scale. She holds a business degree from the University of Toronto.
Agenda Sessions
WealthStack Demos
, 2:45pmView Session
