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

Cindy Griffin
Financial Services Vertical Specialist at Smart Communications
Speaker

Profile

Cindy Griffin is the Financial Services Vertical Marketing Specialist at Smart Communications. She brings more than 25 years of experience across financial services — spanning marketing and business development, performance analysis, product and risk management, ESG and responsible investing, and compliance integration.

Cindy has worked across multiple segments of the industry, including investment managers Bridgeway Capital and WestLB Asset Management, retirement services provider Corebridge Financial, and fintech software provider RocketDocs. Her cross-functional, cross-sector background gives her a practitioner's view of what operational and technology infrastructure decisions actually look like from the inside — and where complexity tends to creep in. Her current work focuses on helping financial services firms think through the communications infrastructure decisions that support growth without sacrificing control or the client experience.

Agenda Sessions

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

    10:55am