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

David Solganik
SVP, AI Strategy at Raymond Jones
Speaker

Profile

A dynamic and results-driven executive, David specializes in artificial intelligence (AI), decision sciences, and data-driven business solutions. With over 30 years of experience leading large-scale AI initiatives at firms like Morgan Stanley, JPMorgan Chase, RBC, and MetLife. He has a proven track record of driving business growth, operational efficiency, and enhanced client experience. Known for bridging the gap between business and technology, David excels at building high-performing teams, optimizing resources, and enabling enterprise-wide decision-making. With expertise in strategic planning, project management, and stakeholder engagement, David is adept at translating complex data insights into actionable strategies for scalable, AI innovative solutions.

David holds a Bachelor of Arts in Economics and Business Administration from the University at Albany, and has participated in various executive development programs, including Six Sigma, Agile, and Warton leadership excellence courses. In addition to his professional achievements, David enjoys tennis, pottery painting, volunteering at food banks, and spending time with family and friends.

David lives in Montvale NJ and has a 15-year-old daughter and 22-year-old son!

Agenda Sessions

  • The Data you Keep is the Advantage you Build: From Recordkeeping to Moat Building

    2:20pm