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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Matt Harris
Head of Wealth Management Consulting, North America at Alpha FMC
Speaker

Profile

Matt is the Head of Wealth Management Consulting for North America and a member of Alpha FMC’s North American Executive Committee. He is a trusted advisor to C-level leadership and has a proven track record of driving strategic change in the Wealth and Asset Management industry. Matt is an industry thought leader on the topic of personalized investing, frequently speaking at major industry forums and authoring online publications, as well as advising clients on internal strategies and operating model requirements to deliver personalization at scale.

Agenda Sessions

  • Achieving Scalability with Personalization in the Portfolio

    2:45pm