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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Matt Morris
CEO at EncorEstate Plans
Speaker

Profile

Matt has spent his career as an entrepreneur working with early stage firms and building them into industry leaders. Matt has been working in Wealthtech for the past decade as an executive with Riskalyze (now Nitrogen) and then founded EncorEstate Plans after experiencing the death of a family member who did not have an estate plan.

Agenda Sessions

  • WealthStack Demos

    , 2:45pm
    View Session

At this event

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Niladri 'Neel' Mukherjee
CIO
TIAA Wealth Management

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