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

Michelle Panzera
Director of Marketing at Evensky & Katz/Foldes
Speaker

Profile

Michelle Panzera is the Director of Marketing at Evensky & Katz/Foldes, bringing a decade of experience across banking, wealth management, and technology. In her role, she oversees branding, content strategy, events, and social media initiatives, focusing on empowering clients through financial planning and education.

Prior to Evensky & Katz/ Foldes, Michelle held various roles within wealth management, from client services to marketing, then went on to support a book of financial advisors to develop their content strategy and branding. From there, she ran a consumer finance content program for Ally Bank before taking on a comprehensive marketing director role in the technology sector.

Michelle is originally an Italian-Canadian from Montreal but was homegrown right here in sunny Florida. She went on to become a University of Florida Gator and graduated Magna Cum Laude with a double major in English and Political Science. Michelle relishes her Miami lifestyle, but maintains her Montreal-Italian culture, bringing together food and family as often as she can. Her greatest passions are food, family, travel, and art.

Agenda Sessions

  • Industry-leading CMOs: What’s Driving Organic Growth

    3:40pm