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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Molly Bennard
CEO at Connectus Wealth Advisers
Speaker

Profile

Molly is responsible for establishing and leading the strategic vision and growth strategy of Connectus globally. As one of the initial architects of the Connectus business model, Molly passionately works alongside Connectus advisers to deliver strategic support and dedicated resources that generate better outcomes and experiences for clients and employees alike.

Before joining Connectus, Molly was a Managing Director at Focus Financial Partners, responsible for leading business development and acquisition activities and delivering value-added resources to accelerate partner firm growth.

Prior to Focus, Molly held a leadership position as the Head of the Strategic Initiatives Group at AXA US. She also previously worked within Morgan Stanley’s Investment Banking Division and began her career at PricewaterhouseCoopers.

Molly is a CPA and CFA charterholder. She holds an MBA from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania.

Agenda Sessions

  • Unveiling the NextGen Advisor's Perspective: Empowering RIAs to Foster Succession and Fuel the Emergence of New Leadership Generations

    4:55pm