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

Reed Colley
CEO at Summit Wealth Systems


Reed Colley is an active advisor, investor and director of startup and growth companies. Reed founded and was CEO of Black Diamond Performance Reporting, which provided customizable, daily wealth management reporting and analytics to advisors in the high net worth marketplace. Reed grew the firm to report on $100B in assets before selling Black Diamond to Advent Software, where he served as SVP and GM of Black Diamond as well as overseeing Acquisitions and Strategy. Reed was responsible for setting Advent’s Advisory strategy and leading the Black Diamond business unit. Reed holds a Bachelor of Science from Vanderbilt University with degrees in Economics and Engineering Science. Reed enjoys spending his time with his family, snowboarding, playing tennis, golf and soccer as well as serving on various non-profit boards.

Agenda Sessions

  • Stacking the Deck: Building the Ultimate Client Experience in Today’s Economic Climate

  • Visionary Panel - The Evolution of Advice: Three Mega Trends Re-Shaping the Role of an Advisor