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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Sterling Perkins
Director of Solutions Consulting at Ridgeline
Speaker

Profile

With over 11 years of fintech and digital transformation experience at Ridgeline, InvestCloud, Fair Economy, and Robert W. Baird, Sterling has led initiatives spanning product, sales engineering, and client innovation. At InvestCloud, he served as Head of Sales Engineering and Co-Head of Product, where he helped design and build the firm’s flagship Client and Advisor platform, IC11. Sterling holds a Bachelor’s degree in Economics with a Quantitative Finance emphasis from the University of Colorado Boulder.

Agenda Sessions

  • WealthStack Demos

    2:45pm