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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Suzanne Siracuse
Founder and CEO at Suzanne Siracuse Consulting, LLC

Profile

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next gen talent.


Ms Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!


Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.


Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.


An industry thought leader, she is a sought-after speaker, moderator and columnist on topics ranging from marketing and leadership to financial literacy and fintech.


Ms Siracuse is a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.


In addition, Ms. Siracuse is on the Board for the non-profit, Savvy Ladies, is an Independent Board member for ASYMmetric ETF’s, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion, is an Advisory Board member of Diversitas and is an advisory board member of the American College’s Center for Women.


In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry.


Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.


She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.

Agenda Sessions

  • Accelerating Diversity, Equity & Inclusion in the Wealth, Asset Management and WealthTech Industries Think Tank (11.30 - 1.30)

    11:30am
  • Accelerating Diversity, Equity & Inclusion in the Wealth, Asset Management and WealthTech Industries (11.30 - 1.30)

    12:15pm