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

Tom McCarthy
Chief Distribution Officer at DPL Financial Partners
Speaker

Profile

Tom McCarthy leads DPL’s sales and distribution channels, with the goal of accelerating the firm’s continued expansion into advisory-centric insurance, structured solutions, and enterprise-level adoption across the RIA and wealth-management ecosystem.

Prior to joining DPL, Tom served as EVP & Head of Wealth Sales at Orion Advisor Solutions, where he led a large national distribution organization that drove significant asset-flow growth, more than doubled RIA adoption of wealth services, and secured major enterprise integrations of wealth and planning solutions. Previously, Tom spent over 20 years at AssetMark, where he helped the firm scale from $1B to more than $100B in AUM, navigate a successful IPO, and generate a 5x multiple on invested capital for investors.

Agenda Sessions

  • From Fragmented to Connected: How Technology Is Changing the Way Advisors Work and Clients Feel Cared For

    2:20pm