Tom McCarthyChief Distribution Officer at DPL Financial PartnersSpeaker
Profile
Tom McCarthy is Chief Distribution Officer at DPL Financial Partners. A proven sales leader in the RIA channel, he has helped advisory firms drive organic growth by pairing innovative investment strategies with emerging technology to improve client outcomes. Prior to joining DPL, Tom was Head of Wealth Sales at Orion Advisor Solutions, leading national distribution and accelerating asset flows, more than doubling RIA adoption of wealth services, and securing major enterprise integrations for wealth and planning solutions. He also spent 20+ years at AssetMark, helping scale the firm from $1B to $100B+ in AUM, execute a successful IPO, and deliver a 5x multiple on invested capital.
Agenda Sessions
From Fragmented to Connected: How Technology Is Changing the Way Advisors Work and Clients Feel Cared For
, 2:20pmView Session