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Investment Fuse USA
Online | EST (PST+3)
Live sessions: Nov 29 – 30On-demand sessions available: Nov 28 – Dec 9

Gavin Spitzner
President at Wealth Consulting Partners

Profile

Gavin has over 25 years of experience helping banks, RIAs, fintechs, broker dealers and their advisors overcome complex obstacles standing in the way of accelerated, profitable growth. Operating at the intersection of business strategy, client experience design and the fintech landscape and execution, Gavin has helped dozens of organizations launch or enhance wealth management platform solutions leveraging innovative technologies, planning capabilities and processes designed to improve business performance and enhance client experiences. Gavin’s consulting firm Wealth Consulting Partners, LLC helps wealth management organizations and their advisors harness technologies, data and augmented client engagement techniques to deliver better client outcomes and improve revenue growth. Prior to consulting, Gavin was Senior Vice President of Business Development for Envestnet and before that, Prudential Investments. More information can be found on Gavin’s corporate website at wealthconsultingpartners.com

Agenda Sessions

  • Where are VCs and PEs Investing in the Next Wave of WealthTech and InvestTech?

    On Demand