Matt ReganPresident and CEO at Wealthcare Capital ManagementSpeaker
Profile
Matt Regan is the President and CEO of Wealthcare Capital Management. Since joining in 2018, Matt has been focused on transforming Wealthcare from a tech company to a leading RIA. He has done this by creating a truly collaborative team at the firm and extending that sense of community to its clients - the advisors. A key part of Wealthcare’s unique value proposition is the firm’s strategic relationships with best-in-class industry service providers, which Matt drives. It is Matt’s responsibility to stay on top of the broad industry trends, identify any gaps in our service offering, and continually broaden our solution in the best way possible. He has also guided the firm through its first years of active M&A.
Agenda Sessions
RIA M&A Pulse: The Latest Trends and Insights
, 2:55pmView Session