Early bird prices expiring
- 00Days
- 00Hrs
- 00Mins
- 00Secs
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA Tim FoleyHead of AI at AdvisorEngineSpeaker
Profile
Tim Foley leads AdvisorEngine’s artificial intelligence strategy, bringing more than 25 years of experience in wealth management technology. He previously led the AI Accelerator at LPL Financial and spent nine years at BNY Mellon | Pershing, where he oversaw key advisor platforms. Tim has also held senior roles at JPMorgan Chase, Bear Stearns, DLJdirect and Goldman Sachs.
Agenda Sessions
From AI Experiments to Enterprise Advantage: Building the Operating Model for the Modern RIA
, 9:30amView Session