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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

David Le
Chief Technology Officer at Beacon Pointe
Speaker

Profile

David Le serves as Chief Technology Officer for Beacon Pointe and is responsible for the firm’s technology strategy and architecture, including the development of shared application platforms and services used by all teams throughout the company. David has more than 15 years of experience in technology, with expertise in building and developing enterprise systems. In 2021, David was named Chief Technology Officer of the Year by Wealthmanagement.com. David also holds the Certified Financial Planner™ (CFP®) designation, earned his Masters in Business Administration from the University of California, Irvine, and holds a Bachelors of Arts in Business Economics from the University of California, Riverside. He has been a guest lecturer at The Paul Merage School of Business at the University of California, Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.

Agenda Sessions

  • The CTO Conundrum: When to hire or outsource

    3:45pm