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RIA Edge
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Shannon Rosic
Director of WealthStack Content and Solutions at Informa Connect


Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the Wealth Management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts, and video series.

She has spent her career in the Wealth Management space, specifically helping media firms and fintech companies grow their marketing initiatives. Known in the industry as “Gadget Girl” from her time at InvestmentNews, her passion is brand storytelling, and designing a cohesive experience through creative marketing efforts. She holds a B.A. in Mass Communication from Miami University.

Outside of work, you can find her barrel racing at local rodeos, skiing, hiking with her 2 dogs and enjoying all that Colorado has to offer.

Agenda Sessions

  • Welcome Remarks

  • WealthStack Visionaries - State of the Stack

  • WealthStack Visionary- Transformation, Innovation, and Integration: Challenges and Opportunities in the Digital Age

  • Visionary Panel - The Evolution of Advice: Three Mega Trends Re-Shaping the Role of an Advisor

  • Chair's Remarks