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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Greg Friedman
Chief Strategy Officer at Wealthspire Advisors

Profile

Greg Friedman is an innovator and advocate for excellent wealth management. He is the Chief Strategy Officer for Wealthspire Advisors, a leading national wealth management firm, and the co-founder and former CEO of Private Ocean Wealth Management. In addition, he co-founded Junxure, an industry-leading CRM for advisors, which was acquired by AdvisorEngine. Greg is known as a pioneer for elevating the movement toward tighter technology integration in the financial planning industry.

He has been recognized by many publications and institutions over the years, including being named a Top 25 most influential financial advisor by Investment Advisor Magazine from 2008 to 2010. In 2008, Financial Planning Magazine included Friedman in its elite list of financial “Movers and Shakers.” Charles Schwab honored him in 2007 with its prestigious IMPACT Award® for “Best in Tech.” Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators, and in 2018 Greg was named CEO of the Year at the WealthManagement.com Industry Awards.

Greg is on the Board of The Marine Mammal Center and the Vice-Chair of its Finance Committee; in 2020, he was named a Nonprofit Leader by the North Bay Business Journal  for his dedication to the community. He is the author of three books for financial advisors; Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond, and Integrating Culture in Successful RIA Mergers and Acquisitions.


Agenda Sessions

  • Welcome: EDGE Visionary

    9:00am