Wealthtech disruption – top 5 trends to watch out for in 2023

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Wealthtech disruption – top 5 trends to watch out for in 2023

About the speakers
  • Reed Colley
    Reed Colley
    CEO at Summit
    Reed Colley is an active advisor, investor and director of startup and growth companies. Reed founded and was CEO of Black Diamond Performance Reporting, which provided customizable, daily wealth management reporting and analytics to advisors in the high net worth marketplace. Reed grew the firm to report on $100B in assets before selling Black Diamond to Advent Software, where he served as SVP and GM of Black Diamond as well as overseeing Acquisitions and Strategy. Reed was responsible for setting Advent’s Advisory strategy and leading the Black Diamond business unit. Reed holds a Bachelor of Science from Vanderbilt University with degrees in Economics and Engineering Science. Reed enjoys spending his time with his family, snowboarding, playing tennis, golf and soccer as well as serving on various non-profit boards.
  • Greg Miles
    Greg Miles
    Financial News Editor / Editorial Strategist / Webcast Interviewer at Venturebeat
    Extensive experience in digital and social media content, television broadcasting, and podcasting in positions as a front-page news editor, enterprise writer, on-air correspondent, guest anchor, and podcast anchor for Bloomberg News, Bloomberg Television, BusinessWeek, CNBC, and Investopedia, among others. Won and executed numerous exclusive, in-depth TV interviews with business leaders including Bob Iger, Elon Musk, Warren Buffett, Michael Dell, Carl Icahn and Sam Zell.
  • Donald McHenry
    Donald McHenry
    Director of Product Management at Morningstar
    Donald McHenry is a Director of Product Management at Morningstar based in Chicago, Illinois. Previously, Donald was an Associate Product Manager at ByAllAccounts and also held positions at Nepc, State Street, Richard C Young, JO Young.

Key takeaways