Category - Roboadvisories

Steve Lewczyk, CRO Trizic.  He is the engine behind Trizic’s sales and business development growth. Before Trizic, Steve was Co-Founder at Nirvana Solutions, a cloud-based portfolio management solution for hedge funds, fund administrators, and other wealth management platforms. Steve was...

Michael Sidgmore, Venture Partner Broadhaven Capital Partners Michael invests in early-stage FinTech companies. He is on the Board of Liveoak Technologies and Credijusto and on the Advisory Board at Trizic. Michael is also the Founder of Let’s Humanize Finance, a podcast that...

Jim Del Favero, Chief Product Officer Personal Capital Personal Capital is the first hybrid robo advisor.   While at Intuit Jim worked in multiple roles over his career, from QA for desktop and online products, running voice of the customer programs for Quicken and eventually as the head...

Thad Longson , COO RobustWealth. Prior to RobustWealth, Thad spent nearly 12 years at Franklin Templeton as the Senior Vice President of Multi-Asset Solutions doing strategy and business development for Franklin Templeton’s $40 billion Solutions group.  Prior to Solutions he ran Corporate...

Greg Bennett, Investor Village Capital, an early stage accelerator and venture fund.  Through the accelerator, Greg has supported over 200 entrepreneurs and invested in over 40 companies, who have gone on to raise more than $200M in follow-on funding. Greg focuses on early stage fintech...

Charles d’Haussy, Head FinTech InvestHK InvestHK is the department of the Hong Kong SAR Government responsible for Foreign Direct Investment.  In 2016, InvestHK has set up a Fintech team to attract top innovative Fintech companies, entrepreneurs, investors, accelerators, R&D...