Cutter Wealth Insight Series
Jun 28 Thu · 2018 11:00am - 12:00pm EDT
Where:

Virtual

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Event Summary

Cutter Wealth explores how the wealth industry is digitizing for the future, through redefining the client experience, introducing automation, and enabling personalization

Speakers

Cutter

Linda Bertone

Principal, Client Services

Gina McCafferty

Principal – Head of Research

Cameron Taylor

Senior Research Analyst
Guests

Mojgan Nowain

Vice President of Information Technology, Private Client Services, Capital Group

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.