Cutter Wealth Meeting
Nov 15 Thu · 2018 8:30am - 5:00pm EST

In Person - New York
Convene, 101 Greenwich Street, 2nd Floor, New York, NY 10006

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Event Summary

Our exclusive, invitation-only event designed specifically for operations and technology professionals from the wealth management industry.

  • Connect with your contemporaries in the operations and technology divisions of leading wealth management firms
  • Get Cutter Associates’ expert insight into the latest industry challenges
  • Meet and share best practices with Cutter analysts, colleagues, and your contemporaries from across the industry
  • Engage with industry vendors as they demonstrate their latest product innovations

Who Should Attend

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Investment Operations and Technology Managers




Gina McCafferty

Principal – Head of Research

Cameron Taylor

Senior Research Analyst

Ian Sheridan

Co-Founder and Managing Director, Vestigo Ventures

Event Exhibitors

Envestnet® | Yodlee®

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