Cutter Wealth Meeting
Jun 20 Thu · 2019 8:30am - 5:00pm EDT
Where:

In Person - Boston
Convene @ One Boston Place, 201 Washington St, Boston MA

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Event Summary

Our exclusive 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

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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

Agenda

Speakers

Cutter

Onawa Promise Lacewell, PhD

Senior Research Analyst and Wealth Lead

Gina McCafferty

Principal – Head of Research

Event Exhibitors

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