Event
Virtual
This event has concluded
Event Summary
Ongoing discussions in the industry on personalization and direct indexing force wealth managers to thoroughly consider tax optimization, which is required to meet any personalized investment objective. Unfortunately, the industry is not always on the same page when discussing the topic and the level at which an individual's assets are tax managed. At the end of the day, tax optimization results in significant benefits for the end investor and can be a true differentiator for wealth management firms and their advisors. However, achieving large-scale support for delivering these capabilities is more difficult than the industry would lead us to believe. Join Cutter as we host a panel discussion with MyVest on tax optimization and how it is evolving throughout the wealth management industry. Topics covered include the following:
- Defining tax optimization and reviewing the current state and outlook
- How to scale different components of tax optimization (e.g., tax-loss harvesting, asset placement, transition analysis, etc.)
- How to tax optimize households at an enterprise level, and the current setbacks in optimizing at scale
Sponsored by MyVest
Speakers
Cutter
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Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Neil Sheehan
Senior Consultant
Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.
Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.
Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.
Guests
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Leah R. Bennett, CFA
President, Westwood Wealth Management, Westwood Holdings Group
Ms. Bennett was appointed President of Westwood Wealth Management – Houston in March 2018. Prior to joining Westwood in 2016, Ms. Bennett was Co-Chief Investment Officer at South Texas Money Management; Managing Director and Chief Investment Officer at King Investment Advisors, Inc; and a Research Analyst for Capital Research & Management. From July 2017 - 2020, Ms. Bennett served on the CFA Global Board of Governors, where she served on the Audit and Risk Committee and chaired the Society Partnership Advisory Committee. She is a former President and Director of CFA Society Houston and is a Co-Founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge of the Southwest. She currently serves on the Board of Directors for the Girl Scouts of San Jacinto Council; the Investment and Executive Committees for CHRISTUS Foundation for Healthcare; and is on the Executive Committee for Performing Arts Houston.
Ms. Bennett earned her Bachelor of Science in economics from Texas A&M University
Kyle Faszholz
SVP, UMA Implementation, LPL Financial
Kyle Faszholz oversees LPL’s managed account programs including the available investment products and technology platforms which together enable holistic investment advice delivery. Throughout his career, Kyle has focused on improving how financial planning directly informs investment advice, including the intersections of tax, insurance, and income planning.
Brian Marchiel
Chief Product Officer, MyVest
As Chief Product Officer, Brian drives the strategic direction of the SPS™ platform.
Brian’s diverse experience includes VP of product management at Structural Investment Management, technology investment banking at Cowen and Company and SVB Alliant, engineering at Lockheed Martin Space Operations, and software development at Duke University Medical Center.
He has a BS in Biomedical Engineering from Duke University and an MBA from the Haas School of Business at the University of California Berkeley. He was named San Francisco’s Best Tech Manager at the 2017 TIMMY Awards.