Faculty for This Year’s MarketCounsel Summit also Includes Michael Durbin of Fidelity Institutional & David Kowach of Wells Fargo Advisors
ENGLEWOOD, N.J., Nov. 5, 2018 /Market Summit/ — MarketCounsel announced today that Former Vice President of the United States Al Gore, John “Jack” Bogle, Founder and Former Chief Executive of The Vanguard Group, and Jason Zweig, the personal finance columnist for The Wall Street Journal, will join other organizational and thought leaders speaking at this year’s MarketCounsel Summit (#MSUM18), which will take place December 3-6 at the Four Seasons Hotel Las Vegas.
“As we enter our second decade of hosting The MarketCounsel Summit, we continue to assemble a diverse faculty of influencers and experts to provide insights and empower independent wealth management firms to adapt and grow,” said Brian Hamburger, MarketCounsel’s Founder, President and CEO. “This is our most robust and rigorous program ever, with over 22 hours of intense curriculum and 15 hours of power networking. The MarketCounsel Summit allows leading independent investment advisers to best position themselves for growth and success in the coming year.”
The year’s capstone industry conference has been heralded by the financial press among the “elite conferences” in the industry. The MarketCounsel Summit has a longstanding legacy of delivering trending and visionary topics led by a faculty of industry leaders, national headliners, and MarketCounsel’s own staff. Earlier this week, we confirmed this year’s headliners will be supported by an incredible array of industry faculty, including:
Dave Barton, Vice Chairman of Mercer Advisors
Sarita Bhagwat, VP, Thought Leadership and Research at Fidelity Investments
Phyllis Borzi, Former U.S. Department of Labor
Dale Brown, CEO of Financial Services Institute
David Canter, EVP, Head of RIA Segment of Fidelity Clearing and Custody
Ron Carson, Founder & CEO of Carson Group
Eric Clarke, CEO of Orion Advisor Services
Louis Diamond, EVP of Diamond Consultants
Amit Dogra, CEO of Third Seven Advisors
Joe Duran, Founder and CEO of United Capital Financial Partners
Michael Durbin, President of Fidelity Institutional
Greg Friedman, CEO of Private Ocean
Jeff Fuhrman, President of Coastal Bridge Advisors
Gabe Garcia, Managing Director of Pershing Advisor Solutions
Rich Gill, Partner at Wealth Partners Capital Group
Lori Hardwick, Founder and President of AI Labs
Aaron Klein, Co-founder and CEO of Riskalyze
David Kowach, President of Wells Fargo Advisors
Steve Lockshin, Founder and Principal of AdvicePeriod
Brian McLaughlin, CEO of Redtail Technology
Marilyn Mohrman-Gillis, Executive Director of CFP Board Center for Financial Planning
Terrence Mullen, CEO of Truelytics
Jim Patrick, EVP of Envestnet
Mike Reed, COO of Dakota Wealth Management
Knut Rostad, Founder and President of Institute for the Fiduciary Standard
Tricia Rothschild, Chief Product Officer of Morningstar
Abby Salameh, Chief Marketing Officer of Private Advisor Group
David Selig, Founder and CEO of Advice Dynamics Partners
Pam Stross, CEO of TruClarity
Todd Thomson, Chairman of Dynasty Financial Partners
Don Trone, CEO of 3ethos
Elliot Weissbluth, CEO of HighTower
To register for The MarketCounsel Summit or learn more, visit http://summit.marketcounsel.com.
MarketCounsel is the leading business and regulatory consultancy to the country’s preeminent independent investment advisers at all stages throughout their lifecycle. Since its inception, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry, and it has emerged as one of its most effective advocates.
From the initial launch of a registered investment adviser to its compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel and an extraordinary service model by leveraging the finest minds in the industry, advanced technologies and sound business processes. The consultancy’s annual event, The MarketCounsel Summit, has become the premier gathering for the country’s leading growth-oriented, independent investment advisers, and serves as both a spark and catalyst for conversation among the industry’s leaders.
Visit www.marketcounsel.com for more information.