In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Oliver left KeyBank in 2017 to be president and CEO at the regional Cape Cod bank, known as "The Coop."
September 26
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Moore-Wright is the chief teammate officer at the $520 billion-asset Truist.
September 26
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Popular promoted Castellví to chief security officer in 2018; she had been general auditor. She reports to CEO Ignacio Alvarez and leads a team of more than 350 employees.
September 26
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Cai-Lee, CEO of $596 million-asset Piermont, founded the bank in 2019.
September 26
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Menelik was tapped to lead corporate, specialty and government banking at Huntington in October 2022, coming over from Fifth Third where she was the group head of diversified industries and international corporate banking.
September 26
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Tedesco leads all the $24.5 billion-asset bank's revenue businesses and a team of 1,840 employees.
September 26
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Reid, chairman and CEO of Capitol National, has a keen focus on diversity and inclusion. Women and other underrepresented groups make up 59% of the bank's employees, and women hold 71% of senior management positions.
September 26
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Vice Chair Hope Holding Bryant played a key role in the bank's acquisition of Silicon Valley Bank.
September 26
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Stevens' expansive role at the Cincinnati-based lender includes head of enterprise workplace services, which puts her in charge of Fifth Third's properties.
September 26
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Pourchet's duties include deciding the types of corporate and institutional clients to attract in BNP Paribas' Latin American region and ensuring the bank has the right teams and products to serve them.
September 26
