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Speakers

Ramya Joseph

Ramya is the founder of Pefin. Before founding Pefin, she managed multi-billion dollar portfolios on Wall Street – first at Morgan Stanley and later, as Vice President of Proprietary Trading at Goldman Sachs. Ramya holds a bachelor’s degree in Computer Science from the University of Maryland, Baltimore County and concurrently earned two master’s degrees from Columbia University- one in Artificial Intelligence (AI) / Machine Learning and the other in Financial Engineering. Ramya has built Pefin to be fiduciary, transparent, and affordable for all.

Ramya Joseph

Founder, Pefin

Vicki Zhou

Vicki Zhou is the co-founder of WiseBanyan, the world’s first free financial advisor. Prior to WiseBanyan, she co-founded a medical device company and was an inventor of the company’s patented surgical device. Now she is putting her entrepreneurial cap on again after working in investment banking at Citigroup, economic consulting, and quantitative asset management. Vicki holds dual degrees in Applied Math & Statistics and Biomedical Engineering from Johns Hopkins, and is Series 7, 24, and 63 certified.

Vicki Zhou

CEO, Wisebanyan

Dale Sperling

Dale serves as CMO at Stash, the financial platform revolutionizing the way millions of
Americans save and invest for their future.
She is responsible for driving the
growth and acquisition channels for one of
the fastest growing financial platforms
in the U.S. Dale has more than 20 years
of marketing experience across Fortune
500 brands, including Time Inc., AOL and
The Walt Disney Company. Dale currently
resides in New Jersey with her husband and 4 children.

Dale Sperling

CMO, Stash

Kelli Keough

Dr. Kelli Keough is the Global Head of Digital Wealth Management at JPMorgan Chase.
She is responsible for designing and executing a digital strategy that is integrated into all aspects of the Wealth Management business, complementing the personal service of the firm’s advisers by delivering advice and capabilities digitally, and making it easier for clients to choose how to engage with the  firm. Based in New York, Dr. Keough is a member of the Wealth Management & Investment Solutions Operating Committee.

Kelli Keough

Global Head of Digital Wealth Management, J.P. Morgan

Christina Qi

Domeyard is one of the few hedge funds with a 100% focus on ultra low-latency / black box / high frequency trading. We’re a high Sharpe, low capacity fund. As one of the world’s fastest HFT firms, they utilize all areas of computer science and mathematics, from creating our own software to assembling our co-located hardware. With zero legacy systems, and with proper planning and documentation, we are able to adapt quickly, live at the cutting edge of technology, and stay two steps ahead of issues that may arise.

Christina Qi

Founder & CEO, Domeyard

Kristi Ross

Kristi Ross is the co-CEO and President of tastytrade, the most-watched online financial network making finance fun and actionable. tastytrade recently launched a new brokerage
firm, tastyworks. The collective offering focuses on empowering the do-it-yourself investor to engage more with their finances, through the unique combination of content, technology and fees. Ms. Ross also co-hosts the show Bootstrapping in America, where she interviews innovative entrepreneurs.

Kristi Ross

Co-CEO and President of tastytrade

Sandy Chaikin

With no prior experience, Sandy Chaikin started investing in 2012 with Chaikin Analytics and built a killer portfolio that continues to outperform the S&P 500 and most money managers. She is living proof that you don’t have to be a financial expert to pick winning stocks. Sandy presents webinars and speak at industry events on fearless investing by following the Chaikin Five-Step Method. Prior to Chaikin Analytics, she held senior management roles for Elizabeth Arden, L’Oreal and The Franklin Mint. Sandy is a member of Ellevate, a global professional women’s network, and Women in Investing Network of Philadelphia.

 

Sandy Chaikin

Co-Founder, Chaikin Analytics

Nora Apsel

Founder, Morty

Nora Apsel

Founder, Morty

Sunayna Tuteja

Sunayna is an experienced leader at the nexus of finance and technology. With over ten years of diverse global experience, she has a proven record for building new franchises from scratch and leading change that is critical in shaping future of the business. At TD Ameritrade, Sunayna leads strategy to help the firm investigate, invest in and incubate the power of disruptive technologies including AI, iOT, AR, Messaging to make finance more personal and deliver frictionless, delightful experiences to consumers.

Sunayna Tuteja

Director of Emerging Technologies & Innovation at TD Ameritrade

Apeksha Garga

Apeksha is Head of Design at Wealthfront with a passion to humanize finance. Previously she was at IDEO, an award winning design and innovation consulting company. She has over 9 years of experience championing the human-centered design process to help organizations create new businesses and reinvent existing ones. She has built and lead multi-disciplinary design teams that seek insightful discoveries about human needs and behaviors to inspire meaningful and delightful product/service experiences for both users and businesses.

Apeksha Garga

Head of Design, Wealthfront

Joy Schoffler

Joy serves as Chief Strategy Officer for Casoro Capital and is responsible for investor relations and the development of innovative new financial products.
A thought leader in the field of innovative financial technology, Joy sits on the advisory board of the SXSW Accelerator, AARP’s FinTech Accelerator, FinTech Professionals Association and is a mentor for the Yodlee Interactive Incubator. Joy additionally spent four years on the board of CFIRA and the CFPA working with the SEC and FINRA on JOBS Act implementation, which enables online investing as we know it today.

Joy Schoffler

Chief Strategy Officer, Caroso Capital

Mona M. Vernon

Mona M. Vernon is the Chief Technology Officer, Thomson Reuters Labs. She leads Thomson Reuters’ network of global innovation labs, its research & development function, the Center for Cognitive Computing, blockchain engineering, and the design resources for the customer digital experience transformation. She also manages the start-up investment fund.

 

 

 

Mona M. Vernon

Chief Technology Officer, Thomson Reuters Labs