Senior leaders from across US wealth management and WealthTech will gather in New York on November 2 for The Wealth Mosaic Live 2026: United States, bringing together expertise spanning AI, financial technology, investment management, RIA growth, product development, operations, and business strategy.
Taking place from 8am to 6pm at the Nasdaq MarketSite, the event will feature keynote presentations, fireside chats, panel discussions, and focused breakout sessions, alongside opportunities for networking and discussion.
We are delighted to introduce the first speakers confirmed for the event.
Speakers at a glance
Speakers in detail
Stephen Wall, Founder of The Wealth Mosaic
Stephen Wall is the Founder of The Wealth Mosaic, the marketplace and knowledge platform for the global wealth management industry. He works with wealth managers and technology providers to accelerate industry collaboration through research, events, content, and market intelligence, with a particular focus on WealthTech innovation, digital transformation, and the evolving needs of the sector.
Lori Hardwick, Senior Strategic Advisor, Genstar Capital
Lori Hardwick is a financial services and WealthTech executive, entrepreneur, investor, and board director with extensive experience building and leading businesses across the industry. Her career has included senior leadership roles in financial technology, wealth management, and advisory services, alongside board and strategic advisory positions.
Michael Partnow, Corporate Strategy/Commercialization, The Wealth Mosaic
Michael Partnow is a financial services executive with more than 30 years of industry experience. His career has spanned wealth management, financial technology, business development, partnerships, and commercialization, with a particular focus on building strategic relationships and helping organizations translate technology and innovation into commercial growth.
Rich Hart, VP, Head of Product, OneVest
Rich Hart is a financial services and technology executive with more than two decades of experience spanning product strategy, digital transformation, wealth management, and FinTech. As Head of Product at OneVest, he is responsible for product strategy, execution, and the roadmap supporting the company’s wealth management technology platform.
Ian Karnell, CEO and Co-Founder, VastAdvisor
Ian Karnell is an entrepreneur, investor, operator, and technology innovator with more than 25 years of experience. As CEO and Co-Founder of VastAdvisor, he is focused on applying AI to advisor growth, client acquisition, marketing, and institutional knowledge, helping wealth management firms build more scalable growth models.
Joe Sullivan, Senior Director of Strategic Accounts – Wealth Management & Private Banking, North America, Backbase
Joe Sullivan is a financial technology and wealth management executive focused on strategic relationships across wealth management and private banking. At Backbase, he works with financial institutions across North America as they modernize their digital capabilities, client experiences, and technology strategies in an increasingly competitive financial services environment.
Mohan Gurupackiam, Chief Information Officer, Steward Partners
Mohan Gurupackiam is a technology executive with more than 25 years of experience in IT leadership. As Chief Information Officer at Steward Partners, he brings extensive expertise in technology strategy and transformation, helping align technology capabilities with the operational and strategic needs of a growing wealth management organization.
Michael Casciano, President and Founder, EVO Wealth
Michael Casciano is President and Founder of EVO Wealth, a consultancy focused on helping RIAs simplify their technology and operations. His career spans financial advice, asset management, model portfolios, technology, and consulting, giving him a broad perspective on the operational challenges and opportunities facing modern advisory firms.
Ken Lotocki, Chief Product Officer, Conquest Planning
Ken Lotocki is Co-Founder, Chief Product Officer, and a board member of Conquest Planning. He has played a central role in developing the company’s product strategy and technology, with a focus on using intelligent software to make sophisticated financial planning more efficient and accessible.
Bob Leaper, Senior Business Development Executive, SmartLeaf
Bob Leaper is an experienced FinTech and WealthTech business development executive with a background spanning global sales, marketing, strategic partnerships, and advisory roles. His career has focused on connecting financial institutions with technology solutions and helping businesses develop commercial strategies within the evolving wealth management technology ecosystem.
Peter Dietrich, Global Head of Index Sales, VettaFi
Peter Dietrich is Global Head of Index Sales at VettaFi and has around 20 years of industry experience. His work focuses on expanding the firm’s direct indexing footprint, managing strategic relationships, and helping clients access index-based solutions in a rapidly evolving investment and portfolio management landscape.
Jon Ewing, Chief Marketing Officer, Docupace
Jon Ewing is a senior marketing executive with extensive experience across FinTech, enterprise technology, data, and digital transformation. His career has combined marketing strategy with a deep understanding of technology and data, with a focus on driving growth, strengthening go-to-market execution, and connecting marketing activity to commercial outcomes.
Jim Hardeman EVP, Product, Zocks
Jim Hardeman is Executive Vice President of Product at Zocks, a privacy-first AI platform designed for financial services. His work focuses on developing technology that helps financial professionals capture better records, maintain richer client profiles, and automate administrative workflows, enabling advisors to devote more time to client relationships.
Hilda Wong-Doo, Founding Member, Greenline Consultants
Hilda Wong-Doo is a founding member of Greenline Consultants and an experienced financial services and technology leader. Her work centers on helping organizations navigate strategy, transformation, technology, and operating-model decisions, drawing on extensive industry experience to connect business objectives with practical approaches to innovation and change.
Henry Zelikovsky, CEO, SoftLab360
Henry Zelikovsky founded SoftLab360 in 2000 to address demand for enterprise software solutions within financial services. As CEO, he brings extensive experience in technology, software engineering, FinTech, and AI, helping organizations develop and implement technology solutions designed around complex business and operational requirements.
Rich Walker, CEO and Co-Founder, Quik!
Rich Walker is CEO and Co-Founder of Quik!, which he founded in 2002 to transform forms processing in financial services. An entrepreneur with a background in financial services and consulting, he focuses on forms automation, e-signature technology, AI, and improving customer experiences through technology.
Victor Nieves, Managing Director, Enterprise Client Executive, FIS
Victor Nieves is a senior financial technology executive serving as Managing Director and Enterprise Client Executive at FIS. His work centers on strategic client relationships and the application of technology across financial services, bringing an enterprise perspective to how firms evaluate, implement, and derive value from their technology investments.
Tricia Rothschild, CFA, Interim President and CEO, CFA Institute
Tricia Rothschild is a financial services, investment, and technology leader whose career includes 26 years at Morningstar, where she held senior roles including Chief Product Officer and Co-Head of Global Markets. She later served as President of Apex Fintech Solutions and as an operating partner at Advent International.
More speakers to come
These speakers represent the first group confirmed for The Wealth Mosaic Live 2026: United States, with further names and program details to be announced as the event approaches.
Together, they bring experience from across the wealth management ecosystem – from RIAs and financial institutions to WealthTech, AI, investment technology, product development, consulting, and enterprise transformation – creating a diverse range of perspectives for a full day of discussion and networking.
Further speaker announcements will follow as the program continues to take shape.
Want to participate?
If you’d like to join this lineup of industry leaders, there are still slots available in our full-day event program – including panelists, networking event sponsors, topic breakout participants, and keynote presenters. Watch this space for further details!
If you’d be interested in participating in any part of our program for The Wealth Mosaic Live 2026: United States, get in touch with us at office@thewealthmosaic.com.
Join the wealth management conversation in New York
The Wealth Mosaic Live 2026: United States brings together wealth management executives, technology leaders, innovators and solution providers for a full day of insight, discussion, and networking.
There’s a 50% discount for early-bird tickets until the end of July. Get your ticket now here.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
