The people behind the stack

Bhoomi Agarwal

Associate Vice President - Investment Product Specialist · Kotak Private

Björn Jansson

CEO, Carnegie · Carnegie

Bree Sterne

Managing Director, Head of Investment and Portfolio Strategy · Brown Brothers Harriman

Brett Sanchez

Managing Director and Head of Private Credit, BMO Wealth Management · BMO Bank

Brian D. Riley

Global Head of BNY Wealth · BNY Wealth

Bryan Duncan

Executive Vice President of Signature, a division of Esquire Bank · Signature Bank

Butch Oorlog

CFO · Raymond James

Bénédicte Kukla

Chief Strategist · Degroof Petercam

Caitlin Long

Founder and CEO · Custodia

Carol Schleif

Chief Market Strategist, BMO Wealth Management · BMO Bank

Carolyn Donnelly

Managing Director and Chief Client Engagement Officer · CIBC Private Wealth US

Cathal Deasy

Global Co-Head of Investment Banking · Barclays Investment Bank

Cesar Solera, CAIA, EFA

Director BBVA PATRIMONIOS Comunidad Valenciana, Murcia y Baleares · BBVA en España

Chetan Bhatia

Managing director & Region Head EUCA, Ultra High practice and PB london · DBS Bank Ltd

Chirag Paul

Senior Director · Kotak Private

Chris Biotti

Head of North America - Citi Private Bank · Citi

Chris Hoelter

Head of Banking, ANZ Private Bank · ANZ Bank

Chris McAteer

Chief Compliance Officer · Amina Group

Christophe Caspar

Global CEO Asset Management · Edmond de Rothschild

Christopher Quinn

Executive Director, CIBC Family Office · CIBC Private Wealth US

Chuck Long

Managing Director, Head of International Markets & Family Office · BNY Wealth

Chairman & CEO · iFAST

Claire Maldera

Head of Human Resources · BNP Paribas Wealth Management

Claudia Beyeler

Head Family Office · Globalance Swiss Private Bank

Colin Vidal

Co-Head of Asset Services · Intesa Sanpaolo Wealth Management Suisse

Cynthia. Tobiano Rozenblum

Deputy Chief Executive Officer · Edmond de Rothschild

Dan Phillips

Chief Investment Officer, BMO Wealth Management U.S. · BMO Bank

Dan Scott

CIO (Chief Investment Officer) · Vontobel

David B. Gross

Managing Director Wealth Management · Jefferies Group LLC Investment Bank

David Frame

CEO, Global Private Bank · JP Morgan Private Bank

David Solomon

Chairman and Chief Executive Officer · Goldman Sachs Bank

Dheeraj Sridharan

Senior Vice President and Senior Regional Head · HDFC Bank

Dilber Hussain

Assistant General manager Family Office · ICICI Bank

Donald DiCarlo

Head of Wealth Planning and Trust Services · Wilmington Trust

Donna Johnstone

Head of Advice -ANZ Private · ANZ Bank

Dorothee Blessing

Global Head of Investment Banking Coverage · JPMorgan Chase & Co. Investment Bank

Ed Manigault

South Region Managing Director, Family Office Solutions · Northern Trust Family Office Technology

Founder · UBP Private Bank

Edinardo Figueiredo

CEO, Latin America & GFG Private Bank New York · JP Morgan Private Bank

Elizabeth Thiessen

Head of Private Bank Family Office Solutions · Bank of America Private Bank

Emanuele Castro

Deputy CEO - Head of HR, Organization & Legal · Intesa Sanpaolo Wealth Management Suisse

Chief Executive Director · Coutts & Co. Private Bank

Emma Dearlove

Head of Private Clients, ANZ Private · ANZ Bank

Emma Sterland

Managing Director, Financial Planning · NatWest Group

Eric Freedman

Chief Investment Officer, Wealth Management · Northern Trust Family Office Technology

Eric Rosset

Head of Verbier Branch · Julius Baer

Fabian Dori

Chief Investment Officer, Member of the Group Executive Board · Sygnum Bank

Fahad Kamal

Chief Investment Officer, Managing Director · Coutts