Name
Today’s AI Playbook for Wealth Management
Date & Time
Tuesday, February 3, 2026, 10:00 AM - 11:00 AM
Speakers
Judy Lee, Team Lead, Platform & Operations Consulting, Fidelity Investments
Michael Stern, SVP, Strategic Product Development, Orion
Alicia Rich, Head of Client and Advisor Digital Engagement, Broadridge
Sami Tarazi, Chief Technology Officer, Praxis Solutions
Judy Lee Michael Stern Alicia Rich Sami Tarazi
Description

Artificial intelligence is reshaping the wealth management landscape—but many firms are still navigating how to translate adoption into meaningful results. Uncover best practices, hear how similar firms have addressed ongoing concerns and get leads on widely used vendors that can help your firm move from experimentation to execution.

Track Sponsored by:

Location Name
Sandpiper Salon
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
5F