The Sixth WealthBriefing WealthTech Americas Awards 2027

In the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

Greg is Senior Director and Head of Wealth Management at FactSet.  In this role, he is responsible for thesuccess of FactSet’s overall Wealth Management business; from strategy and product creation to go-to-market delivery of services through the sales and marketing plans. Greg moved to London from the U.S. in 1999. For the 2 years prior to leading FactSet’s Wealth Management business unit, he was responsible for guiding the unit’s Wealth Management Strategy.  Before that, he spent eight years as Director of Workstation Solutions for the EMEA and APAC regions, and 5 years as Vice President, Institutional Sales in FactSet's UK Investment Management region.  Greg earned a degree in Economics from Boston College and is a CFA charterholder.

Kevin Reed serves as Aquilance’s Chief Revenue Officer. He brings two decades of experience leading partnerships, strategy, and revenue growth for companies such as Morningstar, Merrill Lynch, and PNC Private Bank.

He is passionate about building innovative partnerships that solve problems across the wealth ecosystem. As Global Head of Channels and Partnerships for Morningstar, Kevin founded the enterprise practice that sourced and implemented strategic relationships between Morningstar and third parties.

Kevin serves on the Board of Directors for Feed My Starving Children, an international Christian non-profit feeding starving kids in the most difficult places around the world.

Gregory is, above all else, curious. An optimistic agent of change, he is a champion of the principle “Show, don’t tell,” and a firm believer in the power of creativity and clarity to drive transformation. Whether summiting mountains or navigating complex business terrain, Gregory approaches challenges with a spirit of exploration—always seeking new paths to insight and innovation.

A passionate brand strategist, Gregory believes that in today’s crowded and often commoditized investment and wealth management landscape, differentiation is not a luxury—it’s a necessity. As the needs of high-net-worth individuals and families grow in sophistication and complexity, so too must the strategies that serve them. Gregory is dedicated to helping entrepreneurs, founders, and business leaders define and execute brand and growth strategies that set them apart and support purposeful, sustained growth.

Gregory’s career has been devoted to crafting growth strategies for many of the nation’s most prestigious multi-family offices and leading RIA firms. He brings deep experience working with multi-generational families, focusing on the complex dynamics at the intersection of family, enterprise, and wealth. His work often involves direct engagement with high-net-worth families to understand the key factors influencing their decisions around wealth management, investment strategy, and family office services.

He has developed particular expertise in data aggregation and consolidated wealth reporting and keeps a close eye on emerging technologies and platforms reshaping the wealth industry. Additionally, as a management consultant, Gregory has partnered closely with a wide range of trusted advisors, including estate attorneys, CPAs, philanthropic strategists, and family governance consultants.

Gregory has been a presenter at industry events hosted by Family Office Exchange, Family Wealth Alliance, and Worthy Circles, among others. He also plays a behind-the-scenes role in shaping thought leadership initiatives for MFO and RIA firms launching their own events for families and advisors. He serves as an Advisory Board Member to StoryKeep and Tapestry, two specialized providers supporting high-net-worth families, and is a longtime judge for the prestigious London-based Clearview Financial Media Annual Family Wealth Report and WealthTech Americas industry Awards.

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“I embrace a personal and professional mandate to ‘Avoid traditional’. Those two words hold such meaning for me and offer significant insight into my engagements and collaborations: thinking, intent and process to help others better consider, define and create that which will be both compelling and impactful to the challenge before them and world around us.”

Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.

Marc Schwarz is a senior enterprise software sales executive with extensive experience across investment management, wealth management and financial technology. He has worked with asset managers, private banks, fund administrators and institutional investors across the UK, Ireland, Switzerland and the wider DACH region. Marc is currently Head of Sales UK & Ireland at Profidata, a Swiss software provider specialising in front-to-back investment management solutions. Prior to this, he held senior commercial roles at SS&C Advent and Asset Control. Marc brings deep knowledge of investment operations, portfolio management, compliance, accounting and data management, combined with a strong focus on client relationships and market development.

Rusdi has recently joined InfoGrate Wealth as a senior consultant.

Previously Rusdi oversaw a division of Client Services and lead both the Financial Planning Program and the Operations Team at Market Street Trust, working closely with all specialists to deliver full financial plans to clients. Prior to joining Market Street, Sumner was Vice President and Managing Director of Tompkins Financial Advisors, while serving on the Tompkins Trust Company’s leadership team and as an Innovation Ambassador.

Sumner received a B.A. from Cortland State University summa cum laude in Business Economics and Communications. She also holds a dual-degree MBA with distinction from Cornell University’s Samuel Curtis Johnson School of Management and the Smith School of Business, Queen’s University (Ontario, CA).

Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.​

Prior to joining PwC Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.​

Danielle graduated summa cum laude from Augustana College. She is a licensed CPA and an Elijah Watt Sells award recipient.

Brian Weiner Is the Founder and CEO of Family Office Resource Group.

For the past 25 years, Brian has consulted, established and managed family office solutions for financial services firms, banks, and family offices globally.

Brian sits on the Board of Directors of the Palm Beach Chapter of YPO Gold and Chairs the Financial Forum.

He is a frequent speaker at the Family Office Association and leads exclusive programs for YPO Family Office Network, Tiger 21, and other organizations.

Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the award-winning reference platform for communication privacy and data security in the family office and wealth advisory space.

Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland.

Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.

Helen Yang, CFA is the Executive Vice President (EVP) of Product at Advyzon. She joined the firm following Advyzon's acquisition and integration of Andes Risk, the behavioural finance and risk analytics company that she founded and led as CEO

A winner of the prestigious Harry Markowitz Award in 2011, Helen Yang has 25 years of experience in FinTech and holds an MBA from Massachusetts Institute of Technology. Prior to founding Andes Risk, she held leadership positions at Thomson Reuters and Charles River Development, a State Street company.

Helen volunteers extensively, currently serving on the board of Lexington Lions Club and Asian Americans for Equal Rights.