Asset & Wealth Management Summit 2026
A summit for asset and wealth management professionals, with discussions on industry trends, technology, and strategic decisions.
Marriott Long Wharf, Boston, MA
- Date
- November 10, 2026
- Venue
- Marriott Long Wharf, Boston, MA
Who you'll find in the room
industry leaders
industry executives
peers and industry leaders
Featured speakers
23 listedJillian Altamura
Asset & Wealth Management GTM
Thomas Burt
Managing Director and Head of Private Wealth Americas
Dominick Carlino
Global Head of Alternative Investments
Daniel Celeghin
Head of New Markets & Partnerships Sales
Ethan Corey
Senior Counsel
Jennifer Debrosky
Senior Director, Product Manager Multi-Asset Strategies
Kaitlin Elliott
GTM, AI Success Engineer
Holly Framsted
Head of Global Product Strategy
Nicholas Graham
Vice President of Government Affairs
John Hailer
President
Brennan Jablonski
Executive Director and Agentic AI Lead for Wealth Management at Morgan Stanley
Jay Jackson
Senior Vice President - Investment Management Solutions, Annuities and Insurance, Wealth Management
Lee Kowarski
Head of Distribution Solutions & Head of GIDS U.S. Product
Rosemary McDuffee
Managing Director, Head of Private Markets Technical Specialists
Mark Mezzanotte
Managing Director and Head of Alternative Investments Distribution
Ron Miller
Head of Relationship Management
Leah Mullen
Head of Wealth Management Sales Enablement
Jacqueline O’Flanagan
Head of Financial Services - Americas
Stephanie Pierce
Deputy Head of BNY Investments
Daniil Shapiro
CFA, Director, Product Development
John Stadtler
Retired Partner at PwC
George Stephan
Global Chief Operating Officer
Chris Wilson
Head of IM Product and Strategy
Venue & travel
Venue
Marriott Long WharfQuestions people ask
5 answeredThe summit starts on November 10, 2026.
The 2026 summit is at Marriott Long Wharf in Boston, Massachusetts.
The organizer describes its audience as industry leaders and executives.
It is most useful for product, distribution, operations and technology executives at asset and wealth managers, since the speakers include heads of alternatives, private wealth and distribution, plus an agentic AI lead from Morgan Stanley. The two-day program covers AI, alternatives and product innovation across front, middle and back office, so it suits generalist leaders more than specialists wanting deep technical sessions on a single function.
Attendees at asset and wealth management conferences usually wear business formal or business professional, with suits common, though ties are often optional.
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