Banco Popular de Puerto Rico

By trade Wayne’s a Software Engineer (University of Waterloo) and Grapevine6 is his 2nd startup. Wayne and his team of Co-founders (actually engineering college buddies) sold their first startup in 2008 and over the course of building two software companies they've learned a thing or two about connecting with customers. In fact Wayne turned into the “client relationship guy” during the first venture and his experience being an engineer and having to learn to build client relationships was a struggle that most entrepreneurs face in building their own businesses. Nowhere is that challenge more pronounced today than in the wealth sector. In this category, not only is there the ever-present challenge of building rapport and winning customers, but there is also a sea change in the form of a generational transfer of wealth to younger clients that perceive the value of advisors differently and consume wealth products or services differently than their predecessors. Grapevine6 is a technology platform that was inspired to address these challenges by using artificial intelligence across 6000 publishers to find uniquely relevant content for both marketing departments and financial advisors to publish to their audiences. But distribution also benefits because the platform also surfaces HNW\/UHNW prospects by tracking money in motion events disclosed in the public media. In short it's HNW lead gen and utility driven content marketing all done compliantly on a phone in fewer than 10 swipes a week.\nBefore Co-founding Grapevine6 Wayne was previously CTO-Managing Director for Cundari Inc formerly Co-founder of Rich Internet Group (acquired by Cundari). He’s an avid fisherman, an outdoors enthusiast and more recently, a running junkie.

Tim is the business lead for Citi Private Bank’s business transformation initiatives focusing on digitization and innovation. Using ever changing client behaviors and expectations as the catalyst, Tim is coordinating the combination of new processes, new data and new technologies for Citi Private Bank.\nTim joined Citi Private Bank in 2010 as Global Head of Client Management, based in London. In this role he worked with the Global COO, as well as Regional and Global management teams to developing strategies and initiatives to best serve the Ultra High Net Worth market, strengthen client relationships, and ensure target market discipline.\nTim joined Citi in 2000 as Head of Business Analysis for the European Investment Bank, before taking on a broader client strategy role across Investment Banking. In 2006 he moved to Hong Kong to lead the Global Banking Client Strategy team in Asia Pac. Tim returned to London to lead the Corporate and Investment Bank client strategy effort across EMEA during the financial crisis.\nPrior to joining Citi, Tim was a Practice Knowledge Specialist and member of the Financial Services Practice at AT Kearney, and a Researcher at Deutsche Bank.\nTim holds a BA (Hons) degree in Economics from Kingston University and is married with one daughter. He is also a keen cyclist, who has participated in charity fund raising rides in both UK and Europe.

Mitchell H. Caplan is CEO of Jefferson National, now operating as Nationwide’s advisory solutions business.

Bob Oros is executive vice president and head of the registered investment adviser (RIA) segment for Fidelity Clearing & Custody Solutions, a unit of Fidelity Institutional.

Charles L. Nemes is a senior vice president with Nemes-Rush Private Wealth Management of Raymond James, Novi, Mich.

Brian Leitner is senior vice president of practice management at Mariner Wealth Advisors.

Min Zhang, CFA, is CEO and co-founder of Totum Wealth.