Future of Wealth Management and Investment Panel — Future of Banking Week
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On this episode, Miguel Armaza moderates the Wealth Management and Investment panel as part of the Future of Banking Week, joined by three excellent guests:
Ed Robinson, President and co-founder of STASH, one of the fastest-growing consumer investing and banking platforms in the U.S., pioneering the future of personal finance.
Joe Percoco, Co-CEO and Co-Founder of Titan, a digitally-native investment manager based in New York City backed by Y-Combinator, Box Group, Maverick and others.
Ryan Finneran, Director of Investment Operations at Moneylion, a leading mobile finance platform offering consumer products for borrowing, saving, and investing.
Listen to the podcast on:
—> Spotify
—> Soundcloud
Ed, Joe, and Ryan are leading some of the most revolutionary Wealth Management platforms in the world. Although each company has its own distinct focus, we can find plenty of commonalities amongst them as they attempt to democratize asset management services. All three are reimagining financial services and using modern tools to create a delightful user experience. Every single one of them is laser-focused on providing the right educational tools for their clients to foster investing literacy and help its customers make the best decisions. And, most importantly, they understand that the only way to compete and win against large incumbent asset management houses is to build trust and loyalty at the beginning of their client’s investing life, while recognizing their products will also have to evolve and mature with their users.
Ed Robinson
Ed Robinson is the President and co-founder of STASH, one of the fastest-growing consumer investing and banking platforms in the U.S., pioneering the future of personal finance. With expertise in risk management, asset allocation and global markets, Ed has rapidly moved up the ranks to hold a series of management roles in different functions around the world. Prior to co-founding STASH, he held positions at Macquarie Securities Group as head of sales for global electronic execution, European sales trader, Asian sales trader, and private banker, and holds series 7 and 63 licenses. Ed earned a bachelor’s degree at The University of Sydney. STASH was highlighted by Forbes’ “Fintech 50 2020” and “Fintech 50 2019,” as well as by the Wall Street Journal as one of the “Top Tech Companies to Watch in 2018.”
Joe Percoco
Joe Percoco is the Co-CEO and Co-Founder of Titan, an investment manager based in New York City backed by YCombinator, Box Group, Maverick and others. Prior to Titan, Joe spent time at McKinsey & Co. in San Francisco and Goldman Sachs in NYC. He graduated from the University of Pennsylvania’s Huntsman Program in 2012, summa cum laude.
Ryan Finneran
Ryan Finneran is the Director, Investment Operations at Moneylion, a leading mobile finance platform that empowers consumers to take control of their financial lives through better products for borrowing, saving, and investing. Prior to Moneylion, Ryan has spent time at Stash, Betterment, and TD Bank.