Be there as Rusty Sommer shares his thoughts on trends in robo and
FinTech happenings at Next Bank Silicon Valley May 12
Rusty Sommer has talked the talk and walked the walk in the brokerage, institutional investment management, and FinTech fields and he will be an interesting voice on our panel, sharing his thoughts on managed accounts specifically, trends in robo—and FinTech happenings.
He’s worn many hats, and that gives him an expert perspective on where our industry has been, where we’re going, and how quickly we’re going to get there! Rusty is vice president and an account executive at FolioDynamix and brings a unique perspective to his position based on nearly 20 years of experience across brokerage, institutional investment management, wealth management and financial services technology. Rusty has held leadership positions in investment product and advisor technology at AssetMark and at PNC Bank; he has held portfolio management positions at National City Bank (now PNC) and a number of other firms. Rusty is a Certified Trust and Financial Advisor (CTFA) and a Chartered Alternative Investment Analyst (CAIA).