DDM features the industry's most influential voices on M&A, strategy, leadership and solutions for deal making
Mark Tibergien is Ex-Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company. Pershing Advisor Solutions is one of the country’s leading custodians for registered investment advisors and family offices. Mark now works as a consultant, speaker or board member with other enterprises that are going through dynamic transformation
Megan Carpenter is currently the managing partner and cofounder of FiComm Partners, a specialist communications firmthat works with independent registered investment advisoryfirms, financial advisors, and those that want to reach them toestablish strong media profiles that highlight credibility.
Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW. She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives.
Mark Bruno is currently Managing Director of Wealth Management at Informa. He is responsible for developing strategies that will enhance offerings for the wealth management community – and ultimately advance Informa's position as the leading provider of media, events, and targeted business intelligence for financial advisors.
Liz is co-founder and chief commercial officer for F2 Strategy where she leads all brand strategy, digital marketing, advertising, social media, content and PR for the organization. She brings almost 20 years of experience working with some of the most well-known global brands in the HNW and UHNW space such as Wells Fargo Private Bank, Abbott Downing, U.S. Bank and BNP Paribas. Liz is a frequent contributor to wealthmanagement.com, webinar participant around WealthTech digital marketing and Chief member, the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down. She is particularly passionate about creating a company culture of well-being and supporting other women in the WealthTech and Fintech industries. Liz is based in Santa Cruz with her husband and two young sons.
Dan Seivert is the CEO and founder of ECHELON Partners – one of the leading investment banks and consulting firms to the wealth and investment management industries. Prior to starting ECHELON, Mr. Seivert was one of the initial principals of Lovell Minnick Partners, where he helped invest over $100MM in venture capital across 15 companies. Before his involvement in private equity, Mr. Seivert was a buy-side analyst at The Capital Group (American Funds) where he valued firms in the asset management and securities brokerage industries. Mr. Seivert’s initial job at Capital was in the capacity of strategic planning and marketing research, where he worked directly for several chairmen of the company as well as the fund boards. Mr. Seivert began his career in the M&A department of Skadden, Arps, Slate, Meagher & Flom.
Alyssa is co-founder and lead strategist at RDCL, a social science-based market research and branding agency
dedicated exclusively to the financial industry. As lead strategist, Alyssa connects the dots from research insight to
activation with strategic solutions that consistently challenge the status quo. Over the last 10 years she has partnered
with the industry’s leading CEOs and CMOs, helping them build brand equity with marketing strategies that stand out
and speak to people at an emotional level. Alyssa has a modernist’s eye that she applies to both her home and her
work and a self-discipline that she channels into her daily Bikram yoga and Peloton practice. She lives in Southern
California with her husband and four children.
In her 20+ year career, Stephanie has authored The Power of Practice Management (Bloomberg Press), written columns for Investment News and Financial Planning magazine as well as articles for Kitces.com, FA Magazine and Advisor Perspectives, has been named an Industry Influential, spoken at nearly every major conference and remains a highly sought-after speaker, business strategist and executive coach. She currently writes a monthly column for Investment News. She is also the founder of Limitless Advisor Coaching, now in its fifth successful year. In addition to her coaching work, she is a recognized industry thought leader and consults to various corporations, boards and private equity firms on trends and opportunities in the industry.
Jene Hoosier is Sanctuary Wealth’s Head of Platform Strategy. In this role, Jene continues to focus on building and delivering a fully integrated and connected platform to best serve our Partners and their clients. Her focus is to ensure Sanctuary continues to build and curate a platform where Advisors can access world class technology and solutions to best serve their clients.
Jodie Papike is the President of Cross-Search, the first third-party, independent broker-dealer advisor and executive placement firm. Since joining Cross-Search in 1997, Jodie has been consulting with financial advisors transitioning to new independent broker-dealers, RIAs and custodians, guiding them through the entire process of identifying their most appropriate options, negotiating a deal and transitioning clients.
