We Interview Executives From Advyzon, Docupace And Blue Chip Partners On Location At The 2023 T3 Conference
As part of our coverage bringing you the best of the T3 conference, I spoke with several wealthtech leaders in attendance.
Ryan George, CMO of Docupace
George has helmed marketing at Docupace for nearly three years, where he leads marketing, internal and external communications, events, brand awareness, content strategies, customer and industry insights, events and design. With two decades of experience in marketing and communications for the wealth management industry, George is a member of the Forbes Communication Council, the CMO Council and the CMO Club. Docupace considers him the firm’s “chief diplomat.”
John Mackowiak, Chief Revenue Officer of Advyzon
For the past nine years, Mackowiak led business development at Advyzon, with responsibility for sales and service, and contributed to the development of the firm’s platform. Before Advyzon, he served 12 years at Morningstar in various roles, most recently as Product Manager for Morningstar Office. When Morningstar Office launched in 2004, he was the first salesperson dedicated to it, and later managed that sales team for four years.
Erin Goss, COO of Blue Chip Partners
Goss has worked almost two years at Blue Chip Partners, serving over 700 client relationships with over $1 billion in assets under management. In addition to overseeing operations, she has been instrumental in finding new talent and developing company culture. The firm was named among SmartAsset’s top 50 Fastest-Growing Financial Advisor Firms in 2022. She previously held various roles at Plante Moran, including Senior Alternative Investment Analyst.
Julius Buchanan, Managing Editor at Wealth Solutions Report, can be reached at jbuchanan@wealthsolutionsreport.com
