I had the opportunity to speak on video with several industry leaders at the Financial Services Institute’s OneVoice conference including Adam Malamed, CEO of Sanctuary Wealth; Alex David, President and CEO of Stifel Independent Advisors; Greg Cornick, President, Advice and Wealth Management at Osaic; Ananya Balaram, Chief Revenue Officer of Vestmark; and David Knoch, CEO of Docupace.
Adam Malamed, CEO, Sanctuary Wealth
Malamed, our recently announced CEO of the Year, as part of our Wealth Exemplar Awards, took the helm at Sanctuary a year ago. Since that time, he has accelerated the firm’s growth and recruiting as well as bolstered its C-suite. Prior to Sanctuary, Malamed was COO of Ladenburg Thalmann Financial Services.
Alex David, President and CEO, Stifel Independent Advisors
With almost three years leading Stifel Independent Advisors, the independent channel broker-dealer subsidiary of Stifel Financial, David has generated recruiting successes that continue through today. Prior to Stifel, David spent almost 13 years as a Managing Director at Wells Fargo FiNet. He is also Chair Emeritus of the Association of African American Financial Advisors.
Greg Cornick, President, Advice and Wealth Management, Osaic
With over four years at Osaic, Cornick leverages over 25 years of experience in wealth management including at LPL Financial, JPMorgan Chase and Robertson Stephens. Osaic was recently named a Wealth Management Enterprise of the Year in our Wealth Exemplar Awards. In June, Osaic announced a rebranding and streamlining of its operations into one entity and in December acquired Lincoln Wealth, which also received a Wealth Exemplar Award for Deal of the Year.
Ananya Balaram, Chief Revenue Officer, Vestmark
Balaram has served at Vestmark for over 15 years in various executive roles, including Chief Revenue Officer for the past two years. In this role, he leads the firm’s sales, relationship management, client solutions and marketing teams. The firm supports over $1.5 trillion in assets across more than 65,000 financial advisors and approximately 5 million accounts. WSR named Vestmark a Wealthtech Firm of the Year as part of our Wealth Exemplar Awards.
David Knoch, CEO, Docupace
Knoch has helmed Docupace for almost four years, leading the firm’s strategic transformation, including growth, acquisitions, product expansion and bolstering the leadership bench. In October, the firm launched its API Developer Portal, and in July its data platform PreciseFP announced a partnership with LPL Financial. Knoch also served in various roles with FSI, including Chairman of the Board in 2019.
Julius Buchanan, Editor in Chief at Wealth Solutions Report, can be reached at firstname.lastname@example.org.