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FOUNDERS FORUM SPEAKERS

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Greg Banasz

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Greg Banasz is a Chief Marketing Officer and Founding Partner for Steward Partners Global Advisory. As Head of Business Development, he is primarily responsible for marketing, media and communications for all of SPGA and works closely with members of Steward Partners’ Executive Leadership Team.

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Greg Boyle

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Greg is a Founding Partner and Chief Growth Officer at Pallas, overseeing both the organic and inorganic growth through M&A, Advisor Tuck-ins, Marketing, Business Development, and Client Service initiatives.

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Matt Baum

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For over 13 years, Matt has practiced law with a focus on the financial services industry. He has represented multiple Fortune 500 financial institutions, in addition to many small and middle market firms.

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Tejas Dessai

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Dessai serves as an AVP, Research Analyst at Global X ETFs, where my team leads coverage for emerging technologies like AI, Enterprise Tech, Consumer Tech, and Fintech, to develop investment strategies that capitalize on these trends.

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Robert Gilman, Co-Host

Robert Gilman is a Managing Director with J.P. Morgan Wealth Management. As the founder of Gilman Wealth Management, he brings a multifamily office approach to serve the sophisticated advisory requirements of the team’s ultra-high-net-worth clients.

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Mike Doniger

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Mike is President and CIO at Optifino, a one-of-a-kind, client-centric life insurance fintech company. Optifino is a stealth fintech backed by some of Silicon Valley's best VCs.

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David Gehn

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David has been representing clients in large and complex civil, criminal, and regulatory investigations and litigation, as well as in contractual and transitional matters for the last 25 years.

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Sylvia Guinan

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Sylvia is a Financial Advisor at Wells Fargo Advisors in Essex, Connecticut. She has over 20 years of experience in the financial services industry.

Mike Lee

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With over 35 years of industry experience, Quantum provides recruitment advisory services for wealth management professionals and firms.