SOLD OUT “What High-Net-Worth Investors Want from Their Advisers”

Jessica Fernandez is a 15+ year industry who began her career working in many of the roles she currently markets to today is Senior Vice President and Head of Integrated Marketing. Positions included sales assistant, financial advisor and wholesaler for firms such as Smith Barney, Morgan Stanley and AllianceBernstein before morphing her career into a successful marketing professional at firms such as AllianceBernstein, New York Life and ICON Investments. Four years ago, Jessica joined OppenheimerFunds to help bring the Broker Dealer’s Integrated Marketing initiatives to life, designing and driving creative direction, messaging, execution and analytics for both OFI’s investment-centric and business building resources. Today, she oversees the integrated marketing focuses for various Channels, including Broker Dealer, RIA, Private Client Group, DCIO, Institutional and International. Jessica also oversees the strategic marketing efforts of the CEO Advisor Institute, a highly-specialized and dedicated resource that helps financial advisors and complex managers review and transform how they run their businesses, construct and lead synergistic and high performing teams and balance their lives. 

Adam Tremblay is a Partner with Kantar’s Consulting Division where he works with clients to create and deliver strategic solutions to critical brand and business issues. He also leads the ROI practice. He has worked extensively with leading clients across a range of engagements, including growth strategy, brand valuation, brand purpose, portfolio strategy, brand and consumer strategy, and organizational excellence. He is motivated by the challenge of helping brands identify and capitalize on strategic growth opportunities through inspired, sometimes unconventional ideas. He has a background in financial services, across M&A, capital markets and private equity, in addition to advertising account management experience. Adam holds an MBA from the New York University Stern School of business where he graduated with honors, specializing in strategy, entrepreneurship & innovation, and marketing. He graduated magna cum laude, with honors and distinction, from Colgate University with a B.A. in economics and political science. He enjoys long-distance running (5 marathons and counting), surfing, snowboarding, weightlifting, good food and drink, and spending time with his wife, Britta, and their goofy border collie, Waffles (@wafflesworld).

Ben Harrison is a Managing Director for Advisor Solutions at BNY Mellon | Pershing. Ben is head of Business Development and a member of the Executive Committee for Advisor Solutions. Previously, he led business development for advisory marketplace solutions on the West Coast. Prior to joining Advisor Solutions in 2006, Ben served as vice president of regional sales for TD Ameritrade Institutional. He started his career with TD Waterhouse Institutional and has spent the last 20 years serving registered investment advisors. Ben was a 2010 Chairman’s Circle Honoree recognizing outstanding performance within BNY Mellon. He is currently a board member with the Foundation for Financial Planning. Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania.

Stephen Mayrose is a Financial Advisor and Portfolio Manager with Morgan Stanley Wealth Management, having worked previously for PaineWebber and UBS, in a career spanning over 20 years. He has earned the right to use both the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations, and holds the FINRA Series 7 and 66 registrations. Stephen also serves as Chairman of the Private Wealth Management Committee for CFA Society NY.