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Title

CFAH Meeting - William Trout - Celent - Digital Wealth Management & Robo Advisors

Event Description

Digital Wealth Management and the Emergence of the Robo Advisors 

William Trout
Senior Analyst 
Wealth Management

William Trout is a senior analyst with Celent’s Wealth Management practice. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.

Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team. Earlier responsibilities during his 10-year tenure included national leadership positions in the communications, planning, and investments areas.  Previously, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America.

William holds an AB from Harvard College and a MSc from the Norwegian School of Management in Oslo. He is fluent in Spanish, German, French, and English.

Event Type

Society

Education Topic

Private Wealth Management

Start Time

1/27/2016 11:30 AM

End Time

1/27/2016 1:00 PM

City

Houston

State/Province

TX

Event Country

 

Event Region

Americas

Location Info

​Houston City Club
1 City Club Dr. 
Houston, TX 77046

Speaker

 

CE Credits

1.0

SER Credit

0.0

Currency

$ USD

Member Price

FREE

Non-Member Price

$40

Candidate Price

$40 if not a CFA Member

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 12/21/2015 4:23 PM by kelly@amchouston.com
Last modified at 1/19/2016 4:08 PM by kelly@amchouston.com