5DECEMBER JANUARYWhat's Hot in Private Wealth Management Space16CXO INSIGHTSCXO INSIGHTSEXPERT INSIGHTS FOR NAVIGATING THE WEALTH MANAGEMENT LANDSCAPEANDRE CARDOSO, HEAD OF WEALTH MANAGEMENT ­ US, INTER&CO20WEALTH MANAGEMENT AND DIGITAL ASSETS, MOVING FROM EXPERIMENTATION TO FULL-SCALE ADOPTIONANN-MARIE O'MALLEY, EXECUTIVE DIRECTOR, PLATFORM STRATEGY INITIATIVE LEAD, GROUP OPERATIONS & TECHNOLOGY OFFICE, UBS28WHY ISN'T TAX SEASON MORE OF A TEAM EFFORT?RYAN HALLERAN, SVP, DIRECTOR OF WEALTH PLANNING, D.A. DAVIDSON COMPANIES22STRATEGIC LEADERSHIP IN OPERATIONAL RISK MANAGEMENTBEVERLEY MACADAM, VICE PRESIDENT, OPERATIONAL RISK AND SHARED SERVICES, WEALTH MANAGEMENT GLOBAL OPERATIONS, RBC WEALTH MANAGEMENT26DEALING WITH GLOBAL TAX COMPLIANCESERGIO VAZQUEZ, TRANSFER PRICING DIRECTOR, CEMEX24HELPING PROVIDE FINANCIAL SECURITY THROUGH A PEOPLE-FOCUSED APPROACH TO PORTFOLIO MANAGEMENTYESIM TOKAT-ACIKEL, MANAGING DIRECTOR, PORTFOLIO MANAGEMENT, PRINCIPAL ASSET MANAGEMENT18THE GROWING DEMAND FOR PRIVATE WEALTH MANAGEMENT SERVICES
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