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Hosted by LifeYield · 🇺🇸 US · EN · 249 episodes
Established thought leaders with verified media credentials.
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
LifeYield hosts WealthTech on Deck, a business show with 249 episodes published.
This week, Jack Sharry talks with Andrew Guillette, Vice President of Global Insights at Broadridge. Founder of Verge Advisory and former COO of Cerulli, Andrew has a track record of delivering industry-leading market re
This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focuse
This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated
This week, Jack Sharry talks with Merit Financial Advisors' CEO & Founder, Rick Kent, and President, Kay Lynn Mayhue. Rick is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and
This week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology
This week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers, focusing on growth, transformation, and the evol
This week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career working on growth issues as an executive
This week, Jack Sharry talks with Alois Pirker, Founder & CEO of Pirker Partners. For 25 years, Alois has worked with many leading wealth management firms and providers globally. Today, he advises firms, vendors, and inv
This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how advisors leverage syste
This week, Jack Sharry talks with Len Reinhart, President of Reinhart Consulting Group and a pioneer in fee-based advisory services. Len has spent decades shaping the evolution of wealth management, from his early days i
This week, Jack Sharry talks with David Lau, Founder & CEO at DPL Financial Partners. David is an innovator and disruptor in the financial services industry and one of the pioneers in fee-based annuities and in making an
This week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and Rabih are rethinking how advisors interact w
This week, Jack Sharry talks with Tom Lewandowski, Principal and Leader of the High-Net-Worth (HNW) Segment at Edward Jones. Tom leads the development and execution of strategies to better serve HNW households, including
This week, Jack Sharry talks with Scott Smith, Senior Director of Advice Relationships at Cerulli Associates. Scott leads research on financial advisor trends, client engagement, and the evolving wealth management landsc
This week, Jack Sharry talks with John Yackel, Executive Vice President and Head of Wealth Management at Janney Montgomery Scott. With more than three decades of experience across wealth management, financial services, a
This week, Jack Sharry talks with Amy Young, Founder of Advice Architects. Amy Young is a longtime wealth-management strategist and former Microsoft managing director who has spent three decades at the intersection of ca
In this year-in-review episode, Matt Nollman, Head of Product Marketing at SEI LifeYield and Producer of WealthTech on Deck, steps into the host chair and interviews Jack Sharry on the five defining WealthTech themes of
This week, Jack Sharry talks with Sneha Shah, Executive Vice President and Head of New Business Ventures at SEI. Sneha brings more than 25 years of global leadership experience across data, technology, and human-centered
This week, Jack Sharry talks with Garrett Beam, Head of Digital Solutions at Cetera Financial Group. Garrett drives the product vision, strategy, experience, design, and execution across various platforms and products to
This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative anal
Scott Smith
Director of Client Services in Herbein’s Human Capital & HR Consulting practice · Oconee County Emergency Services
2 appearances on this show
Professor Amy Young
MD, Forensic Pediatrician, Executive Director- Give Something Back · Redefine Possibility
2 appearances on this show
Ashley Wood
VP of Marketing · LANDR
1 appearance on this show
Chip Roame
Tiburon Strategic Advisors
5 appearances on this show
David Goldman
Partner · Celesta Capital
1 appearance on this show
Ritik Malhotra
co-founder and CEO · Savvy Wealth
1 appearance on this show
John Sweeney
British journalist, author, and former BBC investigative reporter · Park Madison Partners
1 appearance on this show
Jamie Hopkins
retirement speaker and author · FinServ Foundation
1 appearance on this show
Arnulf Hsu
CEO · GReminders
1 appearance on this show
Randy Lambert
Owner of Lambert Home Inspections · Intention.ly
1 appearance on this show
Ryan Eisenman
Co-Founder & CEO · Arch
1 appearance on this show
Doug Fritz
co-founder and Executive Chairman · F2 Strategy
1 appearance on this show
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WealthTech on Deck is hosted by LifeYield. The show is categorised under business and has published 249 episodes.
WealthTech on Deck has published 249 episodes.
WealthTech on Deck regularly covers business. It sits in the business category.
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Episodes of WealthTech on Deck average 29 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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