Lessons Learned on Technology Selection and Implementation
Thursday, March 23, 2017 | 1:00 P.M. – 2:00 P.M PDT
Join us as we look the experience transitioning from legacy technology to the Tamarac platform from two top RIAs, and how each firm is positioned to achieve their own unique goals.
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a RIA.
Dustin C. Stiefel - Co-Founder, Principal
Steward Wealth Management
Mr. Stiefel and Co-Founder and Principal Vince Hawkins, CPA established Colleyville, Texas-based Steward in 2007, and by 2016, they were seeking to accomplish more for clients while spending less time behind their desks. They also wanted to ensure a seamless succession for their lifestyle business when they decide to retire.
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Maryland Capital Advisors
Mike Damas has over 25 years of economic research, trading, and risk management experience. He formed Maryland Capital Advisors in 1997. Until 2001, his firm executed a bond trading strategy as a sub-manager of a large New York-based hedge fund. In 2002, he launched MCA’s own private investment fund implementing a disciplined, market-neutral fixed-income trading strategy. In September 2005, MCA became a registered investment advisor providing portfolio design and management for high net worth families, private organizations, and other select clients.
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