Digital Wealth Luncheon New York 2024

Ed has 18+ years’ experience selling and marketing alternative asset products including Hedge Funds, Managed Futures, Commodities, Alternative Exchange Traded Investments, and Alternative Mutual Funds. He speaks on media outlets like TheStreet.com, Morgan Stanley TV and contributes to leading financial publications like the Wall Street Journal, Financial Times.

Lilian has excelled in creating value and meaningful relationships with customers, while managing international, multi-cultured teams in the investment industry for nearly 10 years. Prior to joining the company, she led the customer support teams of two Online Broker houses.

Brian has worked within the brokerage and financial services industry since 2008 and is head of client services for the International business at Investment Trends. With a passion for client service and having gained a deep understanding of the online brokerage and wealth management industry, Brian works in tandem with online brokers and any business wanting to understand the retail trader deeply, to ensure that they are extracting maximum value from our market insights to allow them to make smarter business decisions.