RIA Roadshow New York
Join us for an exclusive opportunity designed specifically for Envestnet Tamarac clients like you.
This one-day session will include updates on our roadmap, user group-style conversations, and expert insights on how Envestnet can help support and elevate your business.
What to Expect:
Here’s what you can expect:
· Get a first-hand look at the latest updates to the platform and what’s coming
· Hear how fellow advisors are driving growth and efficiency with Envestnet Tamarac
· Network with other RIAs and meet directly with leaders from Envestnet
Don’t miss your opportunity to be part of the discussion. Click below to reserve your spot. Space is limited!
We look forward to seeing you in New York! If you have any questions, please contact [email protected] .
This one-day session will include updates on our roadmap, user group-style conversations, and expert insights on how Envestnet can help support and elevate your business.
What to Expect:
Here’s what you can expect:
· Get a first-hand look at the latest updates to the platform and what’s coming
· Hear how fellow advisors are driving growth and efficiency with Envestnet Tamarac
· Network with other RIAs and meet directly with leaders from Envestnet
Don’t miss your opportunity to be part of the discussion. Click below to reserve your spot. Space is limited!
We look forward to seeing you in New York! If you have any questions, please contact [email protected] .
Date
October 7, 2026
Location
AllianceBernstein Office
66 Hudson Blvd E
New York, NY 10001
66 Hudson Blvd E
New York, NY 10001
Registration Deadline
September 18, 2026
Agenda
Wednesday, October 7
8:30 AM
Registration & Breakfast
9:00 AM
Welcome & Introductions
Greg Trzaski, Business Development Director, Envestnet
John Barrows, Business Development Senior Consultant, Envestnet
John Barrows, Business Development Senior Consultant, Envestnet
9:45 AM
Envestnet Strategic Update
Vib Arya, VP Strategic Relationship Management - RIA, Envestnet
10:00 AM
Understanding Your Business Needs: Trends & Insights Fireside Chat
Brian Hyman, CEO & Founder, High Meadow Solutions
Vib Arya, VP Strategic Relationship Management - RIA, Envestnet
Vib Arya, VP Strategic Relationship Management - RIA, Envestnet
11:00 AM
Break
11:15 AM
| Tamarac Roadmap Highlights - Part 1 |
Nate Johnson, Lead Product Manager, Tamarac Products
11:45 AM
Networking Lunch
12:45 PM
| Tamarac Roadmap Highlights - Part 2 |
Nate Johnson, Lead Product Manager, Tamarac Products
1:15 PM
| Partner Insights Spotlight |
John Barrows, Business Development Senior Consultant, Envestnet
Chad Colombo, Principal, Private Wealth, Blue Owl
David Saslowsky, Director, Strategic Relationships Group, AllianceBerstein
Ken Lassner, Direct Indexing Lead Product Strategist, Northern Trust Asset Management
Chad Colombo, Principal, Private Wealth, Blue Owl
David Saslowsky, Director, Strategic Relationships Group, AllianceBerstein
Ken Lassner, Direct Indexing Lead Product Strategist, Northern Trust Asset Management
2:00 PM
| Break |
2:15 PM
| Peer Perspectives & User Panel |
Anup Sharma, Strategic Relationship Management Director, Envestnet
Michael Paley, Chief Operating Officer, Klingman & Associates
Chris Clasen, Chief Operating Officer, Opal Wealth Advisors
Michael Paley, Chief Operating Officer, Klingman & Associates
Chris Clasen, Chief Operating Officer, Opal Wealth Advisors
3:45 PM
Closing Remarks
4:00 PM
Networking Reception
Bar Celona - 10 Hudson Yards, New York, NY 10001
Agenda is subject to change