June 10, 2020

The Future of Managed Accounts in the Age of Covid-19 

Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Charles River experts Randy Bullard and Nick Diodati discuss how shifting investor sentiment is accelerating wealth managers' drive toward digitalization and greater portfolio customization for their clients. 

They also explore the role that technology plays in helping managers, sponsors and advisors offer managed wealth products at scale, and the benefits of open platforms and partnerships to facilitate greater flexibility and faster time-to-market for new wealth solutions and services.

Webinar highlights:

• How Covid-19 is shaping investor sentiment, behavior and asset flows
• Agility, resilience and digital disruption: effective strategies for wealth managers and advisors
• Growth opportunities and emerging platform priorities for wealth management firms

The webinar is a 35 minute presentation and discussion followed by Q&A. 

Presenters

Randy Bullard
Global Director, Wealth Management

Randy Bullard leads and oversees the Charles River Wealth Management business including revenue and growth strategy along with client retention efforts across the Americas, EMEA and Asia Pacific regions. Randy will also shape the direction of future product offerings and is responsible for attracting and retaining high-value associates and growing the Wealth Management organization globally, with a heavy focus on client satisfaction. Prior to Charles River, Randy served as General Manager of Wealth Management at SigFig, a global provider of digital wealth management programs to banks and wealth providers, where he was responsible for multiple large-scale digital wealth partnerships across the US and Canada. Before SigFig, Randy founded Placemark Investments, a leading provider of wealth management programs and services for wealth management across the US and Canada. 

Nick Diodati
Director, Wealth Management Product Strategy 

Nick Diodati is responsible for the development of Wealth Management related product strategy at Charles River Development. Nick brings 25+ years of experience working with wealth management organizations, institutional asset managers, family offices, private banks, private client groups, and registered investment advisors to this role with Charles River.

Prior to joining Charles River, Nick was the National Sales Leader for Fiserv Investment Services and spent nearly 20 years with Fidelity Investments in a variety of leadership roles focused on the intermediary / institutional businesses. Nick has held executive roles in Sales, Consulting, Relationship Management, Client Management and Product Management during his career with a heavy focus on delivery of technology based solutions to the wealth management marketplace. Nick holds both a Bachelor of Science degree as well as an M.B.A. from Babson College in Wellesley, MA.