Contributor
Gavin Spitzner
President of Wealth Consulting Partners.
Gavin Spitzner is the President of Wealth Consulting Partners, a boutique consultancy that advises Financial Institutions on how to leverage technology and best practices in Investment Platforms, Portfolio Management, Goals-Based Advice and Digital Advice. He has over 25 years of experience helping banks, broker dealers and RIA’s overcome complex obstacles standing in the way of accelerated, profitable growth. Gavin has helped dozens of organizations launch or enhance wealth management platform solutions.
- Article
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- Contributing since
- 2019
Latest from Gavin Spitzner
2019 ABA Wealth Management & Trust Conference Recap
A week ago today I touched down in San Francisco for one of the events I look forward to every year (14 years in a row to be exact!)...
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