Jaci Stanton, Managing Director at F2 Strategy, facilitated a conversation between three leading women in wealth management technology: Dana Rhodes, Chief Operation Officer at Axtella, Shannon Eusey, CEO of Beacon Pointe Advisors, and Lori Hardwick, Strategic Advisor at Genstar Capital.
Up Next in Conversations with Women in WealthTech
Pt 1 | Serving Women and the Next Generation of Clients
Pt 2 | The Timing of Inorganic Growth or Capital Infusion
Pt 3 | What to Look for in Equity Partner
