FOX Technology Resource Partner Focus Group - Summitas
Overview
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
About Summitas
Summitas Platform® is revolutionizing engagement within families, family offices, and their advisors by empowering everyone to organize, protect, and share information critical to their digital lives. You will learn about our recent technological innovations, what we plan to do in the future, and how these innovations, automation, or integrations solved real-life challenges for our families.
Agenda
Thursday, June 6, 2024 |
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| All times are listed in U.S. Central time. | |
| 1:30 pm | Welcome and remarks, followed by Q&A |
Speaker(s)
Bill Wyman
President, Family Office Services, Summitas
Bill joined Summitas in 2010 and has nearly 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland. Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.