⏺ LIVE WEBINAR
Introducing Altruist Cash
Date and time
Thursday, May 9th, 2024
10 AM PT / 1PM ET
Advisors can expect a detailed breakdown of our newest product, alongside several key updates and insights on features to come.
What We'll Cover:
- Detailed insights into Altruist Cash
- Live demo walkthrough of key features
- Strategies for positioning Altruist Cash to clients
- Pre-submitted and live Q&A sessions
- Sneak peek into upcoming features and updates
Speakers
Moderator
Steve Kane
Senior Product Marketing Manager
Steve works on the go-to-market team at Altruist, where he helps to bring exciting new features and model portfolios for independent financial advisors to the platform. Prior to Altruist, Steve worked in senior marketing roles at Atom Finance and Vanguard. Steve earned undergraduate and MBA degrees in business and marketing both from Penn State University.
Panelists
Adam Grealish
Head of Investment Products
With a career rooted in financial innovation, Adam Grealish brings a wealth of finance and investing expertise to Altruist. He most recently led Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Prior to that, Adam served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Earlier in his career, Adam was part of the global quantitative equity portfolio management team at New York Life Investments.