Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
An Elastic Infrastructure
TopTier Advisors
Multi-Family Office Execs
Insurance & Investment Pros
Retirement and Estate Planners
Wealth Managers
Attorneys and CPAs
RIAs • RRs • OSJs
Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Bridge Your Wealth Planning GAPs
One Grand Cypress Blvd., Orlando, FL 32836
Launch Pad Reception:
5:00 - 7:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Lunch: 12:00 - 1:00
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Lunch: 12:00 - 1:00
Conclusion
"Add new wealth advisory ingredients to your products, tech stack and services mixing bowl"
Transform Into A New Wealth Management Dimension - Wealth Engineering
Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success
Fuse advanced knowledge, services, products and wealth tech with sound engineering principles
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
High-Touch Wealth Advisory Hub Synched With High-Touch Wealth Tech
The Platform's elastic infrastructure accommodates
family net worth's from $5 Million to $5 Billion
High-Touch Wealth Advisory Harmonized
With High-Touch Wealthtech
"Recalibrate your practice ecosystem
to enhance success"
407-878-3520
Nick@MyWEHub.com
MyWEHub.com
Mailing Address:
265 Terracina Drive
Sanford, FL 32771
National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida
Eugene is a co-founder and CEO of Holistico Investment LLC. He
specializes in quantitative investment research and portfolio
management. Eugene is also a co-founder of Signet Financial Management
lLC - a billion dollar advisory firm recently named in the top
100 advisory firms in the USA by CNBC. He is a CFA® Charter holder and
is a member of the CFA Society of Washington DC. Eugene has over 20
years’ experience in the investment industry.
Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000.
Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years.
She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years. She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.
When she’s not doing CEO/Principal Consultant/Co-Founder things, Verity likes to spend time with family, including seven nieces and nephews and two great-nephews, in multiple states around the U.S. On rare occasions, she’ll hike around the Oregon Coast, Central Oregon, and other places throughout the Pacific Northwest.
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
Doug is an Electrical Engineer and a licensed Journeyman Electrician with more than 10 years of experience in electrical systems design and construction. He has been with BDO since 2003 and has successfully completed over 1,000 federal cost segregation studies.
Doug has worked with clients in a wide variety of industries, including retail, manufacturing, financial services, medical, residential, construction services, technology, distribution, and real estate by performing cost segregation studies on newly constructed, existing, and acquired facilities to increase cash flow through accelerated depreciation of construction costs and identification of all allowable tax credits. He is part of BDO’s Green Energy Tax Services team and also leverages his experience as an Electrical Engineer to perform sales tax utility studies.
Doug has worked as an Electrical Engineer for a large consulting architectural and engineering firm. His responsibilities included design of electrical systems for commercial, industrial, wastewater plants, medical, and residential facilities, as well as construction observation on many types of projects.
Doug served in the United States Air Force for four years of active duty and eight years in the Air Force Reserves. He was deployed to Saudi Arabia and served in the Persian Gulf War. Doug continues to serve his community on his local township Planning Commission as Vice-Chair, as well as being a member of the Zoning Board of Appeals.
Nathan (Nate) started as a Marketing Contractor handling some of Versoft’s marketing efforts part-time in 2021. He officially joined Versoft as Marketing Manager in 2022. In this role, Nate oversees all marketing activities and initiatives and his responsibilities have grown into sales as well.
After graduating from Ohio University with a BA in Communications and a Business Minor, he spent time in the restaurant industry as a bartender while working as a marketing consultant for multiple businesses on the side.
Nate loves the opportunity to build fruitful relationships both personally and professionally. He strives to educate and engage peers about Versoft’s brand, mission, and purpose by crafting memorable content.
When Nate isn’t on the clock, he enjoys sports, craft beer, traveling with family, and talking stocks to anyone that will listen.
Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial outcomes for their clients while boosting the engagement with them.
Experienced Business Development and Strategic Partnerships leader with a demonstrated history of building an ecosystem of partners and strategic alliances from the ground up. Educated in Business and raised in a startup, my skills range from corporate strategy to senior client engagement.
Dmitry Grudzinskiy is a technology executive, entrepreneur, and co-founder of Holistico, an AI-powered full investment cycle co-pilot. With over 15 years of experience leading large-scale software organizations, he has built and scaled engineering teams across biotech, fintech, and digital transformation domains. Before founding Holistico, Dmitry served as Senior Vice President of Software Engineering at Natera, where he led a 400+ person organization developing genomics, AI, and laboratory systems. He also advises startups through Tau Ventures VC and partners with Orion Innovation to help enterprises modernize their technology.
Bio coming soon
As Director of Business Development at Convexitas Will is responsible for leading sales and marketing efforts, primarily focused on developing new advisor and platform relationships. Prior to Convexitas, Will spent 7 years at Performance Trust Capital Partners marketing interest rate derivative solutions, fixed income products and balance sheet strategies to regional banks.
Will holds a Bachelors of Science in Finance from Miami University. Growing up in the Chicago Suburbs, Will currently lives in Chicago with his wife.
Devin is the CEO and co-founder of Convexitas, an investment manager
dedicated to delivering high performance derivative overlays for
families and institutions. Devin is responsible for firm governance,
compliance, business development, and technology.
Before Convexitas, he was at Deutsche Bank for 15 years where he most
recently was Managing Director and Head of Solutions in the Americas
leading the structuring and sales teams which designed and distributed
the risk premia, retail structured product, and
the fund derivative businesses. His Deutsche Bank experience also
includes covering institutional clients for listed options and OTC
derivatives. Prior to the financial services industry, Devin had a
previous career in technology where he held both engineering
and sales roles at two early stage internet service & datacenter
hosting providers, and former search engine Lycos. He holds a Bachelor
of Finance from the University of Pittsburgh and an MBA from Carnegie
Mellon, where he also guest lectures on options and
option market micro-structure. A native of Pittsburgh, Devin now lives
in southern Connecticut with his wife and two children.
Andrea is the co-founder and CEO of Tamarix Technologies; a platform redefining how LPs monitor and manage private market portfolios through AI-native agent infrastructure. Before launching Tamarix, Andrea spent 8 years at Pantheon - a private markets investor with $93bn assets under management - where he led the research team. Andrea completed a Finance PhD at Imperial College covering a range of asset pricing and monetary policy topics. He also holds a MSc in Financial Engineering from Imperial College and a BS in Economics from Bocconi.
I am the founding head of product at Sofistic.AI, a technology startup shaping a new generation of Wealth Management software for Investment Advisors. Taking the founder's vision, I lead the product definition of the company to a fully product-ready stage within an 8 months timeframe, creating a product that users love, rely on and use to provide best-in-class advices to their clients. Prior to joining Sofistic.AI, I have been a Manager in financial services consulting at EY in New York City. Part of the IT strategy & transformation group, I lead complex IT transformations, business performance management, business process improvement for CIO/CTOs of leading Financial institutions in the US and Canada.
As Convexitas’ co-founder and CIO, Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.
Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.
Outside of work, The YWCA Chicago mission resonates with Zed and he assists in their continued success by participating in the Impact Investing Advisory Council. He holds a Bachelor of Science from Cornell University. A native of Chicago, Zed lives in his hometown with his wife and two daughters.
Patrick Hunt joined Smartria as CEO in November 2023. Hunt is a seasoned technology executive and serial entrepreneur who brings a wealth of experience in strategy, product, go-to-market, and operations to Smartria. Previously, he served in several executive roles with Lirio, a healthtech company pioneering objective-driven AI for consumer behavior change. Lirio acquired Hunt’s company Fiveworx, a consumer engagement platform for the energy sector. Hunt also has prior experience in fintech, consumer software, e-commerce, and a variety of other industries.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.
Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.
Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
Using his management experience, Kyle heads up all of the operations of the various entities that make up our Wealth Engineering Family of Companies. He has held management positions with UPS, Lowes and The Bank of New York Mellon. In addition, Kyle, his father and several other entrepreneurial philanthropists foundered Give Back Nation, a non-profit organization, which functions as a national community foundation that serves other non-profits on a concierge services basis as well as giving Americans and their causes nationally. Kyle received his bachelors degree in Business Management from the University of Central Florida. Kyle is also CEO of Give Back Nation and is a member of The Charitable Capital Advisory Council.
As the visionary CEO and Founder of CyFlare, Joe Morin is the driving force propelling CyFlare’s commitment to delivering unparalleled cybersecurity solutions. Joe’s extensive journey encompasses a dynamic range of accomplishments across various sectors. His mastery in conceiving and establishing prosperous businesses and his profound leadership roles in professional services, pre-sales engineering, technical support, channel programs, global alliances, and partner enablement solidifies him as a formidable asset to their team.
With a rich history of collaboration with prestigious Silicon Valley enterprises, including SurfControl, Websense, Zscaler, Forcepoint, Barracuda Networks, and Comodo, Joe’s expertise fuels our mission to expand the CyFlare ONE platform. He is instrumental in crafting a world-class SOC operations framework and propelling growth through our groundbreaking Channel Partner Program and strategic alliances.
