Julie Cane
POSITION: CEO, Managing Partner, Democracy Investments
LOCATION: San Francisco
EDUCATION: Bachelor of Arts in Communications, University of Virginia; M.B.A., the Anderson School at UCLA
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Devon Drew
POSITION: CEO, AssetLink
LOCATION: New York City
EDUCATION: Business Management from Southern Connecticut State University; Certified Investment Management Analyst designation from the Wharton School of Business
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Olivia Eisinger
POSITION: General Manager of Advisory, Apex Fintech Solutions
LOCATION: New York City
EDUCATION: Bachelor’s in Psychology with a minor in Business, New York University
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Iraklis Kourtidis
POSITION: CEO, Rowboat Advisors
LOCATION: Bryn Mawr, Penn.
EDUCATION: Bachelor of Arts in Computer Science, Harvard University; MSc in Computer Science, University of Miami
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Ritik Malhotra
POSITION: Co-Founder and CEO, Savvy Wealth
LOCATION: New York City
EDUCATION: Bachelor's in Electrical Engineering and Science, University of California, Berkeley
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Carrie Nelson
POSITION: CEO and Founder, Atlas Point LLC
LOCATION: Charlotte, N.C.
EDUCATION: Bachelor of Science in Business Administration and Management, General, UNC Kenan-Flagler Business School
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Anne Rhodes
POSITION: Chief Legal Officer, Wealth.com
LOCATION: San Francisco
EDUCATION: Bachelor of Arts in History from Yale University, J.D. from Columbia Law School
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Christine Simone
POSITION: CEO and Founder, Caribou
LOCATION: San Francisco
EDUCATION: Bachelor of Science in Biology, The University of British Columbia
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Brian Thorp
POSITION: Founder and CEO, Wealthtender
LOCATION: Austin, Texas
EDUCATION: Bachelor of Business Administration in Finance, University of Texas at Austin
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Ryan VanGorder
POSITION: Chief Executive and CFO, Opto Investments
LOCATION: San Francisco
EDUCATION: Bachelor of Arts in Accounting, Fort Lewis College
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