Envestnet Elevate 2025

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Speakers Agenda

At a glance Full agenda Special events

Knowledge

Speakers

We have an exciting lineup of thought leaders to share, including members of our Executive Team. Stay tuned for further details on our keynote and guest speakers!

Featured keynotes

George W. Bush

43rd President of the United States and Founder of the George W. Bush Presidential Center

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Chris Todd

Chief Executive Officer, Envestnet

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Katty Kay

U.S. Special Correspondent

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Allistair McCaw

Best-selling author

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Dennis Moseley-Williams

Customer Experience Specialist

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Meet our speakers

Christa Ahrens

Managing Director, Head of Managed Solutions, Rockefeller

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Libby Chase

Head, Key Account and Services, Envestnet

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Dana D’Auria, CFA

Co-Chief Investment Officer and Group President, Envestnet Solutions

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Gary Gallagher

Head of Wealth Advisory & Portfolio Solutions, Fidelity Investments

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Catherine Knopf

SVP of Advisory Consulting, Osaic

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Jaime Magyera

Managing Director, Co-Head of U.S. Wealth Advisory, BlackRock

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Allison Bonds Mazza

Senior Managing Director of State Street Global Advisors

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Roger Paradiso

Global Head of Product Solutions, Franklin Templeton

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Andrew Stavaridis

Chief Relationship Officer and Group Head of Wealth Solutions Distribution

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Sharon Watson

Wealth Solutions Strategist, First Command

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Molly Weiss

Group President, Wealth Management Platform

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Blake Wood

Head of Platform Strategy, Envestnet

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Let’s celebrate

Final Night Party is back!

Celebrate with us at Elevate 2025 on Thursday, April 10 with the Final Night Party at The Venetian Pool Deck.

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