Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

Annegret Junker

Annegret Junker

Annegret is an chief software architect at codecentric AG. She has worked in software development for over 30 years. She worked in quite different roles such as product owner, programmer and architect and quite different domains such as automotive and insurance. Especially is she interested in domain driven design, microservices and everything along with it. Especially, she takes care for good and nice APIs.

Annegret is an chief software architect at codecentric AG. She has worked in software development for over 30 years. She worked in quite different roles such as product owner, programmer and architect and quite different domains such as automotive an... Show more

Megan Livadas

Megan Livadas

Power BI fangirl since 2018, leading end-to-end BI implementations across industries including Insurance and Retail. On a mission to help organisations create a Power BI Culture, and drive adoption through proper governance.

Power BI fangirl since 2018, leading end-to-end BI implementations across industries including Insurance and Retail. On a mission to help organisations create a Power BI Culture, and drive adoption through proper governance. Show more

Thiago Dieb

Thiago Dieb

Motivated by entrepreneurship and innovation. Currently positioned as an Agilist and Innovation Consultant, with more than 15 years of experience in the area of Consulting and Agile Project Management. I also worked as a University Professor, Lecturer, collaborating in the main Brazilian public bodies; as well as in the main companies in Portugal.

Master in Computer Engineering and Web Technology and Postgraduate in Software Engineering and Project Management.

Motivated by entrepreneurship and innovation. Currently positioned as an Agilist and Innovation Consultant, with more than 15 years of experience in the area of Consulting and Agile Project Management. I also worked as a University Professor, Lecture... Show more

Ivan Katliarchuk

Ivan Katliarchuk

Engineering Manager at Holland & Barrett, leading an SRE team to ensure platform reliability for ~1,000 engineers. Passionate about Kubernetes and observability, I thrive on understanding systems inside-out. An avid open-source contributor and conference speaker, I enjoy collaborating with like-minded tech enthusiasts to build and share innovative solutions.
I’ve spent a lot of time digging deep into Kubernetes, and I’m all about observability and open source.

Engineering Manager at Holland & Barrett, leading an SRE team to ensure platform reliability for ~1,000 engineers. Passionate about Kubernetes and observability, I thrive on understanding systems inside-out. An avid open-source contributor and confer... Show more

Tiffany Laster

Tiffany Laster

Enthusiastic tech consultant. A master chef of digital strategy. Perpetually curious. Looking to innovate for national and global companies.

Enthusiastic tech consultant. A master chef of digital strategy. Perpetually curious. Looking to innovate for national and global companies. Show more

Fulvio Pascotto

Fulvio Pascotto

Data Architect Tech Lead with over 20 years of experience in IT, co-designer of the Intesa Sanpaolo framework for Flink “SCRAT”. Previously worked as a Solution Architect and Senior developer in the Data Technology Department, where he designed several architectures based on the streaming stack and develop components to leverage the digital transformation.

Data Architect Tech Lead with over 20 years of experience in IT, co-designer of the Intesa Sanpaolo framework for Flink “SCRAT”. Previously worked as a Solution Architect and Senior developer in the Data Technology Department, where he designed sever... Show more

Amandeep Midha

Amandeep Midha

Principal IT Consultant at BEC Financial Technologies, previously Fintech CTO and overall 18 years working and leading engineering teams including Cisco and Huawei. Member of Forbes Tech Council & Public speaker at many Tech events

Principal IT Consultant at BEC Financial Technologies, previously Fintech CTO and overall 18 years working and leading engineering teams including Cisco and Huawei. Member of Forbes Tech Council & Public speaker at many Tech events Show more

Manfred Koch

Manfred Koch

Collaboration expert with focus to Microsoft 365 innovation & governance
Bio:
• Expert in Collaboration with Microsoft 365 at Raiffeisen Informatik supporting Raiffeisen Bank International (10 years).
• Expert for Info Management & Collaboration esp. SharePoint @ Raiffeisen Bank International (8 years)
• Head of IT architecture management @ Raiffeisen Bank International (7 years).
• Head of university of applied sciences for information management in Eisenstadt (5 years).
• Management consultant @ Ernst & Young now Capgemini in Vienna (8 years).

Collaboration expert with focus to Microsoft 365 innovation & governance Bio: • Expert in Collaboration with Microsoft 365 at Raiffeisen Informatik supporting Raiffeisen Bank International (10 years). • Expert for Info Management & Collaboration e... Show more

Denis Lafont-Trevisan

Denis Lafont-Trevisan

Denis Lafont-Lafont is a tech executive and former VC with a focus on open-source in the enterprise world.

Denis Lafont-Lafont is a tech executive and former VC with a focus on open-source in the enterprise world. Show more

Charles-Louis de Maere

Charles-Louis de Maere

Bringing people together is something that lives on through my workshops and training. Whether they take place online or on-premise, I facilitate workshops and learning experiences that focus on high participation, on learning by doing and verifying that the concepts are integrated. I use Live Online Learning Activities to ensure people get a chance to practice their understanding of the new concepts.

What better way is there to give meaning to what we say than to draw to make our thoughts explicit? When we add visual information to what we’re saying, suddenly our intention becomes much more precise, and we can begin to work on shared understanding. This is why I love bringing people in contact with the power of Visual Thinking, of getting back to our roots and using pen and paper to bring people closer together.

Stories are another option for bringing sensitive topics to the surface, which I recently started to explore through my self-development practice, as well as during numerous Around the world in (less than) 80 days workshops throughout the past years!

Bringing people together is something that lives on through my workshops and training. Whether they take place online or on-premise, I facilitate workshops and learning experiences that focus on high participation, on learning by doing and verifying ... Show more

Nassyam Basha

Nassyam Basha

Nassyam Basha is an Oracle ACE Director and a seasoned database and cloud expert with over 15 years of experience in Oracle technologies, engineered systems, and real-time data integration. He has led large-scale database modernization and migration projects across banking, public sector, and healthcare domains, including 100+ TB migrations using Oracle GoldenGate, Data Guard, and Zero Downtime Migration. Nassyam currently focuses on hybrid and multi-cloud architectures, delivering secure, scalable, and high-performance data solutions across Oracle Cloud, Azure, AWS, and GCP. A frequent speaker, author, and community contributor, he is the founder of the Kingdom of Saudi Arabia Oracle User Group (KSAOUG) and is widely recognized for his thought leadership in database strategy and cloud enablement.

Nassyam Basha is an Oracle ACE Director and a seasoned database and cloud expert with over 15 years of experience in Oracle technologies, engineered systems, and real-time data integration. He has led large-scale database modernization and migration ... Show more

Minesh Chande

Minesh Chande

An avid SQL Server DBA, Architect with extensive background in insurance and finance industry

An avid SQL Server DBA, Architect with extensive background in insurance and finance industry Show more

Luis Alfredo Porras Páez

Luis Alfredo Porras Páez

Ingeniero de Sistemas colombiano apasionado por desarrollar soluciones que causen un impacto en la vida cotidiana de las personas. Sus lenguajes de programación favoritos son Ruby y Javascript.

A participado como organizador y como charlista en diferentes eventos realizados en distintas ciudades de Chile y tuvo la oportunidad de participar como conferencista en la JSConf Colombia 2015, con una charla sobre aplicaciones de BitTorrent

Además le encanta el Karaoke y es un cristiano comprometido con su Iglesia.

Ingeniero de Sistemas colombiano apasionado por desarrollar soluciones que causen un impacto en la vida cotidiana de las personas. Sus lenguajes de programación favoritos son Ruby y Javascript. A participado como organizador y como charlista en di... Show more

Robin Rowe

Robin Rowe

Robin Rowe is the CEO of Heroic Robots, founded to create robots that save lives, and CEO of the Baltimore AI research institute Fountain Abode. Architect of MCARE 3D worldwide telemedicine platform, created in collaboration with the United Nations with a $1-million-dollar metaverse grant from Facebook Reality Labs. Winner Novartis Biome innovation prize for disease analysis using AI. Creator of the memory safe TrapC extension to the C programming language (ISO C Committee whitepaper N3423).

Professor Rowe teaches AI Object-Oriented Vibe Programming (OOVP) in C++ at CCBC, the Community College of Baltimore County. Serving 50,000 students annually, CCBC educates more students than Harvard, MIT and Princeton combined. CCBC is the largest workforce education college in the Washington D.C. region, training students working primarily in defense and healthcare. Professor Rowe previously taught computer science at the Naval Postgraduate School (Advanced C++) and at the University of Washington (Intermediate C++).

Former UN ITU Medical Metaverse Task Group chairman, World Health Organization Augmented Reality Group engineering manager, Lenovo ThinkReality augmented reality glasses product design strategist, DreamWorks Animation renderfarm software architect, NBC-TV broadcast news technical director and broadcast engineer, a DARPA principal investigator for AI and a U.S. Navy research scientist.

Created real-time animation software Disney Marvel used to produce digital stunt doubles in Spider-Man Far from Home and Mattel used to animate the hit cartoon series Barbie Vlogger. Created real-time AI crisis detection system integrated into the U.S. national defense system. Created FLIR flight simulator used to test naval aviators. Created communications software for the U.S. traffic control system, national critical infrastructure. Created MPEG video editing system used by Time Warner NY-1 and 100 other TV stations for editing broadcast news.

Robin Rowe is the CEO of Heroic Robots, founded to create robots that save lives, and CEO of the Baltimore AI research institute Fountain Abode. Architect of MCARE 3D worldwide telemedicine platform, created in collaboration with the United Nations w... Show more

Thrushna Matharasi

Thrushna Matharasi

Thrushna Matharasi is a distinguished data engineering and analytics leader based in Frisco, Texas, with over 12 years of industry experience. She has completed the prestigious CORE Program from Harvard Business School and holds a Master’s degree in Engineering from the University of Bridgeport. Thrushna has a proven track record of integrating generative AI and machine learning solutions to solve complex business problems in finance, healthcare, and mobile advertising. At Solera, she leads a 20+ member team of engineers, data analysts, and scientists, driving initiatives that blend advanced analytics with real-time data solutions.
Her previous work at Digital Turbine showcased her expertise in database migrations, AI-driven forecasting, and data lake house architecture, yielding cost reductions and efficiency improvements. She has a keen ability to translate business needs into scalable AI solutions, from automated GDPR compliance models to predictive analytics frameworks. Thrushna’s leadership in cloud ecosystems, streaming technologies, and generative AI highlights her as an innovative force, consistently delivering high-impact, data-driven results and guiding organizations toward data maturity and optimized performance.

Thrushna Matharasi is a distinguished data engineering and analytics leader based in Frisco, Texas, with over 12 years of industry experience. She has completed the prestigious CORE Program from Harvard Business School and holds a Master’s degree in ... Show more

Dr Alan Brown

Dr Alan Brown

Alan is the Chief Technology Officer for Aptitude Global, a specialist Data Solutions provider. Prior to joining Aptitude, Alan has spent over 15 years helping Tier 1 Retail and Investment Banks comply with complex regulation and deliver enterprise scale transformation. Alan created the Graph Technology Centre of Excellence at a large UK Bank and has delivered a number of innovative use cases using Graph Technology in areas such as Data Governance, Fraud and Financial Crime.

Alan is the Chief Technology Officer for Aptitude Global, a specialist Data Solutions provider. Prior to joining Aptitude, Alan has spent over 15 years helping Tier 1 Retail and Investment Banks comply with complex regulation and deliver enterprise s... Show more

Krupa Galiya

Krupa Galiya

PyGirl, A Data Scientist at PatternAI. Having a passion for Learning, Developing, and Researching. With a strong interest in the study of Algorithms, Natural language processing (NLP), Machine Learning, Deep Learning, Statistics, and Data Science. Loves to build AI products and develop Algorithms.

PyGirl, A Data Scientist at PatternAI. Having a passion for Learning, Developing, and Researching. With a strong interest in the study of Algorithms, Natural language processing (NLP), Machine Learning, Deep Learning, Statistics, and Data Science. Lo... Show more

Dy Edington

Dy Edington

Dy is the Director of Information Security for BlueHalo, a defense contractor in Albuquerque, NM. She has spent the last four years supporting the company’s CMMC program, leading the enterprise to a successful CMMC Level 2 third-party assessment this year. The last two and a half years she has overseen the development of a proactive cybersecurity program focused on compliance integrations for mergers & acquisitions. She has a Master of Science in Information Technology Management, and is a CMMC Certified Practitioner (CCP).

Dy is the Director of Information Security for BlueHalo, a defense contractor in Albuquerque, NM. She has spent the last four years supporting the company’s CMMC program, leading the enterprise to a successful CMMC Level 2 third-party assessment this... Show more

Nawazpasha Shaik

Nawazpasha Shaik

As a Senior Cloud Architect at Humana, I leverage my expertise in Kubernetes, Public Key Infrastructure (PKI), ISTIO service mesh, TLS Protect to design and manage secure and scalable cloud solutions. My passion for technology and innovation drives me to stay ahead of the curve and explore new tools and methodologies. I am certified as a Scrum Master, AWS Solution Architect Associate, Microsoft Certified Solutions Developer - App Builder, Kubeastronut , active member of SIEEE,IAEME and kubernetes ceritified CKA, CKS and CKAD
Kubeastronut CNCF Link - https://www.cncf.io/training/kubestronaut/?_sft_lf-country=us&p=nawazpasha-shaik

In the fast-paced digital age, I emerge as a visionary leader in cloud computing, infrastructure transformation, and cybersecurity. With over 17 years of experience, I have redefined enterprise cloud strategies at top-tier organizations like Humana Inc., leading high-impact initiatives in Kubernetes, Multi-Cloud management, and cloud-native security frameworks. I blend of deep technical mastery and forward-thinking leadership has left an indelible mark on the cloud industry, inspiring countless professionals.

Originally from India, I built my career on a strong academic base. I hold a Bachelor of Computer Sciences and a Master of Computer Applications from Kakatiya University, where I cultivated core skills in programming, system architecture, and design thinking. I have since pursued numerous high-level certifications, establishing his authority in cloud and DevOps domains.

Among many credentials, one stands out as a rare and prestigious distinction: I am a certified Kubestronaut, a title earned by only 150 professionals across the USA. Kubestronaut is a recognition issued by the Cloud Native Computing Foundation (CNCF), reflecting elite-level Kubernetes mastery and commitment to cloud-native excellence. This exclusive honor places Nawazpasha among the most elite cloud technologists globally, demonstrating both depth and breadth in cloud-native innovations.

Technical Certifications Include:
• Certified Kubernetes Administrator (CKA)
• Certified Kubernetes Application Developer (CKAD)
• Certified Kubernetes Security Specialist (CKS)
• Kubernetes and Cloud Native Security Associate (KCSA)
• Kubernetes and Cloud Native Associate (KCNA)
• Microsoft Certified Solutions Developer (MCSD)
• Certified Scrum Master (Scrum Alliance)
• Architecting Microsoft Azure Solutions
• Microsoft Certified Solutions Associate (MCSA)

These certifications reflect not just breadth but depth across cloud platforms, DevOps, security, and agile methodologies. my multi-dimensional expertise enables to integrate security, scalability, and performance into every cloud architecture I designs.

I began my journey with firms such as Felix Infomatix and Zyion Web Pvt Ltd, mastering .NET, SQL Server, and application security. His career accelerated at Saggezza Inc, whereas Technical Manager, he led critical projects in cloud migration, AKS (Azure Kubernetes Service) adoption, and DevOps automation using Azure DevOps and Docker.
Today, at Humana Inc., Nawazpasha serves as a Senior Cloud Architect, where he designs and manages complex Kubernetes clusters, implements Istio-based service meshes, and pioneers zero-trust security architectures. He leverages tools like Terraform, GitHub Actions, and CI/CD pipelines to build scalable, secure, and high-performance cloud systems capable of supporting millions of transactions.

My contributions to internal training, certifications, and knowledge-sharing forums help groom future-ready engineers and keep enterprise teams aligned with best practices. I mentored dozens of engineers who have gone on to become leaders themselves, magnifying his impact across the tech industry.

My commitment to shaping the future of cloud computing remains unwavering. Through a powerful combination of technical innovation, leadership, and mentorship, I am not only navigating the digital era—he is building it, influencing the next generation of enterprise cloud strategies worldwide.

As a Senior Cloud Architect at Humana, I leverage my expertise in Kubernetes, Public Key Infrastructure (PKI), ISTIO service mesh, TLS Protect to design and manage secure and scalable cloud solutions. My passion for technology and innovation drives m... Show more

Bud Haslett, CFA

Bud Haslett, CFA

Bud Haslett, CFA, has over 40 years of investment experience specializing in risk management, derivatives and trading. He obtained the CFA charter and Financial Risk Manager (FRM) designation and was awarded an MBA from Drexel University and a Master of Liberal Arts from the University of Pennsylvania. In addition to his work responsibilities, he is developing a framework for investing in NFTs.

Bud Haslett, CFA, has over 40 years of investment experience specializing in risk management, derivatives and trading. He obtained the CFA charter and Financial Risk Manager (FRM) designation and was awarded an MBA from Drexel University and a Master... Show more

Mihir Vora

Mihir Vora

Mihir is a Sr. Distinguished Engineer at Capital One with a passion for empowering teams and driving innovation. Mihir successfully led multiple projects that drive digital transformation and enhance customer experience over the years. Mihir has successfully balanced technical contributions with strategic leadership. With over 15 years of experience in cloud engineering, DevOps, and full-stack development, he has been instrumental in transforming banking through technology.

Mihir is a Sr. Distinguished Engineer at Capital One with a passion for empowering teams and driving innovation. Mihir successfully led multiple projects that drive digital transformation and enhance customer experience over the years. Mihir has succ... Show more

Saisuman Singamsetty

Saisuman Singamsetty

Saisuman Singamsetty is a Data Management Specialist with over a decade of experience driving transformative solutions in AI, IoT security, blockchain, and predictive analytics. Renowned for innovation, Saisuman pioneered Blockchain-enabled Federated Q-Reinforcement Learning for secure IoT data exchange and developed a privacy-preserving federated learning model, significantly advancing the fields of AI and data security.

Saisuman Singamsetty is a Data Management Specialist with over a decade of experience driving transformative solutions in AI, IoT security, blockchain, and predictive analytics. Renowned for innovation, Saisuman pioneered Blockchain-enabled Federated... Show more

Shaza Al-Haddad

Shaza Al-Haddad

I don’t just talk about cyber. I talk about what it means to build, break and question it.

From security engineering and infrastructure to negotiation, diversity and the quiet politics of saying "no", I bring energy, clarity and just enough chaos to keep people leaning in.

I’ve worked across development, engineering, SOC and consulting in sectors like government, finance, education and tech services. I’ve delivered systems, created training, and explored the human edges of tech through my own cybersecurity research. My talks span a variety of topics including cloud security, threat modelling, engineering culture, inclusion, career resilience and more.

I’ve represented and spoken at multiple tech events including BSides London, Capslock and women-in-tech events. I regularly give back by speaking at universities and high schools, helping others find their feet in the industry and see themselves in spaces they didn’t think were built for them.

Whether it’s a sharp 20-minute idea or a deeper hour-long dive, I’m here for talks that connect, challenge and leave something behind.

I don’t just talk about cyber. I talk about what it means to build, break and question it. From security engineering and infrastructure to negotiation, diversity and the quiet politics of saying "no", I bring energy, clarity and just enough chaos ... Show more

Aleksandr Charcikov

Aleksandr Charcikov

Aleksandr Charcikov is a Senior Solutions Advisor at Rocket Software working with IBM OMEGAMONs and IBM CICS PA for z/OS products. Before joining Rocket Software, Aleksandr worked for one of UK’s top banks, specializing in CICS for z/OS, DevOps for z/OS, and Modernisation on Mainframe Platform. Aleksandr has more than 10 years of experience with CICS for z/OS and CICS PA for z/OS and has experience with Mainframe applications in the insurance, banking, and retail industries.

Aleksandr Charcikov is a Senior Solutions Advisor at Rocket Software working with IBM OMEGAMONs and IBM CICS PA for z/OS products. Before joining Rocket Software, Aleksandr worked for one of UK’s top banks, specializing in CICS for z/OS, DevOps for z... Show more

Eric Kleiner

Eric Kleiner

Eric Kleiner, a financial advisor, has devoted much of his life to making a difference in his community. His leadership in Tenafly Youth Basketball has helped the organization grow significantly, now serving over 500 children. He has also been involved in the "Play Fore the Kids" Golf Classic, co-chairing the event for six years. This event raises funds for children with special needs, particularly those with autism, and Eric’s involvement has contributed significantly to improving the lives of many families.

Along with his work in youth sports, Kleiner has been an active supporter of several local organizations. His work with the Kaplen Jewish Community Center has been vital in sustaining programs that provide critical services for children, families, and seniors. He has also supported the Jewish Federation of Northern New Jersey, helping to fund initiatives that benefit local communities. His involvement with the Diabetes Research Institute Foundation further showcases his commitment to improving public health, as he has been a part of efforts to fund diabetes research and advance treatment options.

One of Eric’s most rewarding projects has been his work with the Challenger Program within Tenafly Youth Basketball. This program allows children with special needs to participate in basketball, helping them build confidence, learn teamwork, and experience the benefits of sports. His advocacy for this program has made it a vital part of the community, allowing children with special needs to gain life skills through participation in organized sports.

Outside of his charitable endeavors, he enjoys attending live music events, where he can connect with others and experience the joy that music brings. However, his greatest priority remains his family, who have supported him throughout his career. Eric Kleiner continues to inspire others with his dedication to community service, philanthropy, and family, and he remains committed to making a lasting impact on the lives of those around him.

Eric Kleiner, a financial advisor, has devoted much of his life to making a difference in his community. His leadership in Tenafly Youth Basketball has helped the organization grow significantly, now serving over 500 children. He has also been involv... Show more

Stacey Rudoy

Stacey Rudoy

Experienced Business Intelligence Solutions Architect and Administrator with a demonstrated history of working in regulated industries. Passionate about creating success by being a Technologist who partners and collaborates with Business while educating the need for data governance. My journey includes all aspects of the tool I am responsible for, i.e. presenting content at community events, retraining and working with users at all skill levels, along with the technical side of applications and administration, and navigating internal approval processes and auditing.

Experienced Business Intelligence Solutions Architect and Administrator with a demonstrated history of working in regulated industries. Passionate about creating success by being a Technologist who partners and collaborates with Business while educat... Show more

Daniel Clement

Daniel Clement

Cloud DevOps Engineer with years of experience in AWS cloud meticulously developing robust applications and architectures. I have a strong interest in developing scalable and highly secure technologies. My area of expertise is in designing and developing systems that meet standards in their ability for continuous delivery and meet compliance.

Cloud DevOps Engineer with years of experience in AWS cloud meticulously developing robust applications and architectures. I have a strong interest in developing scalable and highly secure technologies. My area of expertise is in designing and develo... Show more

Pallavi Thukral

Pallavi Thukral

Pallavi Thukral is a Software Engineer 2 at UKG (Ultimate Kronos Group) and a passionate builder of innovative, scalable systems. With a background that spans high-impact roles—including at BNY (Bank of New York) —Pallavi brings deep technical insight to complex challenges. Her academic brilliance was nationally recognized when she received the Gold Medal from the President of India, Droupadi Murmu, for topping her BTech program. Beyond the code, Pallavi is a global tech voice known for making complex ideas click. She blends real-world experience with a knack for storytelling, empowering developers to explore emerging technologies. Pallavi is driven by curiosity, clarity, and a commitment to elevate the craft of software engineering.

Pallavi Thukral is a Software Engineer 2 at UKG (Ultimate Kronos Group) and a passionate builder of innovative, scalable systems. With a background that spans high-impact roles—including at BNY (Bank of New York) —Pallavi brings deep technical insigh... Show more

Sabrina Kynast

Sabrina Kynast

I earned my B.Sc. in Games Engineering from the TUM. Following this, I pursued my master’s degree in the elite graduate "Software Engineering" program. My interest in teaching and sharing knowledge resulted in working as a teaching assistant during both my bachelor and master studies for several different courses and culminated in being responsible for the practical section of TUM's Introduction to Computer Science course with over 1000 participants.

Upon completing my studies, I joined the fintech scale-up QPLIX as a Senior Software Engineer. In this role, I focus on continuously improving the performance of our algorithms and leading the internal Developers Academy, which aims to upskill our software developers and engineers.

In 2024 I did my first talk at a conference, talking about the challenges and opportunities working as an openly trans woman in a very male dominated sector.

I earned my B.Sc. in Games Engineering from the TUM. Following this, I pursued my master’s degree in the elite graduate "Software Engineering" program. My interest in teaching and sharing knowledge resulted in working as a teaching assistant during b... Show more

Richard Ceffalio Jr.

Richard Ceffalio Jr.

Richard Ceffalio Jr. is a financial advisor with over 30 years of experience in wealth management and financial planning. As the founder of Providence Private Wealth, he established a firm focused on delivering tailored financial solutions, which later merged with Midwest Wealth Management in 2023. Now overseeing $800 million in assets, he has consistently ranked among the industry's top 10% of financial advisors. His leadership and expertise have been recognized through numerous accolades, including the Outstanding Achievement in Leadership award from Dreams for Kids.

Born on June 19, 1972, into an Italian-American family in Chicago, Illinois, Rich Ceffalio was raised strongly committed to hard work and integrity. He attended Notre Dame High School in Niles, Illinois, where he actively participated in academic and extracurricular activities. His passion for finance led him to DePaul University, where he majored in Finance and minored in Economics. This educational foundation provided the knowledge and skills necessary for a long and successful career in financial services.

After completing his studies, he entered the financial industry and quickly developed a passion for helping individuals and families achieve financial security. Richard's approach is centered on understanding each client’s specific needs and creating customized strategies to meet their goals. His dedication to transparency and client-focused service has led to long-term relationships built on trust and reliability.

In 2019, he founded Providence Private Wealth to offer specialized financial services that cater to individual client needs. The firm’s strong reputation for excellence led to its strategic merger with Midwest Wealth Management in 2023, expanding its reach while focusing on personalized financial guidance. Now managing $800 million in assets, he prioritizes financial security and long-term success for his clients.

His accomplishments extend beyond financial advising. Rich Ceffalio was honored with the Outstanding Achievement in Leadership Award from Dreams for Kids, recognizing his leadership and community service contributions. His philanthropic work includes serving on the boards of the National Kidney Foundation and the Columbian Club of Chicago, where he has supported health initiatives and local community efforts.

His expertise has also been recognized nationally. In 2022, he was named in Forbes' Best in State list, highlighting his ranking among the country’s top financial advisors. Additionally, from 2020 to 2023, he received the Chairman’s Club honor, acknowledging his consistently high financial planning performance. His contributions to charitable organizations have also been recognized in interviews with Catholic Charities, further emphasizing his dedication to giving back to the community.

Rich Ceffalio supports various charitable organizations outside his professional responsibilities, including Elevate Life Church, Toys for Tots, and the National Kidney Foundation. His community involvement includes food pantry initiatives, Thanksgiving meal programs for people experiencing homelessness, and disaster relief efforts for California fire victims. He has also supported Champions in Christ, a nonprofit that assists individuals with special needs.

Richard Allen Ceffalio, Jr resides in Illinois with his wife and three children. His oldest son has joined him in the financial sector, continuing the family’s legacy in wealth management. Outside work, he enjoys an active lifestyle, participating in marathons and Ironman competitions, weight training and CrossFit, and spending time outdoors boating and fishing. He also has a passion for playing pickleball and driving sports cars. His family frequently travels, with Long Beach being one of their favorite destinations. Through his commitment to financial advising, philanthropy, and personal growth, he continues to make a meaningful impact in both his professional and personal life.

Richard Ceffalio Jr. is a financial advisor with over 30 years of experience in wealth management and financial planning. As the founder of Providence Private Wealth, he established a firm focused on delivering tailored financial solutions, which lat... Show more

Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers.

Join Speakers Directory

Join our Speakers Directory today and amplify your reach! Showcase your expertise to a global audience hungry for your insights. Let your voice be heard!

Create Profile