Embracing Top Industry Disruptors
Tuesday, June 17
Join an engaging discussion with independent financial services firm executives and advisors from the Atlanta area and beyond, exploring the major disruptors shaping the future of our industry.
From emerging technologies to evolving client expectations, discover how firms are adapting to stay ahead of the curve.
Download the complete agenda.
Don’t miss this opportunity to connect with industry peers, share insights and prepare your firm for the future.
Space is limited for this event. Once capacity is reached, a waitlist will be opened.
Brad Stanger is a seasoned financial services professional with over a decade of experience at BlackRock, where he serves on the Strategic Accounts team within the US Wealth Advisory division. In this role, he collaborates with key wealthtech platform partners to deliver strategic investment solutions and insights, enhancing client relationships and business growth.
Before joining BlackRock in 2013, Brad worked as a consultant at IBM Global Business Services, where he advised financial institutions on strategy and operations. Brad holds an A.B. in Economics with a minor in Finance from Princeton University, graduating magna cum laude. He is also a Chartered Financial Analyst (CFA) charterholder.
Jim Renitsky is the Senior Growth Consultant on the BlackRock Business Consulting (BBC) team within USWA Advisor Engagement.
In his current role, Jim consults with the largest and fastest growing advisory teams/firms across the industry and leads growth related engagements including strategic planning, data driven business analytics and facilitator led study groups. He is a subject matter expert and lead presenter for many of BlackRock’s most popular programs focused on business growth and the client experience.
Jim’s service with BlackRock dates back to 2008, where in his prior role he was a senior partner for BlackRock’s Affinity Partners Group, where he delivered practice management and fiduciary content as well as co-defined program strategy and led internal and external marketing for the group. He started his career with BlackRock as an Investment Management Associate covering Registered Investment Advisor clients. Prior to BlackRock, he was a Financial Advisor with Merrill Lynch.
Jim earned a B.A. in Business and Economics with a minor in Religion from Lafayette College. He holds the Certified Investment Management Analyst (CIMA) designation and the Series 7 and 66 licenses.
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