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How Millennials Are Disrupting Wealth Management | Citi FinTech Meetup

October 22, 2015 @ 6:30 pm - 9:00 pm EDT


Where: BuildingCo-Logo-Dark | 120 SW 8th St Miami, FL 33130 United States

Millennials are increasingly looking to nonbank startups to help with their day-to-day money management.

Is the same true for wealth management?

How are new entrants reshaping the landscape?

What does the self-serve model mean for the industry and how will wealth managers’ roles evolve?


Join us the conversation at the next Citi FinTech Meetup on October 22nd


Rocco Savage rocco_headshot alta5_logob_1024 Rocco Savage is Co-Founder and VP of Customer Development at alta5. Prior to alta5 he worked with Tony Robbins where he helped pioneer the Business Results Coaching division. He has also served as Director of Enterprise Sales at Nomi and was an early employee at Sencha where he helped build the training and services division. 
Lucilo  Palacio


  1280px-Citigroup.svg Managing Director Citi Private Bank


6:30pm – 7:30pm: Check-in & Networking

7:45 pm: Keynote


Refresh Miami


120 SW 8th Street
Miami, FL 33130 United States
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