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Al Gore, Jack Bogle & Jason Zweig to Headline The MarketCounsel Summit 2018


Faculty for This Year’s MarketCounsel Summit also Includes Michael Durbin of Fidelity Institutional & David Kowach of Wells Fargo Advisors

MarketCounsel announced that Former Vice President of the United States Al Gore, John “Jack” Bogle, Founder and Former Chief Executive of The Vanguard Group, and Jason Zweig, the personal finance columnist for The Wall Street Journal, will join other organizational and thought leaders speaking at this year’s MarketCounsel Summit (#MSUM18), which will take place December 3-6 at the Four Seasons Hotel Las Vegas. 

“As we enter our second decade of hosting The MarketCounsel Summit, we continue to assemble a diverse faculty of influencers and experts to provide insights and empower independent wealth management firms to adapt and grow,” said Brian Hamburger, MarketCounsel’s Founder, President and CEO. “This is our most robust and rigorous program ever, with over 22 hours of intense curriculum and 15 hours of power networking. The

MarketCounsel Summit allows leading independent investment advisers to best position themselves for growth and success in the coming year.”  

The year’s capstone industry conference has been heralded by the financial press among the “elite conferences” in the industry. The MarketCounsel Summit has a longstanding legacy of delivering trending and visionary topics led by a faculty of industry leaders, national headliners, and MarketCounsel’s own staff.  Earlier this week, we confirmed this year’s headliners will be supported by an incredible array of industry faculty, including:

  • Dave Barton, Vice Chairman of Mercer Advisors
  • Sarita Bhagwat, VP, Thought Leadership and Research at Fidelity Investments
  • Phyllis Borzi, Former U.S. Department of Labor
  • Dale Brown, CEO of Financial Services Institute
  • David Canter, EVP, Head of RIA Segment of Fidelity Clearing and Custody
  • Ron Carson, Founder & CEO of Carson Group
  • Eric Clarke, CEO of Orion Advisor Services
  • Louis Diamond, EVP of Diamond Consultants
  • Amit Dogra, CEO of Third Seven Advisors
  • Joe Duran, Founder and CEO of United Capital Financial Partners
  • Michael Durbin, President of Fidelity Institutional
  • Greg Friedman, CEO of Private Ocean
  • Jeff Fuhrman, President of Coastal Bridge Advisors
  • Gabe Garcia, Managing Director of Pershing Advisor Solutions
  • Rich Gill, Partner at Wealth Partners Capital Group
  • Lori Hardwick, Founder and President of AI Labs
  • Aaron Klein, Co-founder and CEO of Riskalyze
  • David Kowach, President of Wells Fargo Advisors
  • Steve Lockshin, Founder and Principal of AdvicePeriod
  • Brian McLaughlin, CEO of Redtail Technology
  • Marilyn Mohrman-Gillis, Executive Director of CFP Board Center for Financial Planning
  • Terrence Mullen, CEO of Truelytics
  • Jim Patrick, EVP of Envestnet
  • Mike Reed, COO of Dakota Wealth Management
  • Knut Rostad, Founder and President of Institute for the Fiduciary Standard
  • Tricia Rothschild, Chief Product Officer of Morningstar
  • Abby Salameh, Chief Marketing Officer of Private Advisor Group
  • David Selig, Founder and CEO of Advice Dynamics Partners
  • Pam Stross, CEO of TruClarity
  • Todd Thomson, Chairman of Dynasty Financial Partners
  • Don Trone, CEO of 3ethos
  • Elliot Weissbluth, CEO of HighTower

To register for The MarketCounsel Summit or learn more, visit us here.

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