OUR MISSION
WealthTransformed is an initiative founded on connecting like-minded individuals who believe in the use of design, technology, and data to greatly transform our experience, for the better, in personal financial management. WealthTransformed blog posts are meant to capture industry leaders, digital transformers, and individual investors/savers’ “unfiltered” and “unbadged” points of view on how we can accelerate this customer centric revolution. We feel that by helping outline the incredible opportunities and challenges that exist within our industry around personal financial management, we will enable financial services institutions and technology disrupters to accelerate our transformation towards a better tomorrow where both the millionaires and the regular Joes will find our relation to money less daunting, more manageable, and ultimately far more enriching than our experience today.
CREW
ROGER HU
Roger Hu is a digital transformation leader who focuses on helping financial services institutions initiate and execute on client centric business and platform transformations. He is a Managing Partner at Gartner Consulting and founder of WealthTransformed. He has held leadership roles at Accenture and IBM Global Business Services and led transformative programs in industry at Morgan Stanley. Roger holds an MBA from NYU Stern and an AB in Economics from Amherst College. LinkedIn: linkedin.com/in/roger-hu
CONTRIBUTORS
DARREN DUFFY
Darren Duffy is a fintech advisor who specializes in the wealth and investment management sectors. He serves on the advisory boards of ForwardLane, Inc. and the Digital Innovation program at Brandeis University. He has help leadership roles at Refinitiv, Thomson Reuters, Lipper and Capital Access International. Darren holds an MBA from NYU’s Stern School of Business and completed the Securities Industry Institute at the University of Pennsylvania’s Wharton School. LinkedIn: linkedin.com/in/darrentduffy Twitter:@darrenxduffy
