Sylvia is the Chief Investment Officer at Ellevest, a technology-enabled financial services company built by women, for women. In this role, she is responsible for creating the investment solutions, strategies, portfolios, and proprietary algorithms that drive Ellevest’s investment recommendations across both automated digital and customized private wealth advisory services. She guides the firm’s investment philosophy and leads the development and due diligence of Ellevest’s impact and gender forward investments.

Jeff Masom is Head of U.S. Distribution for Franklin Templeton, overseeing U.S. Retail and U.S. Institutional, including U.S. Marketing and Product Strategy.

Thomas Morrison is a Senior Managing Director in the Private Wealth Solutions Group. Mr. Morrison focuses on senior relationships with private wealth investment firms, and strategic initiatives focused on expanding access with new products, geographies, model portfolios, co-investments and capital markets. Previously at Blackstone, Mr. Morrison led the firm’s Equity Capital Markets effort within Blackstone Capital Markets across all of our investment businesses globally.

Mr. Reeder joined Sixth Street in May 2023 as a Managing Director in the New York office. Mr. Reeder leads Sixth Street’s wealth business. Prior to Sixth Street, Mr. Reeder was a Managing Director at BlackRock where he most recently led it’s US Wealth Advisory alternative investment business. Mr. Reeder began his career at Capital Group Companies serving in capacities across its institutional client business and American Funds. Mr. Reeder received a BA from Davidson College and an MBA from Fordham University.

Chris Tarui joined T Rowe Price in 2021 and leads global alternatives distribution for the firm. Chris brings 18 years of experience in the investment management industry, most recently as an Executive Vice President at PIMCO where he focused on alternatives and multi-asset solutions. Prior to PIMCO, Chris held senior roles at both Bridgewater Associates and KKR. Chris earned his BS from Pepperdine University’s Seaver College and his MBA from the University of Southern California’s Marshall School of Business. 

Anna Snider is a Managing Director and Head of Due Diligence for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she leads the Due Diligence team and is responsible for manager research and implementation guidance across all asset classes supporting Bank of America Private Bank and Merrill. She is a voting member of the Global Wealth & Investment Management Investment Strategy Committee (GWIM ISC), which sets asset allocation guidance.

Francis (Fran) Kinniry is a senior investment executive at The Vanguard Group with a history of initiating and leading investment startups. Fran is currently the head of the Investment Advisory Research Center within Vanguard’s Financial Advisor Services department. The research center, launched in 2022, creates investment research and partners with the investment advisory community to continue the rapid diffusion of best-in- class investment, wealth management, and behavioral-coaching techniques.

As both a wealth management practitioner and an investment-industry thought leader, Phil Huber, CFA, CFP®, is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.