Celent's 2017 Innovation and Insight Day: SOLD OUT

Boston, Massachusetts
Tuesday, April 04, 2017

Wealth and Asset Management (WAM) Speakers

David Easthope
Senior Vice President, Securities & Investments

David Easthope is the Senior Vice President of Celent's Securities & Investments practice. His expertise lies in electronic trading, market venues, and market structure. David's research focuses on themes of strategic importance in the capital markets sector, including the evolution of market structure, the development of advanced and algorithmic trading, and innovations in both software and services. His recent consulting work involves advising clients on developing advanced trading platforms and new market venues. He has also advised strategic and private equity investors on innovation and trends to help them make more informed investment decisions in the capital markets arena. David has been widely referenced in the press, including Bloomberg, Financial Times, and CNBC.

Brad Bailey
Research Director, Capital Markets

Brad Bailey is a Research Director with Celent's Securities & Investments practice, and is based in the firm's New York office. He is an expert in electronic trading of equities, foreign exchange derivatives, credit, rates, and futures. His research focus is on emerging technology and trading technology across asset classes. Brad has more than 20 years of Wall Street industry experience in trading, technology, sales, strategy, analysis, and consulting. A noted thought leader, he is quoted in the industry and general press, including: WSJ, Financial Times, Bloomberg Business Week, and Forbes, as well as radio and TV. Prior to Celent, he spent nearly seven years at KCG Holdings (formerly Knight Capital) as the Director of Business Development and Corporate Strategy.

Kelley Byrnes
Analyst, Wealth and Asset Management

Kelley Byrnes is an Analyst with Celent’s Wealth Management practice and is based in the firm’s New York office. Kelley has worked on strategic planning for advisor-facing technology and on fixed income trading desks. Kelley also has experience is sales and partnerships, driving channel strategy, regulation, and technical projects for financial institutions. Prior to joining Celent, Kelley was a director at Barclay Investments. She also held positions at Bank of America Merrill Lynch, as an assistant vice president in the wealth management practice and as an analyst on the fixed income institutional sales desk.

John Dwyer
Senior Analyst, Fintech

John is a Senior Analyst in Celent’s Securities & Investments practice and is based in the firm’s London office. His research focuses on Capital Markets FinTech including: Blockchain/ DLT; RegTech; and evolution of the buy-side and sell-side business models. His thought-leadership regarding Blockchain/ DLT has addressed key areas including: macro/ micro prudential management of the financial system; central bank money; gold; private markets; and the potential to build new value chains/ investable assets. John spent fourteen years in equity capital markets (ECM) within investment banking at Merrill Lynch, Goldman Sachs, and Macquarie Capital. He was Head of Emerging Markets ECM, Macquarie Capital; Natural Resources ECM, Macquarie Capital; and Middle East ECM, Goldman Sachs.

Ashley Globerman
Analyst, Wealth & Asset Management

Ashley Globerman is an Analyst with Celent's Wealth and Asset Management practice and is based in the firm's London office. Her research spans the North American and European wealth management markets with a focus on digital strategies and innovation for the self-directed and retail brokerage segments. Ashley’s research also covers wealth management vendor solutions and customer/generational market segmentation models. Ashley has been quoted in a number of trade publications, including: Yahoo Finance, FTSE Global Markets, IBS intelligence, Chartered Banker, eFinancialNews, Finextra, Private Asset Management (PAM) magazine, and WealthBriefing.com. Prior to joining Celent, Ashley was based in New York and worked for Credit Suisse Asset Management on the institutional sales and consultant coverage teams for North America.

Arin Ray
Analyst, Securities & Investments

Arin Ray is an analyst with Celent's Securities & Investments practice and is based in the firm's New York office. Arin's expertise lies in capital markets where he has extensive research experience in exchange trading, clearing and settlement, brokerages, and use of technology in capital markets. He has published research reports on exchange and over the counter trading, exchange strategies, and adoption of trading technology in different sub-segments of capital markets. Arin has been quoted regularly in the media, including Reuters, Wall Street Journal, Financial Times, Dow Jones, Press Trust of India, Economic Times, Financial Express, Finance Asia, Global Investor Magazine, BusinessWeek, Business Standard, Asian Investor, Pension & Investment, Business Week, and Securities Industry News.

Will Trout
Senior Analyst, Wealth & Asset Management

William Trout is a Senior Analyst in Celent’s Wealth & Asset Management group. His research centers on technology strategy and innovation in the securities, wealth management, and banking industries. He has particular expertise in customer experience, data analytics, segmentation, remote delivery models, and pricing and product design. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team.

Jay Wolstenholme
Senior Analyst, Wealth & Asset Management

Jay Wolstenholme is a Senior Analyst with Celent’s Securities and Investments practice and is based in New York. His research focuses on Investment Services including portfolio management, portfolio accounting, collateral management and all front, middle and back office processes. His professional experience includes, equities, fixed income, commodities and derivatives trading and processing. Jay has over 25 years of experience within Investment Services. Jay is a recognized industry speaker and has been quoted in Institutional Investor, Securities Industry News, Wall Street & Technology, Water’s Technology and other industry periodicals. Prior to joining Celent, Jay was a research director in Gartner’s Banking and Investment Services Group and a research director of Capital Markets at Hewlett Packard.


Contact Information

  • Phone: +1.617.262.3120

    For information on area hotels click here

Payment Instructions

  • Celent clients and the media can attend at no charge. Non-clients can attend for a registration fee of US$795. Non-sponsoring vendor firms are limited to two representatives. Registration will open for Celent Clients on December 1, 2016. Registration will open for the general public on December 15, 2016.

    Sampling of Registered Firms from Previous Years



    Banco Original

    Bank of America

    Capital One

    Che Banca!

    Citizens Bank


    Coast Capital Savings Credit Union

    Community Choice Credit Union

    Credit Suisse



    First Republic Bank

    Grupo Nacional Provincial

    Hanover Insurance

    The Hartford

    Homesite Insurance Group


    IndusInd Bank


    John Hancock

    Kemper Services Group

    Liberty Mutual Insurance

    Lincoln Financial Group




    Radius Bank

    RBC Royal Bank

    Republic Indemnity Company of America

    Safety Insurance


    Savings Bank Life Insurance of Massachusetts


    Sun Life Financial

    TD Bank


    Webster Bank

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