Tag: Financial Technology
Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

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Summary:

In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California.

Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI.

We cover:

  • What makes Orion Ascent unique and the beauty of real-time collaboration
  • The major inflection point advisor technology is facing today 
  • Centering human connection in building an AI strategy 
  • How advisors can use AI to create deeper, more powerful client relationships 
  • Reed’s personal passions and love of the outdoors
  • …and much more!

Don’t miss this conversation on how technology and human connection are coming together to shape the future of advice.

Topics:

(0:27) Welcome to this special episode of PRess Play, live from Orion Ascent

(0:42) Sunny San Diego

(1:32) Reed’s 20+ year career in wealth technology

(1:57) Building Black Diamond

(2:27) Summit’s growth and eventual merger with Orion

(3:12) An almost baseball player turned wealthtech innovator

(3:57) What makes Orion Ascent unique as an event?

(4:02) The opportunity to collaborate in real time

(4:47) How Orion is building real community

(5:27) Understanding what drives value for financial advisors

(5:52) Listening to clients in order to empower them

(6:22) A major inflection point in the technology revolution and future of financial advice

(6:32) “A little thing called AI”

(6:47) How advisors can use AI to create deeper and more powerful relationships with clients

(7:27) Focus on the human connection and lean into that as a strategy

(7:57) “If you’re not already using AI, start using it”

(8:15) Orion’s enterprise level Denali AI

(8:35) AI is a very supportive companion, sometimes too supportive

(9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform

(10:12) Creating the right structure and compliance around data

(10:47) Human-first, AI-powered

(10:59) Time for our play segment!

(11:07) What Reed would be doing right now if he wasn’t at Orion

(11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors

(12:46) Moment of gratitude

(13:47) There’s three versions of every scenario, your version, someone else’s version and the real version

 

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About our Guest: 

Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team.

Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent

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From Connecticut Cabin to CIO with Jen Wing (Ep. 21)

From Connecticut Cabin to CIO with Jen Wing (Ep. 21)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management. 

Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services.

She discusses:

  • her path from JP Morgan to GeoWealth, including her early challenges and breakthroughs
  • her passion for empowering women in financial services
  • the significance of private and semi-private alternatives in portfolio strategy
  • GeoWealth’s groundbreaking partnerships with BlackRock and Goldman Sachs
  • strategies for balancing family, career and giving back
  • …and more!

Discover how Jen’s dedication to innovation and inclusion is shaping GeoWealth’s next chapter.

Topics:

  • (0:54) Meet Jen Wing
  • (2:38) What’s for lunch? (or breakfast)
  • (3:12) The perfect hard-boiled egg 
  • (6:21) Growing up in Connecticut
  • (7:07) Money does buy happiness…to an extent
  • (7:55) Starting at J.P. Morgan Private Bank in 2008
  • (9:11) Building the robo advisor at J.P. Morgan
  • (9:58) The move to GeoWealth
  • (10:13) The intersection of technology and finance
  • (11:20) Experience growing up in a log cabin and its influence
  • (13:20) Penn State vs. West Virginia
  • (17:21) The shift from model portfolios to ETFs
  • (19:00) Meeting and learning from Jamie Dimon at J.P. Morgan
  • (21:14) GeoWealth’s partnerships with BlackRock and Goldman Sachs Asset Management
  • (22:16) What is a turnkey asset management program (TAMP)?
  • (25:20) Custom model portfolios at scale
  • (27:36) A rising tide lifts all boats
  • (28:15) Why alternatives matter in portfolio management
  • (29:20) Private companies versus public companies 
  • (30:14) Discussion on private equity and semi-private alternatives
  • (33:05) “I’ve never been so excited for something in my career”
  • (35:30) GeoWealth’s unique workplace culture, including its trend of hiring former professional athletes
  • (37:27) Importance of supporting women in financial services
  • (39:00) Promoting women in leadership and the importance of structural change post-pandemic
  • (41:46) Now is the time to promote women 
  • (44:25) Time for our Play segment!
  • (46:52) Moment of gratitude: mentors and female-led RIAs

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About our Guest: 

Jen Wing is the chief investment officer and head of investment solutions at turnkey asset management platform GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.

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Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

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Ever wondered how a seasoned yacht expert makes the transition to become a trailblazing tech innovator in the world of estate planning? It’s a riveting story that unfolds in our latest episode, where we dive into the intriguing career of Tim White, chief partnership officer and co-founder of wealth.com.

Tim walks us through his dramatic career shift and the unique skills that powered his evolution. He also sheds light on the genesis of the wealth.com team and how their platform is changing the game for advisors incorporating estate planning technology into their practices. Finally, Tim explores the personal passions that drive his remarkable success and his unmatched enthusiasm for life.

This is just the tip of the iceberg—there’s much more to uncover in this episode filled with stories, expertise, and a glimpse into the ever-evolving world of tech and wealth management. Don’t miss out on this opportunity to gain insights, be inspired, and navigate the intriguing intersection of luxury, technology, and success.

This episode takes you through:

  • Tim’s dramatic career shift and the skills that powered his journey
  • The compelling story behind Emailage and its strategic acquisition
  • Insights into wealth.com’s rise, emphasizing teamwork and visionary leadership
  • An inside look at wealth.com’s advanced estate planning techniques
  • Tim’s expertise in public relations and building impactful partnerships
  • And much more!

Resources:

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Connect with Tim White:

About Tim White: 

Tim is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships.

Prior to co-founding wealth.com, Tim served as Chief Partnership Officer at Emailage, a global fraud prevention provider. Under Tim’s leadership, channel revenue was consistently the company’s fastest-growing revenue stream. As part of Tim’s responsibilities, he cultivated the company’s strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020.

When Tim is not on planes traveling to events and meeting with partners, he is spending time with his wife, son and pup hiking the Sonoran Desert mountains near his home in Scottsdale. Tim is an avid runner, but equally enjoys nothing more than a movie night at home with his family.

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