Anthony M. Stich
Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies—with a heavy emphasis on marketing—for financial services firms, RIAs, and FinTech companies. <br><br>Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, US News & World Report, and ThinkAdvisor as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews, Stich is an award-winning thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor to a rapidly-evolving industry. <br><br>He is currently serving as Chief Marketing Officer at Moran Wealth Management®, a full-service investment management firm with a focus on personalized client service. <br><br>Before this, he spent most of his career in the WealthTech industry with his latest role serving as Executive Managing Director at MarketCounsel Consulting and immediately before that, Chief Revenue Officer for Entrustody — a modern, digital-first custodial platform. Prior, he was at InvestCloud which acquired Advicent, the global financial planning software developer of NaviPlan, Profiles, and Figlo. There as Chief Operating Officer he led North American Sales, Marketing, Professional Services, Customer Success, and Support ultimately netting him recognition by Wealthmanagement.com as Chief Marketing Officer of the Year (2021) and obtaining the inaugural ThinkAdvisor LUMINARIES Executive Leadership Award (2021).
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Greater Milwaukee