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Kevin Adams
SVP of Wealth Management Technology at Raymond James

Profile

As SVP of Wealth Management Technology, Kevin is Responsible for the development and delivery of digital wealth solutions and capabilities that enable the Financial Advisors and Investment Professionals across Raymond James. This includes technologies that support Planning, Portfolio Management, Trading, Advisor Desktop & Mobile, Client & Practice Management and Investment Solutions. Previous to Raymond James, Kevin was Managing Director of a global application development group delivering Advisory, Wealth Planning and Trading systems for the Wealth and Asset Management divisions of UBS. He’s also held senior technology leadership positions at Franklin Templeton and Merrill Lynch where he had similar responsibilities.

Kevin Adams's Network

Agenda Sessions

  • Diversified product offerings in a new era of wealth management

    , 2:30pm

Speakers at this event