As head of The Private Bank and Wells Fargo Partnerships, Julie Caperton focuses on a client-centric wealth growth strategy for top clients across Wells Fargo’s entire platform. Julie was previously the head of Corporate Development at the enterprise level and held several leadership positions in Corporate & Investment Banking.

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.