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Tony Davidow, CIMA®

President and Founder T. Davidow Consulting, LLC

On-Demand Session 2:

The Future of Wealth Management

Today’s society has experienced a rapid transformation over the last ten years, and likely will see even more changes over the next decade, fueled by the impact of a global pandemic, product evolution, and technological advancements. In this session, Davidow will explore some of the key trends that are shaping the wealth management industry.

Biography

President and Founder T. Davidow Consulting, LLC an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ among others. Prior to founding T. Davidow Consulting, Davidow was Alternative Beta & Asset Allocation Strategist at the Schwab Center for Financial Research, where he served as subject matter expert on asset allocation and portfolio construction, smart beta strategies and alternative investments. He was responsible for developing and disseminating Schwab’s point of view to clients and the media. Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College, and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. He served on the Board of Directors of the Investments & Wealth Institute (formerly IMCA) from 2009 to 2015. Davidow currently serves as the Chair, Investment & Wealth Monitor, Editorial Advisory Board, and Host for the Exceptional Advisor Webinar Series. He’s also a member of the Investments & Wealth Institute WealthBoard 100 Advisory Board. In 2020, Davidow was awarded the Wealth Management Impact Award by the Investments & Wealth Institute. In 2017 he received the Stephen L. Kessler Writing Award, and in 2015 he received the Stephen L. Kessler Writing Award (Honorable Distinction).

Achievements 

 

Click Above to see Tony Davidow in the Exceptional Advisor Webinar Series