Advisory and AI: Shaping the Future
Hosted by FSI’s Investment Advisory Council, this interactive session dives into one of the most transformative forces in our industry: artificial intelligence.
The wave of AI innovation is moving fast, and advisory firms are racing to understand how to harness its potential to boost efficiency, deliver deeper insights and create greater client value.
Leading this conversation are Jeremi Karnell, Head of Envestnet Data Solutions and Michael Ross, Product Lead for Eliza, BNY’s internal AI platform, who will share their perspectives on how AI is shaping the future of investment advisory—what’s happening now, what’s on the horizon and how your firm can position itself to stay ahead of the curve.
Jeremi Karnell
Head of Envestnet Data Solutions
Jeremi leads a dynamic team of data analysts and scientists dedicated to pioneering data-driven decision and business intelligence for Wealth Enterprises, Advisors, RIAs and Asset Managers. Jeremi is responsible for a vast portfolio of wealth data & analytic solutions, including Envestnet’s Wealth Data Platform, Insights Engine, Manager Analytics and RIA Analytics.
Michael C. Ross
Product Lead (Eliza) – BNY Pershing
Michael leads product for Eliza, BNY’s internal AI platform, and oversees industry research. He has 15+ years in AI/ML across finance and healthcare. Past roles include Google Cloud and Capital One. A former U.S. Navy officer, he blends hands-on engineering with pragmatic product leadership.