Speaking
I speak on AI and personalization in wealth management, building diverse talent pipelines, and growing advised relationships with communities the industry has overlooked.
AFROTECH 2025 — speaking on hyper-personalization.
2026
AAAA VISION Conference
Attending with GreenByrd Advisory · Washington, D.C.
2025
NABA National Convention
Keynote and breakout · Las Vegas
2024
AFROTECH
Session: culture-driven hyper-personalization
ALPFA
Featured speaker
L'ATTITUDE
Featured speaker
UNCF
Featured speaker
Thurgood Marshall College Fund
Featured speaker
How wealth firms adopt AI clients and advisors actually believe in — transparency, explainability, and fiduciary alignment.
Why values, aspirations, and pain points outperform age and income bands — with the MVP numbers to prove it.
Building diverse talent pipelines that enter, advance, and lead in wealth management and technology.
Keynotes, breakouts, and panels for conferences, firms, and universities.