Joe Worden
Founder, Director
A recognized thought-leader in financial services distribution and relationship marketing, Joe has spent his career in and around alternative investments and fund distribution.
Digital innovation has changed the traditional marketing and communications blueprint used throughout the financial services industry since the beginning of time. While the biggest players in the industry are allocating capital and resources to digital technology, most sophisticated solutions have been out of reach for small to mid-sized enterprises.
Using its subscription-based platform, Digital Bridge, 5150 is helping level the playing field for small to mid-sized wealth and asset managers. By simplifying the process, reducing the cost, and eliminating the risks involved with internal technology adoption, small to mid-sized enterprises can harness the power of data-driven technology.
A recognized thought-leader in financial services distribution and relationship marketing, Joe has spent his career in and around alternative investments and fund distribution.
Ethan Frey is a nationally recognized private banker, wealth management expert, and alternative investment specialist. Ethan completed his undergrad and JD from Georgetown and was honored with the prestigious Robert A. Duffey award, presented each year to the Georgetown senior who best exhibits academic and athletic excellence.
Dr. Randall Stutman, CEO of the Admired Leadership Institute is a leadership scientist dedicated to exploring the behaviors and routines of extraordinary leaders. Labeled by Goldman Sachs as the most experienced advisor and executive coach on Wall Street. His work has taken him to the White House, West Point, the Olympics, the Ryder Cup, and Harvard Business School.
Dr. John Shufeldt, practicing emergency medicine physician, serial entrepreneur, and author, has successfully built numerous healthcare companies on the forefront of transformational change. John founded Xcellerant Ventures as an opportunity for investors to capitalize on his vision of a more efficient and digitized healthcare industry.
As President and CEO of International Sports Sciences Association, Andrew Wyant utilizes his digital expertise to deliver insight and data to the process of growing ideas into products and services. Andrew’s passion for building businesses and working with people and ideas has set him apart. Prior to ISSA, Andrew led the marketing efforts at LifeLock (LOCK) through their IPO and up to the sale of the company to Symantec.
Jock Holliman is the founder and General Partner of Valley Ventures, an early-stage information and life science investor. Prior to launching Valley Ventures, Jock led the venture capital group at Valley National Bank of Arizona. Previously, Jock held leadership positions at Bank of America and Chemical Bank, as well as serving in board capacity to approximately 45 private and public companies.
Former CEO, Boeing Commercial, advisor to Goldman Sachs, Blackstone, and others.
S2O Group, Partner Former executive at IBM, Microsoft and Juniper Networks, current partner in S2O Group.
Chairman, Journey Strategic Wealth LLC, Co-founder/investor of Dynasty Financial Partners.
Former Distribution Head, Deutsche Bank, seasoned expert in fund distribution.
Foote Consulting – Renowned LinkedIn/social media strategist with significant expertise in B2B marketing.
TD Bank, Vice Chair/Executive Managing Director, Head of Fixed Income.
Piper Sandler, MD and Co-Head of Global Equities.
S2O Group, Partner-Former executive at IBM, Microsoft and Juniper Networks.
Chairman, Spring Mountain Capital – Former Executive Vice Chairman of Merrill Lynch.
Admired Leadership CEO – Leading behavioral leadership Ph.D.
Founder/CEO, Act! and SaleLogix – Father of the CRM.
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