Tim Welsh
@nexusstrategy
President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
ID: 179665265
http://www.nexus-strategy.com 17-08-2010 21:08:53
11,11K Tweet
5,5K Followers
1,1K Following
Aaron Klein 🇺🇸
@aaronklein
Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Former CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Kristin Andree
@andreegroup
Business Strategist / Speaker / Author / Host of the RENEW podcast....fluent in sarcasm, lacking a filter and in love with 👠 and 🍷
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
Marie Swift
@marieswift
Marie Swift is a PR and Marketing professional serving the financial services industry: More at MarieSwift.com and ImpactCommunications.org
Anthony Rifilato
@tone1870
Award-winning journalist. Senior Reporter at FundFire, Financial Times. Covered ad tech/fintech. Former #LongBeachNY Herald editor. Still have sand in my shoes.
Jude Boudreaux CFP®
@hjudeboudreaux
Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Joel Bruckenstein
@fintechie
Financial Services Technology Journalist and Consultant
David Armstrong
@djamesarmstrong
Executive content director for @InformaConnect Wealthmanagement.com
Kevin Keller
@krkindc
CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER™ certification
Gavin Spitzner
@gspitzner
President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Shawna Ohm 🍉
@shawnaohm
Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. قلب في فلسطين.
Dana Carvey
@danacarvey
SuperFly : youtube.com/@flyonthewallp… - FlyOnTheWall : youtube.com/@flyonthewallp… TheWeirdPlace : tinyurl.com/5n8p3us6
RIABiz
@riabiz
RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Andrew Marshall 🇺🇦🇨🇦🇬🇱
@andrew_marshall
@cognitomedia Personal views here. Busy NewYorker #fintech #investment #mediarelations #climate. @ChathamHouse @AWPageSociety and @LibDems member.
Mary Kate Gulick
@marykategulick
Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Diana Cabrices
@dianacabrices
chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
𝗕𝗜𝗟𝗟 𝗦𝗪𝗘𝗘𝗧
@billsweet
CFO @ Team Ritholtz
Barry Ritholtz
@ritholtz
Welcome to the Dopamine factory! Chair/CIO of RWM ritholtzwealth.com Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Daniel Crosby
@danielcrosby
Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Cheryl Nunn MBAe™, Business Advisor
@cherylnunn
#StartUp | #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Former Legislature Candidate Subscribe to my newsletter at citizenactionletters.substack.com
Tour de France™
@letour
💛🏆 Tadej Pogacar 🇸🇮 📅 #TDF2025 July, 5 - July, 27 🚴♀️ #TDFF2025 ➡ @LeTourFemmes
Megan Hausmann
@meghaus9
Sr Director - Advisor Success & Enterprise Growth
Joe Steuter
@joesteuter
Chief of Communications at Intention.ly, writer, undercover author, speaker, thalassophile, #girldad. Views and opinions expressed are my own.
Anita Fox
@anitafox1
mom. wife. daughter. sister. friend. communications executive. views are my own
Aaron Schumm
@aaronschumm
Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
Andres Mazabel
@andresmazabel
Head of Advisor Sales at @trustandwill | Helping advisors have access to a modern Estate Planning platform I Alumni of @SDSU, @JPMorgan, @WellsFargo
Weeenzy
@weeenzy
Ambitious sales pro chasing big goals while staying grounded. Dad, soccer coach, aspiring pilot. Living for the moments that matter. Memento Mori.
Rob McElhenney
@rmcelhenney
📍@morebetterind @thebetterbrown @wrexham_afc
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Annie Agar
@annieagar
content creator. NFL correspondent. I put teams in uncomfortable meetings🏈#TheOffensiveLine out now [email protected]
patrick Seitz
@dennosmalls
Senior writer for investor business Daily, @IBDinvestor, covering personal technology, including PCs, consumer electronics and video games.
Michael Lecours,CFP®
@michaellecours
Financial Planner. I make flowcharts and checklists.
Sean Brown
@sean_ycharts
Head Coach @YCharts. Notre Dame & Stanford fan. Entrepreneur. Process nerd. Avid reader. Nothing tweeted is financial advice.
Liz Ann Sonders
@lizannsonders
Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: aboutschwab.com/social-media
Palisades Tahoe Mtn Ops
@palisadesops
Your best source for Lift, Trail, and Snow updates from operations teams at Palisades Tahoe
Supernova Technology
@thesupernovaco
We deliver securities-based lending solutions that connect and empower the entire financial ecosystem.
Anthony Stich ☁️ #MrPurple
@anthonystich
EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.
WeRateDogs
@dog_rates
Your Only Source For Professional Dog Ratings Instagram and Facebook ➜ WeRateDogs [email protected] | nonprofit: @15outof10 ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Peter Mallouk
@petermallouk
I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Robb Baldwin
@robbwbaldwin
Founder and CEO @TradePMR . Former RIA. Husband. Father. Golfer. Pilot.
Archive intel
@aiarchiveintel
AI-powered recordkeeping and compliance, capturing emails, text messages(iMessage, WhatsApp), social media, websites, and more. #regtech #compliance #text #SEC
Tony Parkin
@tonyparkin1975
Husband|Father|Ski Bum for 2023/24 season RIA Industry Exec excited for the future of the space
Jim Schwieters
@jim_schwieters
Beth
@beth_rubinoff
The Beth Time Ever | Business Development at @wealth_mgmt
Ross Marino, CFP®, CeFT®
@ross__marino
Founder | Podcaster/YouTuber | Financial Planner | Social Entrepreneur | Tweets not investment advice
Daniel Gil
@dannyenriquegil
Reporter @Ignites publication for Financial Times covering asset management. Reach out here or via email: [email protected]
OneAdvisory
@oneadvisory_
The RIA platform built for speed, choice, and control
Vanilla
@getvanilla
Vanilla is an estate planning platform that enables advisors and attorneys to unlock new value for clients. #WealthManagement, #EstatePlanning
The Best
@thebestfigen
Posting cool and old viral content... About me? A lady who loves to wear red...
Kristin Shea
@itskristinshea
Author of “The Truth About Digital Marketing for Financial Advisors” | Speaker | DBDL Podcast Producer | LinkedIn | Free Spirit, Old Soul, CrossFit, #GoBirds
Trung Phan
@trungtphan
Write on business with @workweekinc. Building an AI research app (Bearly.AI) and LLM API management platform (Liona.AI)
Christine Cherry
@christinec79809
WealthTechGirl
@wealthtechgal
10+ Years in WealthTech. Fearless Millennial. Sports Enthusiast. Mom.
Fusion Financial Partners
@partnersfusion
The premier RIA launch 🚀 and growth 📈firm http://. fusionfp.com fusionblackops.com
Future Proof
@futureproof_hq
Step Into a New Era of Wealth & Investment Management with Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
Abby Morton
@abbynmorton
Chief of Staff at Elements® / Financial Advisor at Aquire Wealth. Tweets are not advice.
GMO
@gmoinsights
Valuation-driven, long-term investment manager. Partners in investing for over 40 years helping our clients meet their goals. Disclosures: bit.ly/3wd728G
Genevieve Roch-Decter, CFA
@grdecter
President & Portfolio Manager • 500,000 Followers • Seen on Bloomberg & FOX • Top Voice LinkedIn
Apex Fintech Solutions
@apexfintech
Apex Clearing | Apex Silver | Apex CODA Terms and Conditions: bit.ly/3T7uPoN
PENNY PHILLIPS
@thrivosllc
Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Greg Gates
@greggateslpl
Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member FINRA.org & SIPC.org
Olivia Eisinger
@oliviaeisinger
GM, Advisory Apex
Stephanie Bogan
@steph_bogan
Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Philipp Hecker
@philipphecker
Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.