Client Advisory Board
Client Advisory Board
Client Advisory Board
Our Client Advisory Board unites leading wealth advisors and industry experts from the world's most sophisticated financial institutions. Their insights, feedback, and strategic perspectives ensure Powder continues to innovate in ways that directly align with client needs and transform advisor workflows.
Our Client Advisory Board unites leading wealth advisors and industry experts from the world's most sophisticated financial institutions. Their insights, feedback, and strategic perspectives ensure Powder continues to innovate in ways that directly align with client needs and transform advisor workflows.
Our Client Advisory Board unites leading wealth advisors and industry experts from the world's most sophisticated financial institutions. Their insights, feedback, and strategic perspectives ensure Powder continues to innovate in ways that directly align with client needs and transform advisor workflows.
Our Members
Bhavika Booragadda
Head of Operations
IEQ Capital
Bhavika Booragadda
Head of Operations
IEQ Capital
Bhavika Booragadda
Head of Operations
IEQ Capital
Bhavika Booragadda
Head of Operations
IEQ Capital
Dave Breslin
EVP, Wealth Management
GC Wealth
Dave Breslin
EVP, Wealth Management
GC Wealth
Dave Breslin
EVP, Wealth Management
GC Wealth
Dave Breslin
EVP, Wealth Management
GC Wealth
Christine Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners
Christine Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners
Christine Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners
Christine Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners
Ryan Fedricks
Partner
Plante Moran
Ryan Fedricks
Partner
Plante Moran
Ryan Fedricks
Partner
Plante Moran
Ryan Fedricks
Partner
Plante Moran
Zane Keller
Chief Executive Officer
Ducere Wealth Management
Zane Keller
Chief Executive Officer
Ducere Wealth Management
Zane Keller
Chief Executive Officer
Ducere Wealth Management
Zane Keller
Chief Executive Officer
Ducere Wealth Management
Hannah Kim
Senior Wealth Associate, Wealth Advisory
BakerAvenue
Hannah Kim
Senior Wealth Associate, Wealth Advisory
BakerAvenue
Hannah Kim
Senior Wealth Associate, Wealth Advisory
BakerAvenue
Hannah Kim
Senior Wealth Associate, Wealth Advisory
BakerAvenue
Steve Kuhn
Executive Director, Investment Policy
OnePoint BFG
Steve Kuhn
Executive Director, Investment Policy
OnePoint BFG
Steve Kuhn
Executive Director, Investment Policy
OnePoint BFG
Steve Kuhn
Executive Director, Investment Policy
OnePoint BFG
Rick Nott
Managing Director
Angeles Wealth Management
Rick Nott
Managing Director
Angeles Wealth Management
Rick Nott
Managing Director
Angeles Wealth Management
Rick Nott
Managing Director
Angeles Wealth Management
Kevin Thornton
Head of Sales
AE Wealth Management
Kevin Thornton
Head of Sales
AE Wealth Management
Kevin Thornton
Head of Sales
AE Wealth Management
Kevin Thornton
Head of Sales
AE Wealth Management
Marcelo Vedovatto
Chief Operating Officer
SCS Financial
Marcelo Vedovatto
Chief Operating Officer
SCS Financial
Marcelo Vedovatto
Chief Operating Officer
SCS Financial
Marcelo Vedovatto
Chief Operating Officer
SCS Financial
