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2026 Connect Money Next Generation Wealth Management Awards
Winners
- Cristina Wiebelt-Smith: Redefining Wealth Advice Through Education, Community Impact
- Jack Reifsnider: Linking Capital, Community, and Client Outcomes
- Ximena Silva-Avila: Pairing Values-Based Planning with Community Advocacy
- Scott Frazin: Blending Personal Engagement with Next Gen Advisory Approach
- Ken Vendley: Driving Growth Through Mentorship and Holistic Planning
- Michael Bueti: Scaling Growth, Innovation and Next Gen Client Engagement
- Abhishek Vakil: Aligning Personal Performance with Firmwide Growth
- John B. Petrick: Advancing Next Gen RIA Framework
- Alan Simeon: Transformation Through Growth, Innovation and Mentorship
- Julian Locke: Expanding Industry Access Through Mentorship
- Dana Hall: Redefining Wealth Creation Through Community Equity Innovation
- Alex Pape: Bringing AI, Unified Portfolios to the Advisor Desktop
- Nicholas Petrelli: Powering Growth Through Client Acquisition and Team Leadership
- Kelly Ann Winget: Challenges PE Norms With Access and Innovation
- Ashton Lawrence: Building $200M Practice Around Trust, Planning and Education
- Jacob Gurock: From Messaging to Mentorship
- Robert Howland: Modernizing a Legacy Firm While Deepening Client-Centered Advice
- Mamadou-Abou Sarr: Building $1.4B Quant Platform With High-Touch Innovation
- Collin Lyon: Rewiring Tech, Talent, and Team-Based Planning
- Lucas Mijares: Putting Values at the Center of Wealth Planning
- Danielle White: Building a One-Stop Operations Platform for Independent Advisors
- Susy Thomas: Bringing Athlete’s Discipline to Client-Centered Planning
- Rebecca Trethewey: Strengthening Platform With Retirement, Benefits Expertise
- Gautam Muthusamy: Accelerating Growth Through Personalized Advisory and Strategic Leadership
- Joseph Spina: Bridging Institutional Research and Private Wealth Advice
- Lowell Lyon: Prioritizing Simplicity in Wealth Management
- Greg Giardino: Turning Personal Experience Into Client-Focused Advisory Approach
- Hannah Forney: Guiding Families and Athletes Through Wealth Decisions
- Zach Schear: Fueling Record Growth and Transformation
- Megan Higgins: Driving Operational Innovation, Next Gen Talent Development
Alex Pape: Bringing AI, Unified Portfolios to the Advisor Desktop
Chief Technology & Product Officer turns emerging tech into advisor-ready tools
As Chief Technology & Product Officer, Alex has focused on translating emerging technology into practical capabilities that directly improve how advisors work with clients. His mandate is simple but ambitious: use AI to help advisors have deeper, more personalized conversations as portfolios grow more complex.
Under his direction, AssetMark has developed AI-generated advisor “talk tracks” that analyze portfolio construction, risk and performance attribution, and relevant market context to produce clear, client-specific narratives. These tools are designed to help advisors explain sophisticated, tax-aware, multi-asset portfolios in plain language that resonates with individual investors, enhancing clarity, confidence, and trust at the point of advice.
Alex also led the launch of AssetMark’s mixed public–private markets Unified Managed Account, introduced in Q4 2025. The platform combines public and private assets in a single account structure while handling trading, administration, and operational complexity behind the scenes. Advisors can deliver a more holistic portfolio experience without adding back-office friction—a meaningful step toward making diversified, multi-asset portfolios more accessible and manageable.
Beyond specific features, Alex is steering the platform toward openness and ecosystem connectivity, integrating with leading CRM and reporting systems and using AI to boost developer productivity and automate repetitive work. The goal is to personalize at scale while improving the unit economics of building and running wealth technology.
Outside the office, Alex extends this impact through long-term mentorship and social impact. He has guided dozens of professionals into technology roles from other corners of the industry and maintains relationship-driven mentoring focused on career decisions and leadership growth. He also sponsors children through SOS Children’s Villages, supporting stability and education for vulnerable youth.