Gavin Spitzner is the President of Wealth Consulting Partners, a boutique consultancy that advises Financial Institutions on how to leverage technology and best practices in Investment Platforms, Portfolio Management, Goals-Based Advice and Digital Advice. He has over 25 years of experience helping banks, broker dealers and RIA’s overcome complex obstacles standing in the way of accelerated, profitable growth. Gavin has helped dozens of organizations launch or enhance wealth management platform solutions.
