Bios: Trends in Financial Advisory and the Impact of AI 

 

MODERATOR

Susan English Mazzetti, FWSF President, Founder, Quorum Private Wealth

As one of the co-founders of Quorum Private Wealth, Sue brings a decade of wealth management experience at Merrill Lynch and a decade of public accounting experience at Ernst & Young to her team and clients. Sue serves as a client relationship manager focused on developing financial strategies and advice for individuals, their families, and their businesses. She has a particular passion for working with women, to empower them with financial literacy. She works closely with her clients’ full team of advisors, including attorneys and accountants, to provide a coordinated approach to wealth management, including wealth transfer, tax minimization and estate planning.

She holds a BS in Accounting from Boston College and an MBA in Finance from Columbia University.

 

PANELISTS

 

Eileen Alden, Senior Vice President, Digital Product Digital and Technology Innovation, AssetMark

Eileen Alden is a Digital Product leader focused on product strategy and innovative digital solutions. This includes developing new product offerings that expand AssetMark’s digital advice ecosystem, and innovative solutions that are unique in the marketplace.

Eileen has more than 20 years of experience and joined AssetMark in 2022. Previously, she worked at U.S. Bank where she served as SVP and Head of Emerging Affluent Digital Wealth Management and SVP, Head of Portfolio Strategies. During her tenure at U.S. Bank, she was designated as an Innovator-in-Residence, working closely with the bank’s innovation team on new initiatives.

Eileen received her B.A. from UNC-Chapel Hill, and certification from the Stanford Innovation and Entrepreneurship program. Eileen enjoys writing in her spare time and is known for her popular comic book series called Super Sikh.

 

Yi-Ching Wu, Vice President, Product Development & Management, AssetMark

Yi-Ching Wu leads the Investment Product team at AssetMark, responsible for new product development, product launches, and ongoing product management of both third-party and proprietary investment solutions on the platform.

Yi-Ching has more than 20 years of experience and joined AssetMark in 2015. Previously she spent over 11 years at Charles Schwab as a Product Manager in its Asset Management division, responsible for Schwab’s proprietary mutual funds and ETFs. Her last role at Schwab was in a business strategy function in the Client Experience group.

Yi-Ching holds a Master’s degree in Public Policy from the Kennedy School of Government at Harvard University and an MBA from the Haas Business School at UC Berkeley.

 

Dana Burkhardt, Head of Business Consulting, AssetMark

Dana oversees AssetMark’s Business Consulting team. In her role, Dana guides the direction of consulting content and engagements, ensuring that advisors receive exemplary business consulting support. Dana specializes in business strategy and long-term planning, operational efficiency, client experience and process development, human capital, marketing and branding. Dana’s engaging style and passion for connecting with her audience has made her a highly sought-after guest speaker for many leading organizations in the industry.

With deep roots in managing, growing and improving businesses, Dana has helped many top-performing advisors create change and drive growth. With more than 20 years of experience in the business management and financial services industries, Dana has worked with advisors at every stage of their business life-cycle. From helping new advisors establish themselves to facilitating large acquisitions, Dana’s in-depth knowledge of the industry allows her and her team to deliver solutions to advisors of all types.

In her free time Dana enjoys baking and decorating cakes and cookies and spending time with her children and grandchildren in Phoenix, Arizona.