Technology & Digital Advice

Serves as a forum for MMI’s members to identify technological/digital advances, trends, opportunities, best practices and challenges in providing comprehensive advice where technology and advisor delivery helps investors achieve their financial goals.

Community Officers: 
Co-Chair - Arvind Ramakrishnan, Morgan Stanley
Co-Chair - Kyle Simpson, FS Investments
Co-Chair - Steve Harris, Edward Jones
Co-Chair - Jack Sharry, LifeYield LLC
Request to Join Community: