Focus Financial Inaugural Summit
A dynamic firm-wide event designed for learning, networking, and celebrating achievements.
Schwab
Justin DiFilippo
Managing Director, Advisor Services Digital Wealth Management
Schwab
Email: Justin.DiFilippo@Schwab.com
LinkedIn: Justin DiFilippo | LinkedIn
Presentation and Supplimental Materials
Bio
Justin DiFilippo is Managing Director in Schwab’s Digital Advisor Solutions, leading Digital Trading & Wealth Management. He brings well over a decade of experience collaborating with RIAs to advance industry leading tools, keeping a pulse on business trends and bringing new offerings to market.
Schwab
Michael Pate
Director, Digital Advisor Solutions
Schwab
Email: michael.pate@schwab.com
LinkedIn: Michael Pate | LinkedIn
Presentation and Supplimental Materials
Bio
Michael has worked at Schwab since 2007 and has supported Schwab’s various performance reporting platforms since then. Michael lives in Raleigh, NC with his wife and two kids (aged 6 and 4).
