Anthony Bassili

Head of Asset Allocators

‍Coinbase

Head of Asset Allocators

‍Coinbase

#crypto #pensions #fiduciary #institutional #alternativeinvestment

#NorthAmerica

Anthony Bassili is Head of Asset Allocators at Coinbase Institutional. He also leads Capital Introductions and the firm's Tokenization strategy.

Deana Calvelli

Partner/Managing Director

‍Creative Planning Retirement Services

Partner/Managing Director

‍Creative Planning Retirement Services

#fiduciary #totalrewards #retirementplans #financialwellbeing #diversityequityandinclusion

#Northamerica

As a Managing Director and Partner, Deana Calvelli is responsible for the delivery of workplace retirement plan and investment consulting, and financial wellness services for Creative Planning Retirem

Julie Stapel

Partner

‍Morgan, Lewis & Bockius LLP

Partner

‍Morgan, Lewis & Bockius LLP

#EmployeeBenefits #Fiduciary

#NorthAmerica

Julie Stapel provides effective and practical solutions to clients' complex ERISA issues. She proficiently steers plan sponsors and investment managers through ERISA's fiduciary and prohibited transac

Matthew Wolniewicz

President

‍Income America

President

‍Income America

#401k #fintech #fiduciary #wealthmanagment #guaranteedincome

#NorthAmerica

With 30 years of experience, Matt has pledged to deliver innovative solutions to the financial services market, ultimately helping investors retire with confidence. Matt’s passion lies in helping fina