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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Kristan Rowland

I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping...

ABOUT KRISTAN

I'm a Financial Advisor with a background in Insitutional Equity Research - I love analyzing businesses. It was natural when I joined the Brown/Lisy Wealth Management team at UBS, that I would use my knowledge and focus my attention on helping business owners. They are people I genuinely admire for their courage and creativity.


Below is my detailed LinkedIn Bio. I hold the CFA, CPWA and CEPA designations; earned my MBA from the University of Chicago Booth School of Business and a BA from the University of Notre Dame. I am a past Chair of the Board of CFA Society Chicago, a 4500+ member organization and one of the largest CFA Societies globally.


https://www.linkedin.com/in/kristanrowlandcfa/