Unlocking Supercharged Growth for Financial Advisors With AI

Gabe Rissman, Co-Founder and President of YourStake,   YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. YourStake offers advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. YourStake also helps with investment research and optimization to provide scalable personalization for clients.  Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.   Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing. Gabe is also the author of a monthly series for WealthManagement.com highlighting the top ESG trends of the month.