Chief AI Officer
Raymond James
Stuart Feld is a Senior Vice President and the firm’s Chief AI Officer. He oversees the firm’s advanced technology initiatives and leads Carillon Labs, a dedicated research and development team focused on artificial intelligence and exploring emerging technologies to drive innovation and enhance advisor and client facing solutions. He also serves as the firm’s Head of Front Office Technology.
Stuart brings over three decades of technology experience at major Wall Street firms. Prior to joining Raymond James, he was a Managing Director at JPMorgan, where he led global teams supporting Wealth Management, Audit, and Corporate Technology. Earlier in his career, he held the role of Managing Director at UBS, leading Wealth Management Investment Solutions and Banking Technology teams. He began his career as a software engineer at Prudential Securities, where he held multiple leadership positions in the technology organization, including Divisional CIO at Prudential Financial.
Many firms are exploring AI tools, running pilots, and experimenting with new capabilities but far fewer have successfully embedded AI into their daily workflows. The difference often comes down to leadership, process design, and advisor adoption.
This session examines how leading advisory firms are moving beyond experimentation and turning AI into a practical part of everyday operations. Panelists will share real-world lessons on driving advisor buy-in, setting clear use cases, training teams, and measuring success.
Attendees will learn practical strategies for introducing AI into their firms responsibly and effectively transforming AI from an interesting experiment into a powerful tool that improves productivity, enhances client service, and supports firm growth.