Dan Bell leads data science and engineering for Vanguard’s Advice & Wealth Management division. A core part of his role is applying artificial intelligence (AI) to improve financial outcomes for investors, across domains including portfolio construction and financial planning.

He has 17 years of experience in applying big data technologies and AI in financial services globally, including several years as a senior leader with Deloitte.

JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm founded in 1989. JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administracion in Bogota, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. In 2016, JC earned a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business, and in 2021, he took part in BlackRock’s first Emerging Leader Lab.