Vice President
Ritholtz
Anna Chaiken is Vice President at Ritholtz Wealth, where she has spent the past eight and a half years helping build one of the fastest-growing RIAs in the country. Anna helps oversee the firm's technology and operations, including developing standard operating procedures and firm-wide training, as well as hiring, recruiting, and talent retention.
With Ritholtz Wealth's rapid expansion, Anna's focus is ensuring the firm grows the right way: building scalable, repeatable processes and infrastructure that support growth without sacrificing quality or client experience. Known for turning vision into measurable operational results, she brings a systems-thinking approach to everything from technology adoption to team development, and has built deep trust across advisors, executives, and staff.
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.