Richard Hart

Richard Hart

Vice President, Product

OneVest

Richard N. Hart III “Rich” is Vice President, Product at OneVest, where he leads product strategy, roadmap development, and execution to drive innovation in wealth management technology. He brings over two decades of leadership experience across financial services and fintech, including senior roles at Advisor360°, Fidelity Investments, State Street, and JPMorgan Chase.

Prior to OneVest, Rich founded Cardigan Partners, where he advised fintech firms on product strategy, client experience, and go-to-market execution, and successfully led a turnaround of a software company in the insurance sector. Throughout his career, he has built and scaled product platforms, streamlined client experiences, and led large-scale digital transformations, consistently delivering growth and measurable business impact.

Rich earned his MBA in Entrepreneurship from Babson College’s F.W. Olin Graduate School of Business and holds a Bachelor of Science in Finance from Merrimack College.

Featured Sessions

Thursday, October 22, 2026
3:00 pm

Most AI rollouts fail for the same reason: technology is introduced before people are brought along. When AI feels like something being done to employees rather than for them, adoption suffers and value remains unrealized.

This session explores how leading firms are successfully introducing AI across their organizations—from identifying meaningful use cases and measuring impact to building engagement and overcoming resistance. Attendees will leave with practical strategies for turning AI pilots into firm-wide adoption and lasting business value.