Talia brings a market infrastructure perspective to the future of wealth management—focused on how firms can modernize operating models, data flows, and advisor experiences to meet rising investor expectations. As a senior leader overseeing DTCC’s wealth management initiatives, Talia works closely with broker dealers, asset managers, and advisors to help the industry transition toward more scalable, digitally enabled, and client centric wealth ecosystems.

Talia offers a differentiated vantage point on wealth innovation—one grounded in infrastructure, risk management, and operational reality. She can speak to how modernization efforts in wealth management must balance innovation with resilience, trust, and compliance, particularly as firms adopt AI, advanced data platforms, and new digital advisory models.