SMARTLEAF / NEBO FIRESIDE CHAT| APRIL 30, 2025, 4:00 PM ET | 53 STATE STREET, 36TH FLOOR, BOSTON, MA
Closing the gap between planning and investing: How all client portfolios will be managed in 10 years
This open house-style gathering will blend networking, live demos, and a fireside chat featuring industry experts Jerry Michael, President, Smartleaf Asset Management and Matt Kadnar, Sales Lead, Nebo Wealth. We’ll showcase how wealth firms are finally closing the gap between planning and investing—with automation, optimization, and true personalization.
Event Details:
📅 Wednesday, April 30
🕓 4:00–6:00 PM ET
📍 53 State Street, 36th Floor, Boston MA 02109
🥂 Drinks, light bites (yes, including lobster rolls!), and great company provided
Whether you stay for the full session or just swing by to enjoy the Boston Harbor views and connect with peers, we’d love to see you. Please fill out the form on this page to reserve your seat.
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Jerry Michael - President, Smartleaf
Jerry oversees strategy and operations. Jerry also serves as President of Smartleaf Asset Management's parent company, Smartleaf, Inc., which he co-founded in 1999. Smartleaf is the industry leader in the provision of automated, customized, tax-sensitive rebalancing systems, which is currently used to manage over $75B in assets.
B.A., Math, B.A., Computer Science, University of Wisconsin. Series 65.
Matt Kadnar - Sales Lead, Nebo
Mr. Kadnar is a Member of GMO’s Asset Allocation Team, a partner of the firm, and serves as the Nebo sales lead. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned a JD from St. Louis University School of Law and is a CFA charterholder.
B.A., Finance, B.A., Philosophy, Boston College.