About
Craig Iskowitz is a business and technology strategy consultant who is a recognized…
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𝗬𝗼𝘂𝗿 𝗕𝗮𝗰𝗸 𝗢𝗳𝗳𝗶𝗰𝗲 𝗪𝗶𝗹𝗹 𝗟𝗼𝗼𝗸 𝗩𝗲𝗿𝘆 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗶𝗻 𝟮𝟰 𝗠𝗼𝗻𝘁𝗵𝘀 📍 The first software revolution gave wealth…
𝗬𝗼𝘂𝗿 𝗕𝗮𝗰𝗸 𝗢𝗳𝗳𝗶𝗰𝗲 𝗪𝗶𝗹𝗹 𝗟𝗼𝗼𝗸 𝗩𝗲𝗿𝘆 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗶𝗻 𝟮𝟰 𝗠𝗼𝗻𝘁𝗵𝘀 📍 The first software revolution gave wealth…
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Last week, my wife Erin and I attended the Authors Guild Foundation Gala in New York, an organization her sister Meredith Lesher serves on the board…
Last week, my wife Erin and I attended the Authors Guild Foundation Gala in New York, an organization her sister Meredith Lesher serves on the board…
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It’s Friday and it’s great to be alive. This week’s shout out goes to my mom. My rock and inspiration for so many things. Some of you know this…
It’s Friday and it’s great to be alive. This week’s shout out goes to my mom. My rock and inspiration for so many things. Some of you know this…
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Experience
Education
Licenses & Certifications
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Black Belt in GoJu Ryu Karate
Masaji Taira Kenkyukai
Issued
Volunteer Experience
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Business Strategy Consultant
The Jewish Agency for Israel
- Present 9 years 3 months
Human Rights
Working with the Director of the Global Leadership Institute (GLI) and her team to optimize internal processes, improve efficiency and effect change.
Publications
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Wealth Management Today
Ezra Group LLC
See publicationWM Today is a blog targeting professionals in the wealth management industry, including money managers, broker-dealers, technology providers, Registered Investment Advisers, Financial Advisers and TAMPs.
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How Advisors Can Use Technology and Service to Fight Fee Compression
FA Magazine
Traditionally, firms have needed to expand staff in order to handle more business and/or offer additional services to grow revenue. However, in today’s environment, firms can scale their businesses’ profitably and expand revenue by taking advantage of outsourcing options and technology solutions. The new market environment requires firms to both increase scalability and expand revenue in order to thrive. We believe that firms that can accomplish these two goals will be well-positioned to…
Traditionally, firms have needed to expand staff in order to handle more business and/or offer additional services to grow revenue. However, in today’s environment, firms can scale their businesses’ profitably and expand revenue by taking advantage of outsourcing options and technology solutions. The new market environment requires firms to both increase scalability and expand revenue in order to thrive. We believe that firms that can accomplish these two goals will be well-positioned to cushion the impact of fee compression.
Other authorsSee publication
Courses
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Design and Analysis of Computer Algorithms
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5 people have recommended Craig
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Looking back I thought I was "healthy" in January of 2024, but boy this is not the dad bod I was looking for! I was far from healthy and if anything…
Looking back I thought I was "healthy" in January of 2024, but boy this is not the dad bod I was looking for! I was far from healthy and if anything…
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Grateful does not even begin to cover it. A few weeks ago I spent 5 nights in the BVIs with my college besties. A 58-foot catamaran. Sunrise coffee…
Grateful does not even begin to cover it. A few weeks ago I spent 5 nights in the BVIs with my college besties. A 58-foot catamaran. Sunrise coffee…
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Most WealthTech vendors say they've built AI natively. Bob Pisani, CTO of Addepar, can actually explain what that means architecturally. On the…
Most WealthTech vendors say they've built AI natively. Bob Pisani, CTO of Addepar, can actually explain what that means architecturally. On the…
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Utah’s transit future has never been brighter! The launch of the Midvalley Express (MVX) BRT is a regional commitment to clean air, collaboration…
Utah’s transit future has never been brighter! The launch of the Midvalley Express (MVX) BRT is a regional commitment to clean air, collaboration…
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The alts conversation has evolved. It's less about getting in and more about getting it right. Tomorrow at CAIS Live South on Amelia Island, I'll be…
The alts conversation has evolved. It's less about getting in and more about getting it right. Tomorrow at CAIS Live South on Amelia Island, I'll be…
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This is “the room” where bold conversations shape what comes next. As most of you know, I’m no stranger to MMI events, but the MMI Women’s…
This is “the room” where bold conversations shape what comes next. As most of you know, I’m no stranger to MMI events, but the MMI Women’s…
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Got a tough leadership question? Docupace’s Ryan George is opening the floor. His new “Dear Ryan” column in Wealth Solutions Report is built around…
Got a tough leadership question? Docupace’s Ryan George is opening the floor. His new “Dear Ryan” column in Wealth Solutions Report is built around…
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#WorkhardPlayhard #London It just doesn't get much better than this --> Sharon Gupta Pathstone and Anuj Gupta, CIMA®, CPWA® Envestnet AND…
#WorkhardPlayhard #London It just doesn't get much better than this --> Sharon Gupta Pathstone and Anuj Gupta, CIMA®, CPWA® Envestnet AND…
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Most RIAs say technology matters. Raj Bhattacharyya built Robertson Stephens around it. On the latest #WealthTechToday, the CEO of the $9B…
Most RIAs say technology matters. Raj Bhattacharyya built Robertson Stephens around it. On the latest #WealthTechToday, the CEO of the $9B…
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