State Street Executive Consultant Roundtable

Meradia is pleased to participate in State Street’s Executive Consultant Roundtable, an exclusive, invitation-only discussion hosted by John Plansky, Head of Wealth Services. Tina Madel, CFA, will represent Meradia at this year’s session, joining a select group of consulting partners for a strategic dialogue on the future of wealth servicing.

As wealth assets under management continue to grow and surpass institutional AUM, firms face shifting investor expectations, intergenerational wealth transfer dynamics, and rapid technological disruption. The roundtable will explore how State Street is evolving its global Wealth Services business to help wealth managers strengthen distribution, integrate platforms, and scale through data-driven solutions and modern advisory capabilities.

This executive-level forum offers a unique opportunity to engage directly with State Street leadership, align on emerging trends, and discuss the strategic priorities shaping the next era of wealth management.