PANEL: Wealth Tech Demo Derby

J. Alan Reid, Jr. is a co-founder of iconik, a fintech company that is defining a new market based on the transformative power of shareholder voting. His experience spans the wealth management and brokerage industries, with a track record of building a successful mutual fund company, guiding industry groups, bulge bracket firms, family offices, and startups.

Known for creativity and ingenuity, Reid was recruited by Gordon Getty, to develop innovative businesses focused on Mr. Getty’s interest in the evolution of asset management. Reid held the positions of president and chief executive officer of many Getty controlled entities including Forward Management, ReFlow Management, Sierra Club Mutual Funds and Sutton Place Management until 2015. During his tenure, these companies shared a family office investment approach with astute retail investors. By addressing tax impact and liquidity, they were the first to bring awareness to mutual fund market timing, and mutual fund liquidity limitations, while leading the industry move to Liquid Alternatives. During Alan’s tenure, Forward went from $70 million to $7 billion in assets. Reid served on the Investment Company Institute Board of Governors, the Forward Funds Board of Trustees, the Legato Board of Directors, the FOLIOfn Board of Directors, and the mutual fund industry working group at the NY Federal Reserve Bank.

Previously, Reid held multiple positions at Morgan Stanley. He has been interviewed by CNBC, Wall Street Journal, Financial Times, New York Times, and many others.