WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD

The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board.

Tania brings more than twenty-five years of experience guiding asset management, wealth management, and financial sector firms through critical technology decisions. At InfoGrate, she partners with clients to scope, plan, build, and manage technology projects while supporting both packaged solutions and custom development needs. Her prior leadership roles include serving as CTO and COO of Private Client Resources, where she developed and oversaw a reporting system supporting more than 300 families, and as CTO and Managing Director of EnvestNet Asset Management.

We are eager to work with Tania as she joins our Advisory Board and contributes to the mission of the UHNW Institute.

Learn more about Tania below.

Tania Neild, PhD

Founder and CTO

InfoGrate

LinkedIn and Bio

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry