Bella Loykhter Allaire
Executive Vice President of Technology and
Operations, Raymond James
Allaire oversees the firm’s technology and
operations functions, including client service and technology platforms for financial
advisors and capital markets professionals.
Prior to joining Raymond James in 2011, she was managing
director and chief information officer of UBS Wealth Management
Americas and led the switch from legacy Paine Webber technology to the firm’s innovative wealth management platform.
She began her career at Prudential Securities, where she
worked for 26 years and in 2000 was named executive vice
president and chief information officer, which entailed managing a team of 2,000 staff members and a budget of over $500
million. After Wachovia bought Pru in 2003, she became a consultant to Morgan Stanley and served as CEO of Wealthigen.
“My focus, and my team’s focus, is on providing seamless, integrated and collaborative advisor- and client-facing technologies
that keep the advisor-client relationship at the center,” Allaire said.
“In terms of new offerings and enhancements, we continue
to evolve our technology from the ‘mind of the financial advisor,’ working closely with our advisors and our Technology
Advisory Council, a rotating and diverse group of 21 advisors
with whom we work throughout the planning, development
and piloting stages of all technology rollouts,” she explained.
What technology is she bullish on in the long term? Artificial
intelligence. “Predictable analytics and other forms of technology that help advisors anticipate clients’ evolving needs and
help them deepen their relationships with clients continue to
have the most potential,” according to the executive.
What keeps her up at night? Cybersecurity.
Which women does she most admire? “I consider my success the product of several women in particular — my mother,
my first math teacher, my daughter and even some of our firm’s
female financial advisors,” Allaire said. “I have learned and
benefited from them all.”
Favorite non-work technology or website? Amazon.
Cynthia Jane Buckler
Chief Information Officer/Executive Vice
President of Wealth and Investment
Management Technology, Wells Fargo
Buckler, who has been with Wells Fargo
since 1996, is responsible for all aspects
of technology support for Wells Fargo Advisors, Wealth
Management, Wells Fargo Retirement and Trust, Abbot
Downing and Wells Fargo Investment Institute, from desktop
tools, trading platforms and new account-opening systems to
online platforms like Intuitive Investor.
Earlier, she managed a large trust platform for Broadway
and Seymour, after beginning her career at Meridian
Bancorp as a bank branch manager and then operations and
“I’ve seen first-hand how long-term planning changes lives,”
Buckler said. “My grandfather created a trust for my grandmother before he died in 1976. That trust supported her for 40
years until she died this year at age 111. The right advice and the
right technology is critical to helping people live a secure life.”
What’s her short-term priority? “We’re currently focusing
on modernizing our platform by moving to a service-oriented
architecture along with eliminating our technical debt,” she said.
And what emerging technology is she bullish on long
What keeps her up at night? Cybersecurity, which “should
keep every technical professional up at night,” she says.
Favorite on-the-job technology? “I am responsible for a team
of thousands across the country and the world. One of my
favorite tools is video conferencing, as it allows us to connect
in a more personal way than email or conference calls,” Buckler
explained. “Communication is always critical, and even more so
when teams are spread out across geographies and time zones.”
Favorite off-the-clock tech? “I’m not a big game player, but
I do complete the New York Times crossword puzzle online
every day. It allows me a few minutes of focus on something
outside of my work. I keep this habit on the weekends as well,
always looking forward to the Sunday puzzle.”
Head of Platform Technology,
In her 25-year career with Fidelity, Burns
has held many leadership positions within the firm’s Technology and Institutional
businesses. Today, she is responsible for developing the long-term vision and strategy, along with execution and delivery
of Fidelity’s technology offering serving broker-dealer, family
office and registered investment advisor firms and their investors; she leads a team focused on end-to-end digital experiences.
“My team and I help advisors work more efficiently and find
new ways to deliver value to clients. We’re creating frictionless experiences that help advisors be more productive and
meet the demands of today’s tech-savvy consumers,” Burns
explained. “We’re also focused on making it easy for firms to
build differentiating platforms that help them grow and scale.”
What makes her job special? “This work is important to me
because it will enable broader access to advice. By creating
efficiencies around routine work — like account opening, portfolio construction & rebalancing — we enable advisors to scale
and focus on the really important things, like planning and
helping investors achieve life goals,” she said. “That results in
more valuable experiences for both advisors and investors.”
What technology is she most bullish on in the short term?
“AI and its application across the entire life cycle of an advisory