Income Lab + BridgeFT: Combining Multi-Custodial Data Aggregation to Drive Retirement Income Advice
About The Webinar
The BridgeFT and Income Labs teams have partnered to present a session focused on Income Lab's unique retirement income management platform. The upcoming webinar includes a full product demo and goes through the ins-and-outs of how BridgeFT powers Income Lab's platform with on-time multi-custodial data.
During the Webinar We'll Cover:
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Before co-founding Income Lab, Justin spent over 15 years in financial services. Justin has led teams in advanced financial planning and portfolio strategy, managed development of financial technology tools, and designed and executed strategies to enter new markets. Prior to his work in financial services, he spent seven years in academia. He has taught at the Massachusetts Institute of Technology (MIT); Harvard University; Queen Mary, University of London; and the University of California, Los Angeles.
Justin has dedicated his career to being a teacher and student of financial planning and to advancing innovation in the industry. Justin is an experienced public speaker and writer and his research and thought leadership on retirement income planning has appeared in many well-known industry publications.
Justin earned a BA from the University of Michigan and a PhD from MIT. Justin is a Chartered Financial Analyst (CFA) Charterholder and a Certified Financial Planner (CFP) professional.
Justin Fitzpatrick
Income Lab
Dave Hagen
BridgeFT
Dave Hagen is the Chief Commercial Officer (CCO) and a member of the Executive Leadership team of BridgeFT. Prior to joining BridgeFT, Dave was the Vice President of Digital Strategy and 3rd Party Integration for Goldman Sachs’ Advisor Solutions business where he led Goldman’s RIA custody platform expansion, strategic partnerships and investments, and support for 3rd party integration offerings which included APIs, SSO, Trading, and Data Delivery. Previously, he was the Vice President of Digital Wealth Solutions at Folio Financial, overseeing all aspects of business management, strategy, and execution for Folio’s Digital Wealth and Investment Solutions business and playing an instrumental role in helping Folio sell their RIA custody business to Goldman Sachs in September 2020.
