Welcome to the Executive Roundtable Journal

For many years Strategy & Resources, LLC has been looking for a way to share key learnings, observations and insights gathered from our research, experiences and consulting practice. With the help of the team at Informa / Wealth Management magazine, we brought this quarterly journal to life in 2019. We think it is important to differentiate from other publications by featuring senior executives and board members from leading financial services companies.

There are many ways for you to get involved if you are a senior executive and/or board member in the financial services industry:

Suggest a firm to profile in the form of a case study
Contribute your thoughts in the form of a thought leadership piece
Learn more about the two Catalyst & Connection Days we are planning for 2020
Help fuel industry insights as a survey panelist via the monthly S&R Business Confidence Index
Join us for one of an upcoming executive roundtable in New York City

Please submit your information on the form located on the front page of each digital issue. We look forward to hearing from you.

Matt Lynch, Editorial Director,
Executive Roundtable Journal