Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry. \nCheryl has over 25 years of experience working in the wealth management industry and has been instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts (UMAs). \nIn her current position, Cheryl is now the driving force behind the Investment Services Single Platform strategy, which comprises many initiatives that will result in: an integrated front-middle-back wealth management solution; a single managed-account platform; an aggregated view of client assets and liabilities to support goals-based wealth management; and a heightened focus on supporting the financial advisor with a digital advice offering to complement the service they deliver, increase their effectiveness, improve the investor experience and grow assets under management.\nCheryl played significant roles in the acquisitions of Upstream Technologies and AdviceAmerica, providing Fiserv clients with an integrated trading environment and financial advice and planning technology, respectively. \nCheryl is a recipient of the Money Management Institute’s (MMI) prestigious Pioneer Award for contributions, which embody MMI’s mission to serve as an advocate and catalyst for growth in the managed accounts and wealth management industry. Cheryl is on the Board of Directors for the AdviceAmerica business at Fiserv. Cheryl sits on the MMI Leadership Advisory Council and is on the Board of Trustees for the MMI Gateway to Leadership Diversity program.
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Independent and authoritative analysis and perspective for the bond buying industry