Roger Hu

Roger Hu is an accomplished financial services leader with extensive experience across multiple prestigious firms. Currently serving as the Financial Services Industry Leader at Intellibus since August 2023, Roger oversees the company's financial services offerings, which span capital markets, wealth and asset management, and commercial banking. As the Founder of WealthTransformed since 2019, Roger promotes the integration of design, technology, and data in personal financial management. Previously, Roger held significant positions at Gartner as Managing Partner for Financial Services, Accenture as Managing Director of Customer Insights & Growth, IBM Global Business Services as Partner and North American Wealth Management Leader, and Morgan Stanley in various leadership roles. Educational credentials include a BA in Economics from Amherst College and an MBA from NYU Stern School of Business, specializing in Entertainment/Media, Finance, and Marketing.