Money Management Institute
Jack Sharry is an accomplished executive with extensive experience in the financial services and technology sectors. Currently serving as the Executive Vice President and Chief Growth Officer at LifeYield since November 2008, Sharry focuses on enhancing investor outcomes through advanced technology solutions. As the creator and host of WealthTech on Deck, Sharry engages industry leaders to share insights in wealth and asset management. Additionally, as a member of the Executive Leadership Advisory Board for Next Chapter, Sharry contributes to developing better retirement solutions. In leadership roles at the Money Management Institute and Babson College, Sharry promotes education and innovation in investment advisory practices. Other notable positions include Chairman of the Board at Hale Education and previous senior roles at The Phoenix Companies, Phoenix Investment Partners, and Putnam Investments. Sharry holds a Bachelor of Arts in English from the University of Connecticut.
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Money Management Institute
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Driven by our promise of increasing connections, knowledge, and growth for our members, MMI is dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of MMI’s longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas. For more information, visit www.MMInst.org.