Building a UMA Program for the Future: Key Perspectives from Past and Present

Hear Charles River’s Global Head of Wealth Randy Bullard and JP Morgan’s Managing Director Eric Lordi discuss the evolution of Unified Managed Accounts (UMAs).

They explore how the continuing evolution of wealth platforms and technology enable new investment features, operational efficiency, reduced complexity, and client value.

Eric shares insights from his experience building UMA programs, focusing on business objectives, personalization, and household planning.

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The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

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