Ross joins CIrcleBlack from Envestnet, where he served as chief of business operations, leading strategic planning and transformation initiatives.

The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.GAINESVILLE, Fla. and TAMPA, Fla., May 18, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced details for its annual SYNERGY conference, which kicks off in Tampa, Fla., May 31-June 2. The conference marks the first time the company has hosted its annual gathering of RIAs in the Tampa Bay area since expanding its offices outside Gainesville, Fla., in 2020. The SYNERGY23 theme "Accelerate" focuses on insights, services, and solutions designed to propel RIA operations and growth."Advisors are facing new competition every day," said Robb Baldwin, Founder and CEO, TradePMR, "With this year's theme, Accelerate, we wanted to provide advisors with an environment where they are encouraged to learn new tactics and discover resources that could help set their firm apart in an increasingly competitive marketplace. In our opinion, if an RIA wants to grow, they should be at SYNERGY23."The conference agenda will be jam-packed with sessions from TradePMR team members, growth-minded RIAs, industry vendors, and recognized keynote speakers. Additional supporters of the event include:Jonah Berger, Wharton School professor and best-selling author