Lex Sokolin (@lexsokolin) is a Fintech entrepreneur and futurist focused on the next generation of financial services. He is the Global Director of Fintech Strategy at Autonomous Research LLP, the leading research firm for the financial sector, helping clients understand, leverage and invest in innovation.
Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform built on roboadvisor DNA. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine. Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank.
Lex is a contributor to CNBC, Techonomy, ThinkAdvisor, Investment News, and RIABiz, was named to the InvestmentNews “40 under 40” list of industry leaders and is one of ThinkAdvisor’s IA25 influencers. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.