---
title: Webinar Replay - How All Client Portfolios Will Be Managed in 10 Years
description: Imagine a future where every client portfolio is personalized to their goals and needs, optimally tax-managed and continuously aligned to their evolving financial plan. That future is now. Watch the webinar replay now.
---

[![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/?hsLang=en)

**

# Webinar Replay

 

**![Screen Shot 2022-09-22 at 10-45-43 AM-1](https://458110.fs1.hubspotusercontent-na1.net/hub/458110/hubfs/Screen%20Shot%202022-09-22%20at%2010-45-43%20AM-1.png?width=63&name=Screen%20Shot%202022-09-22%20at%2010-45-43%20AM-1.png)Mike Casciano**

*President of EVO Wealth Consulting*

 

Mike has over two decades of experience working with thousands of advisors. He began as a financial advisor, then spent 15 years with BlackRock and 2 years with Principal®. He started [EVO](https://evo-wealth.com) in 2023 to help advisors integrate technology into their portfolio management and financial planning processes and infrastructure. Mike earned Bachelor of Arts degrees from Lehigh University in Economics and Molecular Biology and has earned the CIMA designation.  He lives in New Hope, PA with his wife Kate and 3 children Mia, Cara and Owen.

 

 

 

**![Gerard Michael headshot-1-1](https://458110.fs1.hubspotusercontent-na1.net/hub/458110/hubfs/Gerard%20Michael%20headshot-1-1.jpeg?width=63&name=Gerard%20Michael%20headshot-1-1.jpeg)Jerry Michael**

*President and Founder of Smartleaf Asset Management*

 

Jerry is the President and co-founder of Smartleaf, a pioneering developer of advanced portfolio rebalancing technology that automates the management of customized, tax-, risk- and expense-sensitive portfolios. Jerry created Smartleaf to enable wealth managers to provide all clients, of all sizes, a level of portfolio management that was once the exclusive preserve of ultra high net worth investors. B.A., Math, B.A., Computer Science, University of Wisconsin. Series 65.

 

**![tarlie_martin_headshot](https://www.smartleafam.com/hs-fs/hubfs/tarlie_martin_headshot.jpeg?width=63&height=55&name=tarlie_martin_headshot.jpeg)Martin Tarlie**

*Product Lead at Nebo Wealth*

 

Dr. Tarlie is a member of GMO's Asset Allocation team and serves as the [Nebo](https://www.nebowealth.com) Product Lead. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO's Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder. 

 

 

#### About Us

Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.  

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