InvestOps Connect USA 2026

November 16 - 17, 2026

West Palm Beach Marriott

Joe Pennini

Joe Pennini

Director, Asset and Wealth Managed Services PwC.

Joseph Pennini is a Global Financial Services Executive with extensive experience in developing a scalable and risk adverse operating environment, generating new product opportunities, and driving revenue growth all while increasing customer satisfaction. I have an inclusive leadership style with focus on building diverse teams and working collaboratively vertically and horizontally across the organization regardless of geographic locations. My professional background is rooted in education and practice, supplemented by hands-on experience in support of fund vehicles across a number of global financial domiciles (i.e. United States, Ireland, Cayman, and Luxembourg).

My core competencies include:

  • Client Service/Relationship Management - Experienced in developing and evolving tailored client engagement models based on the size, scope, and geography of the client. Adept at serving as the primary escalation point to the client’s C-Suite inclusive of their Board.
  • Global Product Development – Skilled in leading the full product lifecycle from ideation to launch, with particular expertise in turning market disruptors into commercial opportunities. Experienced in evaluating and selecting all necessary partners (i.e. technology, market data, etc.) to ensure a comprehensive product solution.
  • Team Leadership & Staff Development – Accomplished in building and developing high performing global teams. Experienced with leading accredited individuals across multiple global domiciles. Driven to create one global inclusive leadership team.
  • Driving Fiscal Responsibility & Achieving Revenue Growth – Adept at setting and managing an operating budget with responsibility around both reducing cost and creating revenue growth. Consistently engaged in RFP’s/RFI’s for new business opportunities.
  • Establishing Operational Excellence – Extensive experience in developing, monitoring, and innovating an operating environment that allows clients to focus on strategic imperatives while risk is controlled.


When not crunching numbers, I can be found running a number of events for my local community or on the fields coaching my 4 children across a number of sports including baseball, softball, basketball and soccer.

Check out the incredible speaker line-up to see who will be joining Joe.

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