How AI Changes the Game for Investment Managers

Jack Lynch, Chief Strategy Officer of Ridgeline, shares how they assist investment managers and how they’re implementing AI. In launching ‘Intelligent Operations’, they’ve focused on AI uses in audits, bank communications, and other dense day-to-day tasks; he discusses how they’ve added oversight to validate the information. “There is so much alpha in being early right now,” he argues, even as he thinks the rest of the industry may be slower on the uptake.

Market On Close

18 Feb 2026

SHARE

Schwab Network's Newsletters

Daily insights for every investor