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Conference

Private Wealth Management Group Meeting

New York Society of Security Analysts, New York, USA
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Check Private Wealth Management Group Meeting happening in Online on 14 Apr 2021

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.


Timings

06:00 PM - 07:30 PM General Hours

Entry Fees

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Participants

500 - 1000
Delegates
Based on previous editions

Category & Type

Conference
Banking & Finance

Editions

Sep 2020
+13 more editions

Frequency Bi-annual

Official Links

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Organizer

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CFA Society New York

USA88 Total Events / 10 Upcoming Events

User Community [ Users who have shown interest for this Event ]

Shawn Kalin

Shawn Kalin

CEO at Ruralty International

Surrey, Canada
Marc Schneider

Marc Schneider

Investor at Investor

New York, United States
Tableau Software

Tableau Software

Vice President at Baymont Capital

Fort Lauderdale, United States
Igor Berezner

Igor Berezner

Founder at Blue Digital Agency and GEOIQ

New York, United States
George

George

Founder at Uniter.AI

San Francisco, United States
xingjia zhang

xingjia zhang

Student at Stevens Institute of Technology

Jersey City, United States
SANJEEV K NARULA

SANJEEV K NARULA

CEO at GET IT INNOVATIONS P LTD

New Delhi, India

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New York Society of Security Analysts

1540 Broadway #1010, New York, NY 10036
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