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.
Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
ParticipantsThe estimated count of participants is calculated by multiplying the normalized participant interest generated on platform with a regional multiplier. Organizers can update the count here 10 - 50 Exhibitors Estimated Count | Category & TypeConferenceBanking & Finance |
Editions26 Sep 2019 Interested09 Jul 2019
11 Jun 2019
View More14 May 2019 Frequency Quarterly | Official LinksWebsite ContactsReport Error Claim this event |
Organizer Send Stall Book RequestCFA Society New York USA24 events listed | |
User Community [ Users who have shown interest for this Event ]
Marc Schneider
Investor at Investor
New York, United States
Hugh W. BOBBITT
Finance at Bobbitt & Associates
Ashland, United States
Nat Johnson
Executive Director at Experts Consult Limited
Accra, Ghana
ThomasPerry.com
Vice President at Baymont Capital
Fort Lauderdale, United States
Kevin Roy
Intern at Stelios Asset Management PVT Ltd
Bandra, India
Igor Berezner
Founder at Blue Digital Agency and GEOIQ
New York, United States
Mirsada Pepaj
Business at Dijt
Rome, ItalyWrite a Review
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New York Society of Security Analysts
1540 Broadway #1010, New York, NY 10036
USA
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