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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.
Timings06:00 PM - 07:30 PM General Hours | Entry FeesCheck Official Website |
Participants500 - 1000 Delegates Based on previous editions | Category & TypeConferenceBanking & Finance |
EditionsSep 2020+13 more editions Frequency Bi-annual | Official LinksWebsiteContactsReport Error Claim this event |
| Online Editions Private Wealth Management Group Meeting 14 Apr 2021 | |
Organizer Follow Company | |
User Community [ Users who have shown interest for this Event ]
Shawn Kalin
CEO at Ruralty International
Surrey, Canada
Marc Schneider
Investor at Investor
New York, United States
Tableau Software
Vice President at Baymont Capital
Fort Lauderdale, United States
Igor Berezner
Founder at Blue Digital Agency and GEOIQ
New York, United States
George
Founder at Uniter.AI
San Francisco, United States
xingjia zhang
Student at Stevens Institute of Technology
Jersey City, United States
SANJEEV K NARULA
CEO at GET IT INNOVATIONS P LTD
New Delhi, IndiaWrite a Review
Add Your Review4.0/5
1 RatingsUser Reviews
11 Mar 2020
Venue Map & Directions
New York Society of Security Analysts
1540 Broadway #1010, New York, NY 10036
USA
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