10times
Conference

Private Wealth Management Group Meeting


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

09:00 AM-06:00 PM (expected)
Not Verified

Entry Fees

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Participants

100 - 500 Delegates
10 - 50 Exhibitors Estimated Count

Category & Type

Conference
Banking & Finance

Editions

26 Sep 2019 Interested
09 Jul 2019
11 Jun 2019
14 May 2019
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Frequency Quarterly

Official Links

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CFA Society New York USA

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

GoingMarc Schneider

Marc Schneider

Investor at Investor

New York, United States
Hugh W. BOBBITT

Hugh W. BOBBITT

Finance at Bobbitt & Associates

Ashland, United States
Nat Johnson

Nat Johnson

Executive Director at Experts Consult Limited

Accra, Ghana
ThomasPerry.com

ThomasPerry.com

Vice President at Baymont Capital

Fort Lauderdale, United States
Kevin Roy

Kevin Roy

Intern at Stelios Asset Management PVT Ltd

Bandra, India
Igor Berezner

Igor Berezner

Founder at Blue Digital Agency and GEOIQ

New York, United States
Mirsada Pepaj

Mirsada Pepaj

Business at Dijt

Rome, Italy

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map of New York Society of Security Analysts

New York Society of Security Analysts

1540 Broadway #1010, New York, NY 10036
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