5th Edition  Conference

The Private Wealth Mid-Atlantic Forum

The Private Wealth Mid-Atlantic Forum is designed to bring together capital allocators and wealth managers from Pennsylvania, New Jersey, D.C., Maryland, Virginia and Delaware for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and the global economy. As this event is completely closed the door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


09:00 AM-06:00 PM (expected)
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Entry Fees

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100 - 500 Delegates
10 - 50 Exhibitors Estimated Count

Category & Type

Banking & Finance


25 Sep 2019 Interested
22 Oct 2018
19 Oct 2017
19 Oct 2016
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Frequency Annual

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Markets Group Inc USA

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Caleb Marvel

Caleb Marvel

Consultant at Capco Washington DC, United States
Pearl Moore

Pearl Moore

Housewife, clothing designer at Emmapearls Philadelphia, United States


Incheon, South Korea
Karen Meidlinger

Karen Meidlinger

Manager at Meidlinger Partners, LLC Philadelphia, United States
Jacqueline Carlson

Jacqueline Carlson

Founder at Valuable Connections LLC Philadelphia, United States
Philip Italiano

Philip Italiano

Haddonfield, United States
Andrea Dolfini

Andrea Dolfini

Foreing Trade Analyst at Grendene S.a. Farroupilha, Brazil

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Speakers (past edition)

Thomas M. Chapin

Thomas M. Chapin

Officer at Mill Creek Capital Advisors LLC Philadelphia, United States
Jason Pride

Jason Pride

Director at Glenmede Trust Company Philadelphia, United States
Richard J. Durso

Richard J. Durso

Director Philadelphia, United States
39.949988 -75.164596

Venue Map & Directions

map of The Union League of Philadelphia

The Union League of Philadelphia

140 S Broad St, Philadelphia, PA 19102

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