10times
Conference

Private Wealth SouthEast Forum

21 Apr 2021 Add To Calendar
The Commerce Club - Atlanta, Atlanta, USA
About Followers 18 Reviews Exhibitors Photos Speakers 10 Travel Deals
Speakers (Dec 2015)
Speaker
Jim Adams

Jim Adams

at Innisfree Investments LLC at Dallas Area Rapid Transit Dallas, USA
Speaker
Thomas Frank

Thomas Frank

Executive Vice President, Northern California Regional Manager at Whittier Trust Company San Francisco, USA
Speaker
Mark Guinney

Mark Guinney

Managing Director at The Presidio Group LLC San Francisco, USA
Speaker
Bret Magpiong

Bret Magpiong

Chief Financial Officer/Managing Director - Family Office Services at Aspiriant Los Angeles, USA
Speaker
Judy Morrill

Judy Morrill

Managing Director at Silvercrest Asset Management Group Washington DC, USA
Speaker
Morris Noble, CFA, CAIA

Morris Noble, CFA, CAIA

Senior Vice President at Northern Trust San Francisco, USA
Speaker
Whitney Solcher, CFA

Whitney Solcher, CFA

Shepherd Kaplan, LLC at Shepherd Kaplan LLC San Antonio, USA
Speaker
Michelle Watson

Michelle Watson

Chief Investment Officer at First Republic Bank San Francisco, USA
Speaker
Jeanie Wyatt, CFA

Jeanie Wyatt, CFA

CEO & Chief Investment Officer at South Texas Money Management, Ltd. San Antonio, USA
Speaker
Stephanie Zaffos

Stephanie Zaffos

Director of Trust and Estate Planning, Convergent Wealth Management at Convergent Wealth Advisors San Francisco, USA