TBA, Columbus

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Event Date Thu Nov 17 AST (in 10 months)
In your timezone (EST): Thu Nov 17 4:00pm - Thu Nov 17 4:00pm
Location TBA
Region Americas

The Annual Private Wealth Ohio Forum is designed to bring together more than 75 capital allocators and wealth managers from the area 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 global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


2021 Past Speakers

Travis Upton
Chief Investment Officer, The Joseph Group

Woody Uible
Principal, Bartlett Wealth Management

Alan Lenahan
Managing Principal, Deputy CIO, Head of Research, Fund Evaluation Group

John Melville
Investment Manager, Foster & Motley

Jeff (Shengde) Liu
Director, Portfolio Management, Hamilton Capital Management Inc

Norm Cook
President and Chief Executive Officer, Wealthstone

Michael Robinson
Executive Vice President, Huntington Private Bank

Jim Spreng
Founder, Chief Investment Officer, Spreng Capital Management, Inc.

Marc A. Zabicki
President and Chief Investment Officer, Bower Hill Capital Management LLC

Michael Fickell
Co-Founder, Chief Investment Officer, FC Wealth Solutions

Christian Hviid
Vice President, Senior Investment Strategist, Wells Fargo Private Bank

Doug Johnson
Senior Wealth Strategist, HCM Wealth Advisors

Jamie Menges
Principal, PDS Planning

Clint Edgington
Partner, Beacon Hill Investment Advisory

Peter Franz
Chief Investment Officer and Advisor, Beacon Financial Partners

Adam Koos
President, Libertas Wealth Management

Russell Covarrubia
Managing Director, Covarrubia Family Office

Jill Wood
Chief Executive Officer, Freewood Private Wealth Management