7th Annual Private Wealth East Fall Forum 2023 | Markets Group | 19 October 2023 | The University Club of New York, 1 W 54th St, New York, NY 10019, US

This event is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across the Tri-State.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2022 (Past) Speakers

Kate Ottino
Managing Director, Seven Bridges Advisors

Jonathan Bergman
President, TAG Associates

Cameron Dawson
Chief Investment Officer, NewEdge Wealth

Eric Mancini
Director of Investment Research, Traphagen Financial Advisors

Michael Steiner
Partner, Wealth Advisor, RegentAtlantic

Wayne Yi
Director, Head of Manager Research, Simon Quick Advisors

Jeff Gitterman
CEO, Gitterman Asset Management

Daniel Kern
Chief Investment Officer, TFC Financial Management

David Carter
Managing Director, Investment Specialist, JP Morgan

Jack Salzman
Director of Fundamental Research, Wealth Enhancement Group

Alvina H. Lo
Chief Wealth Strategist, Wilmington Trust

Natalia Tchetchoulina
Partner, Cerity Partners

Emily Green
Director of Private Wealth, Ellevest

Ryan Connor
Manager of Investment Research, GM Advisory Group

Patrick Huang
Director of Investments + Wealth Management, Source Financial Advisors

Makiko Coakley
Investment Director, Endeavor Family Office

JR Raebiger
Managing Director and Senior Wealth Advisor, Waldron Private Wealth

Patrick McGowan
Managing Director, Head of Alternative Investments, Sanctuary Wealth