Venue
The University Club
The University Club, 1 W 54th St, New York, NY 10019, USA

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Event Date Wed Oct 25 ADT (about 1 year ago)
In your timezone (EST): Tue Oct 24 11:00pm - Tue Oct 24 11:00pm
Location The University Club
1 W 54th St, New York, NY 10019, USA
Region Americas
Details

The agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere all about reconnecting with old friends, celebrating milestones, and making new friends.

Speakers

2023 Speakers

Greg Boyle
Chief Growth Officer, Founding Partner, Pallas Capital

Michael Cocco
Beacon Wealth Partners, In Alliance W/ Equitable Advisors

Robert Conzo
Ceo & Managing Director, Wealth Alliance

Robert Gilman
Managing Director, Jp Morgan

Ron Kruszewski
Ceo, Stifel

Eden Lopez-robles
Managing Director, Rbc Wealth

Leslie Schwartz
Managing Director, Rbc Wealth

Paula Steinberg
Managing Director, Rbc Wealth