Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
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 |
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.
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