|Event Date||Tue Jun 29 EDT (4 months ago)|
The CNBC Financial Advisor Summit brings together forward-thinking advisors to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm. The mid-year virtual conference will feature discussions on how to leverage the firm’s succession plan as a marketing strategy; how to bolster the firm’s cyber defenses; and how to recruit and train the next generation of great financial advisors. Plus the latest on the markets and the economy from CNBC’s signature guest speakers.
CIO and Portfolio Manager of Ariel Investments.
Chief Executive Officer of Omega Advisors.
Tim Kochis, CFP
Special Advisor at Devoe & Company.
Apex Financial Services Owner and President
Chief Executive Officer of FCI.
Chief Distribution Officer at Northwestern Mutual.
Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley.
Professional Poker Player and Broadcaster.
Mark A. Pitre
Financial Planner and Principal of California Financial Advisors.
Social media influencer, Serial Entrepreneur and Operating Partner at Animal Capital.
Chief Marketing & Business Development Officer at Twenty Over Ten.
Founder and Chief Investment Officer of Seymour Asset Management.
Co-Founder and Managing Director of Sun Group Wealth Partners.
Director and Portfolio Manager at Bank of America Corporation.
Andrew Jacobs van Merlen
Portfolio Manager, T. Rowe Price.
Head of Research & Strategy, Global X ETFs
Director of Investments and Chief Investment Strategist, RiverFront Investment Group
Global Head of ESG Portfolio Management, Goldman Sachs Asset Management
Portfolio Manager, T. Rowe Price
Chief Risk Officer at Build America Mutual
Frank A. Magnani
Interactive Brokers Global Institutional Sales - RIAs, Hedge Funds, Broker Dealers
2021 Sponsors and Partners
• Interactive Brokers
• Alfa Romeo
• T-Mobile for Business
• Alliance for Lifetime Income
• J.P Morgan