Independent & Wirehouse Business Models 2019 | CFA Institute | 11 July 2019 | CFA Society, 1540 Broadway #1010, New York, NY 10036, USA

Venue
CFA Society
CFA Society, 1540 Broadway #1010, New York, NY 10036, USA

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Event Date Thu Jul 11 ADT (over 5 years ago)
In your timezone (EST): Thu Jul 11 4:30pm - Thu Jul 11 7:00pm
Location CFA Society
1540 Broadway #1010, New York, NY 10036, USA
Region Americas
Details

The wealth management ecosystem has evolved over the past decade, offering an assortment of different business model platforms for private wealth advisors. These include traditional wirehouses and independent broker-dealers, to independent RIAs, as well as the RIA aggregator and network platforms to support them. With the rules of engagement set in a balanced manner, CFA Society New York is hosting this event as a neutral arena for discussion. Private Wealth practitioners can gain a better understanding of the debate and join in the conversation.

Speakers

2019 Speakers

Todd Eklund
CFA, CAIA

William Trout
Head of Wealth and Asset Management, Celent, a division of Oliver Wyman

Louis Diamond
Executive Vice President, Diamond Consultants

Dennis Gallant
Senior Analyst, Wealth & Asset Management, Aite Group

Charles Smith
Head of Product Innovation, Wealth & Asset Management Advisory, Ernst & Young

Greg O’Gara
Senior Analyst, Wealth Management, Aite Group

Steve Mayrose
CFA, CFP, Financial Advisor & Portfolio Manager, Morgan Stanley Wealth Management

Mark Tibergien
Chief Executive Officer – BNY Pershing Advisor Solutions

Abby Salameh
Chief Marketing Officer – HighTower

Phil Fiore
CIMA, CRPC, Chief Executive Officer, Procyon Partners

Michael Reuben
CFA, CAIA, CFP