Private Wealth Managers, Succession Plans: Handing Off the Baton 2019 | CFA Institute | 17 October 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 Oct 17 ADT (about 5 years ago)
In your timezone (EST): Thu Oct 17 4:30pm - Thu Oct 17 7:00pm
Location CFA Society
1540 Broadway #1010, New York, NY 10036, USA
Region Americas
Details

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice or firm.

Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable insights on both aspects.

Speakers

2019 Speakers

Anthony Cecchini, CFP, J.D.
Principal, JMG Financial Group

Matt Crow, CFA, ASA
President, Mercer Capital

Karl Heckenberg
President and CEO, Emigrant Partners

Brooks Hamner, CFA, ASA
Vice President, Mercer Capital

Steven Levitt
Founder & Leader, Park Sutton Advisors

Sonya Mughal, CFA
Co-Portfolio Manager, Bailard

Elizabeth Nesvold

Erin Sikorski, CFP
Chief Executive Officer, The Wellington Group

Scott Slater
Vice Presiden - Practice Management & Consulting, Fidelity Custody & Clearing Solutions