Private Wealth Mid-Atlantic Forum | Markets Group | 12 October 2017 | The Union League of Philadelphia, 140 Broad St. Philadelphia, PA United States 19102140 Broad St. Philadelphia, PA United States 19102

The Private Wealth Mid-Atlantic Forum is designed to bring together more than 100 capital allocators and wealth managers from Pennsylvania, New Jersey, D.C., Maryland, Virginia and Delaware for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

Douglas Getty
Regional Chief Investment Officer
Abbot Downing

David Citron
Chief Investment Officer
WMS Partners

Steven Skancke
Chief Investment Strategist
Keel Point

Erich Hickey
Vice President and Chief Investment Strategist
Drexel Morgan Capital Advisers

Donald Robinson
Co-Chief Investment Officer
Palladiem

James McGrath
Director of Research
Forbes Family Trust & LGL Partners

Mark Luschini
Chief Investment Strategist
Janney Montgomery Scott

Michael Mattise
Chief Investment Officer
Radnor Financial Advisors

Patricia Schneider
Senior Portfolio Manager
Middleton & Company

Michael Miller
Co-Chief Investment Officer
Wellesley Investment Advisors

3sisters
Allianz Global Investors
Delaware Investments
FS Investments
First Trust
HSBC
LOOMIS SAYLES
riskalyze
Segall Bryant & Hamill
Tradeweb direct
Wellesley Asset Management