Venue
The Union League of Philadelphia
The Union League of Philadelphia, 140 South Broad St Philadelphia, PA United States 19102

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Event Date Thu Oct 12 EDT (about 7 years ago)
Location The Union League of Philadelphia
140 South Broad St Philadelphia, PA United States 19102
Region Americas
Details

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.

Speakers

2017 Speakers:

Donald Marchesiello
Managing Director, Global Head of Traditional Investments
Citi Bank

Jeffrey Mills
Managing Director, Chief Investment Strategist
Hawthorn PNC Family Wealth

Tony Roth
Chief Investment Officer
Wilmington Trust

David Citron
Chief Investment Officer
WMS Partners

Steve Skancke
Chief Investmentk Strategist
Keel Point Advisors

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

Bob French
Direct of Investment Analysis
McLean Asset Management

Michael Mattise
Chief Investment Officer
Radnor Financial Advisors

Katrina Lamb
Director of Investment Strategy and Research
MV Financial

Matt Topley
Chief Investment Officer
Fortis Wealth

Ryan Crooks
Investment Manager, Investment Committee Member
Roffman Miller Associates

Ryan Payne
President
Payne Capital Management

John Elmes
Executive Managing Director
Pathstone Federal Street

Greg Miller
CEO & Co- Chief Investment Officer
Wellesley Investment Advisors

Stuart Caplan
Chief Investment Officer, Partner
Apex Financial Advisors

Sponsors & Partners

2017 Sponsors:

Allianz Global Investors
Delaware Investments
ETF Securities
First Trust
FS Investments
HSBC Global Asset Management
Lincoln Financial Group
Loomis Sayles
LSV Asset Management
New Spring Capital
Riskalyze
Segall Bryant & Hamill
Tradeweb| Direct
Transamerica
Wellesley Asset Management