Wealth Management Executive Forum - New York 2017 | WealthManagement.com | 11 October 2017 | Plaza Hotel , 768 5th Avenue, New York, NY 10019, United States
Venue
Plaza Hotel
Plaza Hotel , 768 5th Avenue, New York, NY 10019, United States
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| Event Date | Wed Oct 11 EDT (about 7 years ago) |
| Location |
Plaza Hotel
768 5th Avenue, New York, NY 10019, United States |
| Region | Americas |
Details
Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success. It has as been expanded to include an afternoon program filled with keynote speakers, CEO panel discussions and breakout sessions covering prevalent issues around technology, asset management, broker/dealers and marketing — followed by our evening industry awards gala. Over 350 professionals attended the galas in 2016.
Speakers
T. Neil Bathon
Managing Partner, Fuse Research
Valerie G. Brown
Executive Chairman, Advisor Group, Inc.
Megan Carpenter
CEO & Co- Founder, FiComm
Mark Casady
Co-Founder, Vestigo Ventures
Susan Lundquist
Chief Marketing Officer, TruValue Labs
Matt Lynch
Managing Partner, Strategy & Resources, LLC
Robert Moore
Chief Executive Officer, Cetera
Tom Moysak
CEO, Xtiva Financial Systems, Inc.
Kimberly Sanders
Director, Business Consulting Services, Charles Schwab & Co
Jeff Schwantz
Head of Client Solutions, Morningstar, Inc.
Jonathan Stern
CFA and Managing Director, Berkshire Capital
Susan Theder
Executive Vice President, Chief Marketing Officer, Advisor Group, Inc.
Kelly Waltrich
Head of Marketing and Communications, eMoney Advisor
Timothy D. Welsh, CFP®
President, CEO and founder of Nexus Strategy, LLC
Sponsors & Partners
riskalyze
Russell Investments
CIBC
Atlantic Trusts Private Wealth Management
Advisor Group