The Private Wealth Management Group Meeting will take place at the CFA Society New York on Tuesday the 10th of September. The meeting will run between 6:00pm - 7:30pm. The meeting serves to equip finance professionals with the knowledge they need on how to best meet the needs of private clients. CFA members who manage asssets for themselves and for individuals are welcome to the meeting. CFANY group members professional practices include: investment research, financial planning, portfolio management and investment advisory.

Conference website