Private Wealth Management Group Meeting (New York City) 8 Oct 2019
CFA Society New York are hosting another of their Private Wealth Management Group Meetings this October 8th in New York City. The group aims to enrich and enable the financial professionals attending to meet the current needs of private clients and assist them with staying up to date on the knowledge and professionalism necessary when serving such clients. Group members will be made up of those working in portfolio management, investment advisory, investment research, firm leadership and financial planning. The agenda will include investment strategy, communication and implementation.