The Wealth Management Congress was designed specifically for senior level executives across the wealth management industry. This two day discussion forum for global, national and regional Private Banks, Boutique Firms, Trust Companies and Asset Management Institutions provides strategies and solutions to:
Why attend the Wealth Management Congress?
More content than any other conference: Focusing on People, Platforms, Processes and Products to optimize your wealth management practice
Learn from 33+ industry thought leaders to improve your market share through client acquisition and retention tactics
Special focus day on Advisor Hiring, Training And Retention to ensure you find and keep the best advisors
Focused tracks on customer experience and portfolio management to ensure you customize your conference experience and gain insight on your particular challenges
C-level panels addressing technology, integration and visibility challenges to provide you competitive intelligence on how senior management across leading banks aim to optimize their services
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Who will you hear from at the Wealth Management Congress? |
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Stan Kelly
President of Wealth Management
Wachovia Corporation
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Lee J. Woolley
President, Northern Trust Massachusetts
The Northern Trust Company |
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Edward J. Orazem
Managing Director
Citi Family Office |
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Stasia Washington
Senior Vice President
Director of Sales
Union Bank of California |
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Rick Capozzi
Managing Director, National Sales
Manager, Global Wealth Management
Morgan Stanley |
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For speaking opportunities, please contact Beth Kuntz at 646-200-7549 or email her at beth.kuntz@wbresearch.com
For marketing opportunities, please contact Delnaz Bhopti at 646-200-7445 or email her at Delnaz.Bhopti@wbresearch.com
For sponsorship opportunities, please contact David Fippinger at 646-200-7480 or email him at David.Fippinger@wbresearch.com
