Exclusive Interviews from the Sidelines: Private Wealth US Retreat

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Exclusive Interviews from the Sidelines: Private Wealth US Retreat

The Private Wealth US Retreat brought together over 200 industry leaders and professionals to shape the future of wealth management. This exclusive event served as a dynamic platform for exchanging ideas, fostering collaboration, and networking among the brightest minds in finance.

May 21, 2024
Markets Group

Tags: Chief Investment Officers, CIO, financial planners, independent financial advisors, private wealth, Private Wealth Event, Private Wealth Forum, RIA, RIAs, wealth management

Over the three-day event, attendees engaged with thought-provoking speakers, participated in dynamic panel discussions, and attended informative workshops. The agenda was curated to provide the latest trends, challenges, and best practices in the global wealth landscape. See our event photos here.

We captured exclusive interviews on the sidelines of the event to gain valuable perspectives from the leading voices in private wealth management. Click the links below:

Jeff Krumpelman, Chief Investment Strategist at Mariner
Alan Zafran, CEO of IEQ Capital
Sarah Yeung, Head of Operational Diligence for Alternatives at Hightower Advisors
William Pusey Jr., Found of CrossGrain Family Investments
Garbielle Mollick of Mercer Advisors
Rafia Hasan, Chief Investment Officer at Perigon Wealth Management
Jacqueline “JaQ” Campbell, CEO of Alexander Legacy Private Wealth