Private Wealth Management Summit

The future of Private Wealth Management is here! The upcoming Summit is an invitation-only, premium event that connects investors with managers and consultants. Wealth Management Professional Liam Kirk shares the details:

June 10-12, 2024, the Private Wealth Management Summit will take place at Encore Boston Harbor in Boston, MA.  This event is invite-only; with an exclusive roster of professionals set to be in attendance.  As a rising Wealth Management Professional, Liam Kirk is excited to see what will develop from this event!  The Summit is expected to be a premium networking opportunity for private wealth management investors to connect with professionals in the management side of the venture.  The focus of the Summit is set to center around key investment challenges, recent market developments and strategies shared by successful pioneers in the sphere.  Progressive ideas in finance will be shared at this one-of-a-kind event.  The event celebrates 40 years in 2024 and will feature compelling presentations from Jeffrey Heisler (Partner, Managing Director of TwinFocus), J.R. Patel (Managing Partner of JMS Family Office), Alan Zafran (Co-CEO, Founder of IEQ Capital) and Steve Kaseta (Chief Investment Officer (CFO) of HRS Management).  Kirk is most looking forward to interactive sessions led by pioneers in the wealth management sphere.  The Summit is developed and organized by Marcus Evans; an event agency that specializes in producing premium business events.