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EVENT Oct. 17, 2019: CFA Society New York Schedules Private Wealth Managers, Succession Plans - Handing Off the Baton
August 29, 2019
NEW YORK, Aug. 29 -- CFA Society New York will host Private Wealth Managers, Succession Plans - Handing Off the Baton, Oct. 17:

Agenda and Speaker:

Observations - Wealth Management Succession Ecosystem & Options

Speaker: Scott Slater, Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions

* * *

Speakers:

- Matt Crow, CFA, ASA, President, Mercer Capital

- Steven . . .

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