
At its inaugural event in October 2015, WealthManagement.com hosted more than 350 members of the financial services' industry's elite at the Mandarin Oriental in New York City. I was pleased to attend as a guest of Marie Swift, whose US-based firm, Impact Communications, has been providing publicity service and promotional support for both my Freddie/Fannie and Lehman books.
I especially enjoyed meeting Matt Lynch, managing partner of Strategy and Resources, LLC, a leading strategy consulting firm in the financial services industry; Dan Kern, president of Advisor Partners, a respected asset management firm serving independent advisors and their clients; Joseph Belfatto, partner of independent wealth management firm Massey Quick; Rich Santos, publisher of Rep magazine and WealthManagement.com; and fellow book author/speaker/consultant Tim McCarthy (author of The Safe Investor).
Thank you all for your interest in my work. I had a grand trip to New York City and Washington, DC, and will write more about some of the more meaningful conversations that occurred in a future blog post.
Click here to view the entire photo essay.
I especially enjoyed meeting Matt Lynch, managing partner of Strategy and Resources, LLC, a leading strategy consulting firm in the financial services industry; Dan Kern, president of Advisor Partners, a respected asset management firm serving independent advisors and their clients; Joseph Belfatto, partner of independent wealth management firm Massey Quick; Rich Santos, publisher of Rep magazine and WealthManagement.com; and fellow book author/speaker/consultant Tim McCarthy (author of The Safe Investor).
Thank you all for your interest in my work. I had a grand trip to New York City and Washington, DC, and will write more about some of the more meaningful conversations that occurred in a future blog post.
Click here to view the entire photo essay.