Marie Swift, Dr. Oonagh McDonald and Matt Lynch
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.
RSS Feed