Boston, MA

Thank you for attending Wealth Management 2008.
Please email your suggestions/wishlists to WMC@wbresearch.com

Wealth Management Congress was a 3-day exclusive event specially descigned for senior level executives of wealth management management firms to discuss issues and challenges faced by the industry in today's volatile market. By all accounts, the event was a great success and we are already working on next year's program. At this time, we welcome any feedback/suggestions for the 2010 conference. Please email us at WMC@wbresearch.com

Speakers at the event included:

Stan Kelly
President of Wealth Managemnt
Wachovia Corporation
Richard Franchella
Senior Managing Director
Private Client Group
RBC Dain Rauscher
Jamie McLaughlin
Managing Director
Convergent Wealth Advisors
Darrell B. Jackson
Deputy Head of Private Client Services
The Northern Trust Company
 

Register here for the 2010 event at 2008 prices!*
Offer valid for Wealth Management institutions only.

Opportunities for Wealth Management Congress 2010:

For marketing opportunities, please contact Delnaz Bhopti at 646-200-7445 or email her at Delnaz.Bhopti@wbresearch.com

For sponsorship opportunities, please contact Paul Massoud at 646-200-7490 or email him at PMassoud@wbresearch.com

 



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