Venue and Date 2009 TBD

Thank you for attending Wealth Management 2009.
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 2009 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 2009 event at 2008 prices!*
Offer valid for Wealth Management institutions only.

Opportunities for Wealth Management Congress 2009:

For speaking opportunities, please contact Beth Kuntz at 646-200-7549 or email her at beth.kuntz@wbresearch.com

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