Virtual Fireside Chat: 3 CEOs, 3 Birds Eye Views on Wealth Management
Investors, particularly those based in the U.S., are benefitting from a large, vibrant, and diverse wealth management industry. They face a myriad of distinct options when it comes to what type of business model with which to partner, including Registered Investment Advisors, Trust Banks, and large diversified financial institutions. How can investors make the right decisions?
Join Columbia University’s Master of Professional Studies in Wealth Management program on September 21st at Noon ET for an interactive panel discussion with three industry-leading CEOs to help answer this question. The panelists will also discuss the key dynamics impacting clients and employees in the wealth management industry today.
Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.
Topics of Discussion Include:
- Key features of and differences between various wealth management business models
- Client versus employee perspectives
- Key challenges and opportunities in wealth management
Panelists
- Haig Ariyan, Head of Raymond James Global Wealth Solutions; President of Alex. Brown
- Melinda Davis, Founder and CEO, Davis Wealth Advisors
- Jeff Whitaker, President and CEO, Chevy Chase Trust
Moderated by: Philipp Hecker, Advisor for Columbia University’s Master of Professional Studies in Wealth Management program
The Wealth Management Speaker Series is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.
For questions, please contact [email protected].
For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or [email protected].
