11.29.2023
Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
On May 18th and 19th, Aimee O’Connor, CFP® will be speaking at the Naples Family Office & Wealth Management Symposium hosted by Geneva Consulting Group in Naples, Florida.
Aimee will be participating in two panels. The first, “Best Practices in Family Office & Wealth Management” will take place on Wednesday, May 18th, and the second, “Successful Marketing Strategies for the Family Office & Wealth Management Industry,” will take place on Thursday, May 19th. An owner of the firm, Aimee serves as the primary consultant on several endowment, high net worth, and family office relationships at Marquette.
Geneva’s Family Office & Wealth Management Symposium provides pertinent information and ideas from industry-leading practitioners to attendees. For more information, please visit the event webpage.
11.29.2023
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
07.31.2023
Announced July 31, Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power…
08.09.2023
On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…
06.30.2023
On Thursday, September 21, Ryan P. Tracy, CFP® will be speaking at the Private Wealth Mountain States Forum…
04.27.2023
On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI, jointly hosted by the CFA…
02.21.2023
Published today, Senior Research Analyst Amy Miller was named to Kayo Conference Series’ Top 23 in’23: Midwest Women…
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