08.14.2026
Patrick W. Wing Speaking at National Public Pension Fund Association National Round Table Conference 2026 8/25
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
Announced July 31, Partner Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power List.
Glenn was selected by The Daily Record’s editorial leadership team with input from members of the community for the list, which is composed of significant, influential, and respected leaders in Maryland’s banking and financial services industries.
Read the full list and profile on The Daily Record’s website.
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
05.14.2026
On Thursday, August 13, Evan Frazier, CFA, CAIA will be speaking at the 10th Annual Private Wealth Midwest…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
07.30.2026
On Tuesday, August 4, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System…
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