07.17.2024
Ryan P. Tracy Speaking at Private Wealth Mountain States Forum 10/29
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
On Thursday, October 22nd, Marquette will be participating in, “RESILIENCE: Thriving in Extraordinary Times,” a virtual forum hosted by The Family Wealth Alliance.
Samantha Grant will be participating in a panel entitled, “Diversity in Family Wealth: Hiring the Future Advisor,” which will explore the role of an advisor shifting more toward helping than selling and, through that lens, how firms can recruit and hire diverse candidates in the family wealth sphere.
For more information, please visit the event webpage.
07.17.2024
On Tuesday, October 29, Ryan P. Tracy, CFP® will be speaking at the 8th Annual Private Wealth Mountain…
07.30.2024
On Thursday, September 5, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by…
07.25.2024
On Tuesday, August 14, Evan Frazier, CFA, CAIA will be speaking at the 8th Annual Private Wealth…
05.09.2024
On Wednesday, July 24, Ryan P. Tracy, CFP® will be speaking at the Denver Private Active Exchange hosted…
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…
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