Marquette Speaking at Family Wealth Alliance Virtual 2020 Alliance Fall Forum 10/22

September 22, 2020

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.

Related Content

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…

07.30.2024

Ryan P. Tracy Speaking at Portfolio Summits Colorado RIA Summit 9/5

On Thursday, September 5, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted by…

07.25.2024

Evan Frazier Speaking at Private Wealth Midwest Forum 8/14

On Tuesday, August 14, Evan Frazier, CFA, CAIA will be speaking at the 8th Annual Private Wealth…

05.09.2024

Ryan P. Tracy Speaking at Titan Investors Denver Private Active Exchange 7/24

On Wednesday, July 24, Ryan P. Tracy, CFP® will be speaking at the Denver Private Active Exchange hosted…

08.09.2023

Ryan P. Tracy Speaking at Colorado RIA Summit 9/28

On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…

06.30.2023

Ryan P. Tracy Speaking at Private Wealth Mountain States Forum 9/21

On Thursday, September 21, Ryan P. Tracy, CFP® will be speaking at the Private Wealth Mountain States Forum…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >