Private Wealth Management

Women & Wealth Discussion with Sallie Krawcheck

Thursday, September 26 | 5:30 PM - 8:00 PM

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Overview

CFA Society New York is welcoming Sallie Krawcheck, Founder & CEO of Ellevest, as well as former CEO of Merrill Lynch Wealth Management, to provide a keynote address describing her experience in the finance world!

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | OPENING REMARKS

Stephen Mayrose, CFA, CFP, Financial Advisor & Portfolio Manager, Morgan Stanley Wealth Management


6:05 PM | KEYNOTE SPEAKER

Sallie Krawcheck, CEO, Co-Founder, Ellevest


7:00 PM |  Q&A


7:15 PM |  CLOSING REMARKS

Kelly Ye, CFA, Director of Research at IndexIQ,


7:20 PM | NETWORKING & CATERED RECEPTION

Additional Details

Host Group