Private Wealth Management

About This Group

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice. The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
Join Group

Chair: Stephen Mayrose, CFA,CFP

Vice Chair: Andrew King, CFA

Vice Chair: Michael Reuben

Immediate Past Chair: Ravi Chandran, CFA

Join the CFANY PRIVATE WEALTH MANAGEMENT GROUP on LinkedIn. NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs. The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.
Jan 08
Feb 19

Private Wealth Management Group Meeting

February 19, 2019 @ 6:00 PM - 7:30 PM
Mar 12
Apr 09
May 14
Jun 11
Jul 09
Aug 13
Sep 10

Private Wealth Management Group Meeting

September 10, 2019 @ 6:00 PM - 7:30 PM
Oct 08
Nov 12

Private Wealth Management Group Meeting

November 12, 2019 @ 6:00 PM - 7:30 PM
Private Wealth Management Group Videos

Upcoming Events & Meetings

Jan 08

Private Wealth Management Group Meeting

January 8, 2019 @ 6:00 PM - 7:30 PM
Feb 19

Private Wealth Management Group Meeting

February 19, 2019 @ 6:00 PM - 7:30 PM
Mar 12

Private Wealth Management Group Meeting

March 12, 2019 @ 6:00 PM - 7:30 PM
Apr 09

Private Wealth Management Group Meeting

April 9, 2019 @ 6:00 PM - 7:30 PM
May 14

Private Wealth Management Group Meeting

May 14, 2019 @ 6:00 PM - 7:30 PM
Jun 11

Private Wealth Management Group Meeting

June 11, 2019 @ 6:00 PM - 7:30 PM
Jul 09

Private Wealth Management Group Meeting

July 9, 2019 @ 6:00 PM - 7:30 PM
Aug 13

Private Wealth Management Group Meeting

August 13, 2019 @ 6:00 PM - 7:30 PM
Sep 10

Private Wealth Management Group Meeting

September 10, 2019 @ 6:00 PM - 7:30 PM
Oct 08

Private Wealth Management Group Meeting

October 8, 2019 @ 6:00 PM - 7:30 PM
Nov 12

Private Wealth Management Group Meeting

November 12, 2019 @ 6:00 PM - 7:30 PM