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.
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Chair: Stephen Mayrose, CFA,CFP

Vice Chair: Andrew King, CFA

Immediate Past Chair: Ravi Chandran, CFA


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.

Private Wealth Management Group Videos

Upcoming Events & Meetings

Sep 11

Private Wealth Management Group Meeting

September 11 @ 6:00 PM - 7:30 PM
Oct 16

Private Wealth Management Group Meeting

October 16 @ 6:00 PM - 7:30 PM
Nov 13

Private Wealth Management Group Meeting

November 13 @ 6:00 PM - 7:30 PM
Dec 11

Private Wealth Management Group Meeting

December 11 @ 6:00 PM - 7:30 PM