Education Luncheon: Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message April 3 | 12-1:30PM | Max Downtown | Learn More & RSVP: https://buff.ly/ggTrvpb Join us for an exclusive panel discussion tailored specifically for private wealth managers. This insightful event will feature a dynamic panel of experts, including: ? Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team #PerformanceGroup LLC ? Kate Terricciano, President of #ImageMarketingConsultants Discussion moderated by Raymond Bovich, CFA, of #WoosterSquareAdvisors #CFAHartford #FinancialProfessionalsCT #PrivateWealthManagement #PrivateWealthManagers
关于我们
CFA Society Hartford was incorporated in 1952 as a non-profit organization to serve the financial community of Greater Hartford, CT and Springfield, MA. It is affiliated with CFA Institute and it shares a common goal to promote the highest ethical and investment standards. CFA Society Hartford currently has a membership of over 700 members working in over 175 investment organizations. The mission of CFA Society Hartford is to lead the local financial community by fostering excellence in ethics, education, and community engagement.
- 网站
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https://www.hartfordcfa.org
CFA Society Hartford的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Granby，Connecticut
- 类型
- 非营利机构
- 创立
- 1952
地点
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主要
获取路线
PO Box 266
US，Connecticut，Granby，06035
CFA Society Hartford员工
动态
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X | Tweet with Us https://buff.ly/3UWKXsx #CFAHartford #FinancialProfessionals #CFANetworking
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The speaker lineup for #LIVE2025 continues to grow! #CFAInstitute is proud to introduce their next wave of impressive global leaders. May 4-7 | Chicago | Learn more and secure your spot:
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?? A BIG THANK YOU TO OUR NON-PROFIT SPONSOR: CT IFS ?? 2025 ANNUAL FORECAST DINNER | March 6 | CT Convention Center ?? April 3-Education Luncheon Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message | RSVP: https://buff.ly/RW4QFnK #CTIFS #CFAHartford #CFAForecastDinner #CFANetworking #FinancialProfessionalsCT
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?? SAVE THE DATE: Education Luncheon - Market Update with David Braun, #PIMCO April 29 | 12-1:30PM | Max Downtown | RSVP: Opens Soon! Event Info: https://buff.ly/DDwZaAu #CFAHartford #CFANetworking #FinanicalProfessionalsCT #MarketUpdate
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?? A BIG THANK YOU TO OUR CHARTER TABLE SPONSORS ?? 2025 ANNUAL FORECAST DINNER | March 6 | CT Convention Center ?? Up Next: April 3 - Education Luncheon (12PM) Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message | RSVP: https://buff.ly/vB1e4J2 #PiperSandler #CFAHartford #CFAForecastDinner #CORESpaces #CFANetworking
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?? The Future of Finance Is Unfolding – Are You Ready? Big ideas. Game-changing insights. Expert perspectives. Upcoming webinar schedule. ?? Secure your spot now! https://buff.ly/g16615I #CFAInstitute #FinancialProfessionals #PrivateMarkets
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?? A BIG THANK YOU TO OUR BRONZE SPONSORS ?? 2025 ANNUAL FORECAST DINNER | March 6 | CT Convention Center ?? Up Next: April 3 - Education Luncheon (12PM) Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message | RSVP: https://buff.ly/vB1e4J2 #GlobalX #SPDowJonesIndices #PrincipalAssetManagement #SLCManagement #CFAHartford #CFANetworking #InvestementProfessionals #CFAForecastDinner #JPMorganAssetManagement
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Education Luncheon: Wealth Management Practice Series: Identifying Target Markets & Delivering Your Message April 3 | 12-1:30PM | Max Downtown | Learn More & RSVP: https://buff.ly/ggTrvpb Join us for an exclusive panel discussion tailored specifically for private wealth managers. This insightful event will feature a dynamic panel of experts, including: ? Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team #PerformanceGroup LLC ? Kate Terricciano, President of #ImageMarketingConsultants Discussion moderated by Raymond Bovich, CFA, of #WoosterSquareAdvisors #CFAHartford #FinancialProfessionalsCT #PrivateWealthManagement #PrivateWealthManagers
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More Women in Investment Management Starts Here. We’re partnering with #GirlsWhoInvest to change some of those of the numbers. The 2025 GWI cohort will gain access to our recognized Investment Foundations Certificate, to help them build the skills to lead in finance. We recently joined GWI’s OIP Orientation, where scholars connected with their study circles and heard from our team on setting themselves up for success. A more diverse investment industry benefit everyone. Let’s make it happen! #CFAInstitute #CFAHartford #WomeninFinance #FinancialProfessionalsCT #FinancialAssets #AssetManagement #InvestmentFoundationsCertificate #LeadersinFinance #InvestmentDiversity
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