Happy Thanksgiving from all of us at MMI! We’re thankful for all the meaningful connections we’ve made and the growth we’ve achieved together this year. Wishing you?and?your loved ones?a holiday filled with joy, warmth, and?cherished?memories!?#HappyThanksgiving
关于我们
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Driven by our promise of increasing connections, knowledge, and growth for our members, MMI is dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of MMI’s longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas. For more information, visit www.MMInst.org.
- 网站
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https://mminst.org/
Money Management Institute的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 非营利机构
- 领域
- Non-Profit Trade Association、Dodd-Frank Act Expert、Financial Industry Research和Financial Regulatory Reform
地点
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主要
获取路线
1410 Broadway
Suite 2601
US，NY，New York，10018
Money Management Institute员工
动态
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Exciting News????Enrollment for Executive IQ is open! Hear from Executive IQ graduate Susanne Russotto, CIMA (AllianceBernstein) as she covers the program's flexible 'go-at-your-own-speed' curriculum, impressive roster of Darden professors, immersive hands-on class lessons and projects, and the in-person experiences at University of Virginia Darden School of Business. ? Ready to reinvigorate your career? If you or someone you know is interested, visit?https://lnkd.in/gF5DxhXB?or email?[email protected]?to learn more. #MMIExecutiveIQ #ProfessionalDevelopment #LeadershipDevelopment #InvestmentManagement #WealthManagement #AssetManagement
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Mark your calendar! Join us in Fort Lauderdale, Florida on March 27-28 for the 2025 #MMISummit. Our annual leadership event brings together senior business leaders from asset managers, wealth managers, and solutions providers. Co-chaired by Annie Brown of T. Rowe Price and Jay Link of Bank of America Merrill Lynch, this is an event you’ll want to attend. #InvestmentManagement #AssetManagement #WealthManagement?
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This Thanksgiving, we would like to thank the MMI community for contributing to the 2024 MMI Annual Conference – our largest event to date! Many meaningful connections and discussions took place, and countless memories were made. We hope you enjoy this video of our favorite moments, and we encourage you to download the following deck of photos featured in the video, save the photos, and reshare them with your network: https://lnkd.in/eK8zxCpk Ps. Mark your calendar for next year’s Annual Conference in Washington DC on October 15-17, 2025! #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement Co-Chairs: Kara Julian and Brad Jung CIMA? CPWA? AIF? Planning Committee: Brad Baker, Carlos Barbosa, CIMA?, Elizabeth Bucalo, Donna Castellano, CIMA?, CMFC?, Matt Feeney, CFA, Kara Grehan, Hunter Hager, Anita Heisl, Gregory Klobucar, CFA, Dan Moorman, Tony Pacheco, CIMA?, CETF?, Steve Pike, Brendan Powers, CFA, Grace Reilly, Tatyana Ryabchenko, Rajesh Sharma, Amy Stern, Adam Tabor, Wesley Williams, CIMA ?, Chris Wilson, and Ashley Wood, CFA
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Stephen L. Patrickakos, CFA, CIMA?, Managing Director, Head of Traditional Investments, Bank of America Merrill Lynch led a breakout session at the #MMIAnnualConference about optimizing product offerings amidst the industry shift to #UMA and #UMH. During the event, he also spoke with Nathan DiCamillo of FundFire about his firm’s plans to increase its #SMA offering by at least 50% over the next 3-5 years. Thanks for joining us, Stephen, and thanks for covering the story, FundFire! #assetmanagement #wealthmanagement #investmentmanagement
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Money Management Institute Chair, Board of Governors, Anne Steer of Congress Asset Management discusses the impact that you or someone you know could have on an emerging leader's career. ? Start making that impact today! Volunteer to become a Leadership Pathway mentor -?https://lnkd.in/eXiMHB-b ? #MMILeadershipPathway #ProfessionalDevelopment #LeadershipDevelopment #InvestmentManagement #WealthManagement #AssetManagement #Mentor #Mentorship
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The Gateway Foundation is excited to announce the addition of our newest Gateway Board of Trustees member, Christopher Waters of Adhesion Wealth Advisor Solutions. ? Christopher is a seasoned and influential leader in investment management, with over two decades of expertise across relationship management, product innovation, and strategic growth. In his current role as Director and Head of Asset Manager Relations of Adhesion Wealth, he plays an instrumental role in advancing integrated managed account solutions, empowering advisors with cutting-edge tools to enhance client outcomes and elevate wealth management standards. Christopher has built a career centered on fostering meaningful relationships and crafting tailored solutions that drive both business success and client satisfaction. His extensive experience with asset management firms, RIAs, and broker-dealer firms has made him a trusted voice and respected advisor in the industry. ? The Gateway Foundation is honored to have Christopher on the Board of Trustees with such an esteemed and rich professional profile. #MMIGateway #DEI #GatewayTrustee
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Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Paige Custardo on how this impacted her career journey. Only 13 days to go, donate now: https://lnkd.in/eEjXWz5g? #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment??
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Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Daphne Mendoza Tristan on how this impacted her career journey. Only 19 days to go, donate now: https://lnkd.in/eEjXWz5g? #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment??
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Congratulations to SMArtX Advisory Solutions for winning the MMI/Barron's Technology/Solutions Provider of the Year Industry Award! Your manager-sponsored, no-fee strategist platform, SMArtY is truly empowering advisors and transforming the industry.? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Brad Haag
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