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
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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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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As we reflect on last month’s incredible #MMIAnnualConference, we want to thank our Partners, Sponsors, and Exhibitors again for helping to make the event a success! The conference experience would not have been the same without their support. #InvestmentManagement #AssetManagement #WealthManagement ? Titanium Partner: InvestCloud, Inc. Platinum Partners: BNY Broadridge Cerulli Associates Envestnet, Inc Cobalt Partners: BNY Archer Charles River Development SMArtX Advisory Solutions Vestmark Gold Sponsor: AssetMark | Silver Sponsor: S&P Dow Jones Indices | Bronze Sponsors: ISS Market Intelligence and MyVest Opening Reception Sponsor:?Morningstar?Wealth Night Two Reception Sponsors: Allspring Global Investments Dimensional Fund Advisors Horizon Investments? Merrill Lynch, a Bank of America company Hotel Key Card Sponsor: BNY Archer | Wifi Sponsor: Jackson Sponsor: DOOR Ventures Inc. Exhibitors: Alpha FMC IMTC Linedata SEI YCharts? 2024 Media Sponsor: FundFire MMI Diversity, Equity, & Inclusion Pioneer Sponsor: Invesco US QQQ MMI Diversity, Equity & Inclusion Sponsor: Horizon Investments?
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Kudos to Adhesion Wealth Advisor Solutions for winning the MMI/Barron's Industry Award for Digital Innovation among technology/solution providers! The Adhesion Model Marketplace is a platform providing financial advisors with access to a wide range of investment models and strategies. The marketplace offers over 4,000 models from nearly 500 institutional asset managers!? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Christopher Waters Barrett Ayers
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MMI has some exciting news to share! We’re thrilled to announce that MMI’s Thrive branding campaign has won Silver in the 2024 Summit Creative Awards! Selected from over 3,700 entries worldwide, Thrive's branding showcases our commitment to creative innovation and excellence. ? A huge thank you to our talented AVP, Graphic Designer, Eric Benoit, and the entire Thrive team: Arlen Oransky, Kelly Caporale, Robbie Cannon, Josephine Orsini - for their collaborative spirit and relentless dedication. ? This is the second award for the Thrive brand this year! Last month, it received an honorable mention from the prestigious Graphis 2025 International Design Awards. These achievements demonstrate MMI's focus on pushing boundaries and creating impactful work.?https://lnkd.in/eKXJ8zhv ? #ThriveWithMMI #SummitAwards #SummitCreativeAward #CreativeExcellence #DesignExcellence
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Congratulations to Cohen & Steers’ Real Assets Compass for winning the MMI/Barron's Industry Award for Digital Innovation among asset manager firms! This interactive tool is designed to help financial advisors and institutional investors enhance their portfolio’s risk-return profile by incorporating real estate investments.? https://lnkd.in/eUHvKDTw #MMIIndustryAwards?? ? Paul Zettl
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