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September 2021 Chapter Meeting
September 10, 2021 @ 9:00 am - 10:30 am
Overview:
Topic: Today’s HNW Investor: Understanding and Addressing the Multi-Generational Opportunity
Speaker: Rob Matella, Goldman Sachs Asset Management
Featured Partner: Mackenzie Farwell, Axio Financial
Venue: Webinar
About the Speaker:
Rob Montella Vice President, Business Practices. Rob serves as a Senior Strategist in Business Practices’ for GSAM’s Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors’ business efficiency and productivity. Prior to joining Goldman Sachs, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.
Cost: Members $25, Non-members $75, Student $10
Registration: Save The Date