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September 2021 Chapter Meeting
September 2021 Chapter Meeting
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 […]