A BNY Veteran’s Journey: Perspective on Investment and Wealth
Registration
Registration is now closed (this event already took place).
Details
With experience at leading firms like Templeton Investments, Merrill Lynch, and BNY Mellon, Robert will provide valuable perspectives on global markets, wealth management strategies, and the evolving investment landscape. Don’t miss this opportunity to gain knowledge from an industry veteran who managed a $350 million client base before his retirement in 2022.
Dress code: business casual
Food Provided (Subway catering and drinks will be served.)