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Title

Managing Wealth in a Repressive Return Environment: A Panel Discussion

Event Description

TXWSW and the CFA Society San Antonio presents:

Managing Wealth in a Repressive Return Environment –
a Panel Discussion




Scott R. McMillian, CPA, CFP, CEO Sendero Wealth Management
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Jeanie Wyatt, CFA, CEO & CIO, South Texas Money Management
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Whitney E. Solcher, CFA, President, San Antonio Capital Management LLC
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Colleen W. Dean, CFP, Managing Director, JP Morgan
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Carolyn Pope, CFP, Vice President, Neuberger Berman
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Click the link below for more information:

Event Type

Society

Education Topic

Portfolio Management; Private Wealth Management

Start Time

2/22/2013 12:00 PM

End Time

2/22/2013 1:30 PM

City

San Antonio

State/Province

Texas

Event Country

USA

Event Region

Americas

Location Info

Oak Hills Country Club

Speaker

Panel of 4; please see event details

CE Credits

1.0

SER Credit

0

Currency

USD

Member Price

0

Non-Member Price

25

Candidate Price

25

Registration

All Day Event

 

Recurrence

 

Logo

 

Presentation

Attachments

Content Type: MyCFA Calendar
Created at 12/7/2012 1:56 PM by casey@eggersscapital.com
Last modified at 2/4/2013 5:36 AM by casey@eggersscapital.com