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Title

Private Wealth Management Career Panel

Event Description

Member/Non-Member Cost:  $35/$60

Private Wealth Management can be a very rewarding career with almost unlimited growth potential.  However, breaking into the field is difficult, and the challenges don’t end once you land a job.  You’re responsible for building your own book of business, managing investments, and counseling clients who may not be familiar with the financial world.

Come hear a panel of local professionals who have established successful careers in Private Wealth Management discuss their strategies for entering the field, developing a client base, and building the skills necessary to advance your career.  At the end of the discussion, there will be an opportunity to network with colleagues and representatives from Private Wealth firms looking to meet local talent.

The panel discussion will begin promptly at 6:15pm and will be followed by a networking reception (drinks and light hors d'oeuvres).

Speakers:

  • Michael K. Hickey, Vice President, Bernstein Global Wealth Management

  • Brian Sharpe, CFA, Managing Director, U.S. Trust

  • Bruce Tanous, Executive Director, J.P. Morgan Chase

  • Ellen A. McGee, CFA, Portforlio Manager, FBB Capital Partners

Moderator:

  • Bob Pugh, CFA

Biographies:

Michael K. Hickey is a Financial Advisor in Bernstein Global Wealth Management’s Washington, D.C., office. He works with clients and professional advisors to develop wealth management strategies for families, private foundations, not-for-profit organizations and companies. Prior to joining the firm in 2010, Hickey was with Credit Suisse, most recently in institutional sales, where he focused on alternative investment products. Previously at Credit Suisse, he worked as a corporate bond trader. Hickey earned a BA in English from Williams College. He is an affiliate member of the CFA Society of Washington, D.C.

 


Brian Sharpe, CFA is the Market Investment Director for U.S. Trust’s Greater Washington, DC Market.  In this role, he is responsible for leading the strategic investment vision of the firm in the Greater DC Market to ensure the delivery of integrated investment advice and portfolio management.  Brian is also responsible for managing the portfolio investment teams in the high-net-worth and ultra-high-net-worth segments of the market.

 

Brian is a graduate of the U.S. Military Academy at West Point, and served as an officer in the U.S. Army.  He received an MBA from the Yale School of Management.  He is a Chartered Financial Analyst (CFA) charterholder, and a member of the CFA Society of Washington, DC as well as a member of the Washington Association of Money Managers.  Brian began his investment career with Credit Suisse First Boston in 1996.   


Bruce S. Tanous is an executive director in the J.P. Morgan Washington, D.C. office.  He is a Washington native with over 20 years of  experience in the fields of investment banking, commercial banking and investment management.  Prior to joining J.P. Morgan, Bruce founded and headed the Washington office of the New York investment firm Neuberger Berman.  He also worked at Lehman Brothers, ASB Capital Management, the Ashton Group, and the Riggs Bank. Clients to whom Bruce has served as advisor include both individual and institutional entities.
 
Bruce holds an MBA in finance from the Wharton School of the University of Pennsylvania, an MA in international economics from Johns Hopkins-School for Advanced International Studies, and a BA in economics from the University of North Carolina at Chapel Hill.  He has served on the teaching faculties of the University of Pennsylvania and George Washington University. Bruce has also served in a volunteer capacity on a number of local boards.


Ellen McGee, CFA
is a portfolio manager for FBB Capital Partners, where she provides individualized investment management services for the firm’s clients. For more than 20 years, Ellen has managed portfolios for ultra-high-net-worth clients, endowments, pensions and retirement plans and mutual funds. Before joining FBB, Ellen worked at FNFD Capital Management Group, Riggs & Company, Pilgrim Baxter & Associates, First Union and Nations Bank.

Ellen graduated with High Honors from Rutgers, and is a CFA charterholder. She is a director of the CFA Society of Washington, DC and has served as an officer of the Washington Association of Money Managers for the past seven years. Ellen is a competitive athlete and has served in leadership positions on the boards of several athletic clubs.

 


Bob Pugh, CFA, CFP®
is the Founder and President of Insight Wealth Management, Inc., an independent wealth management firm in Gainesville, Virginia and has worked directly with private investors and charitable institutions for many years.  He has a wide range of experience including working as an analyst in the private sector, in municipal finance and with the Central Intelligence Agency.  Bob has taught economics and finance for many years for several institutions such as Johns Hopkins University and for candidates taking the CFA exams.  He is the host of the talk radio show, “The Insightful Investor” on the VoiceAmerica network, and is reaching 60,000 listeners per month.

 

In 1997, Bob earned the CFA™ designation and later the CERTIFIED FINANCIAL PLANNER certification.  He earned graduate degrees in global political economy from The Johns Hopkins University's School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro (UNC-G). He graduated with honors from UNC-G in 1979 with majors in economics and political science. 

 

Bob served as President of the CFA Society of Washington, DC from 2005 to 2007 and is currently the elected Eastern Region Presidents Council Representative representing CFA Societies from Maine through Virginia before CFA Institute and its Board of Governors.  He is the recent past-Present of the Prince William Symphony Orchestra, is a member of the National Association for Business Economics, the Financial Planning Association and Mensa, and is a Certified Lay Speaking Minister in the Virginia United Methodist Conference.

Event Type

Career

Education Topic

 

Start Time

2/24/2011 6:00 PM

End Time

2/24/2011 8:00 PM

City

Washington

State/Province

 

Event Country

 

Event Region

Americas

Location Info

City Club Franklin Square
1300 I St. NW
Franklin Square
Washington , DC 20005
(Nearest Metro: Orange/Blue Lines- McPherson Square)

Speaker

 

CE Credits

TBD

SER Credit

 

Currency

$

Member Price

 

Non-Member Price

 

Candidate Price

 

Registration

On-line registration is closed. If you would like to attend, you may register at the door.

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

2/24/2011 6:00 PM

Attachments

Content Type: MyCFA Calendar
Created at 2/4/2011 8:34 AM by 0#.w|aimr\cfa461
Last modified at 2/24/2011 7:29 AM by 0#.w|aimr\cfa461