Education Luncheon - Women in Wealth Management

When:  Wed, Nov 11, 2026 from 12:00 PM to 01:30 PM (ET)
Associated with  CFA Society Hartford
Women in Wealth Management: An Education Luncheon Panel

CFA Society Hartford Education Luncheon
Max Downtown | November 11th

Join CFA Society Hartford for an engaging panel discussion featuring leading women in the wealth management industry. This Education Luncheon brings together accomplished professionals to share their career journeys, industry insights, and perspectives on the evolving landscape of wealth management.

Moderated by Raymond Bovich, CFA

Panelists
Amy Miller, Wealthspire
Catherine Crosby, Merrill Lynch
Tricia Brady, AssetMark

Attendees will have the opportunity to hear firsthand experiences from women who have built successful careers in wealth management, gain insight into industry trends, and network with peers over lunch.

Don't miss this opportunity to connect with industry leaders and fellow professionals in an intimate, discussion-driven format.
REGISTER NOW
SCHEDULE:
12:00 – 1:30 PM

COST | Includes Lunch (Salad, Entrée, and Dessert)

Members & a Guest $20
Current CFA Society Hartford members and their guest attend for $20.00.

Finance students and those enrolled for CFA exams attend for $20.

Non-Members $45.00

1.5 CE Credit awarded for CFA Society Hartford members.
More information

Location

Max Downtown
City Place
185 Asylum Street
Hartford, CT 06103
Event Image

Contact

Rebecca Taylor
8606041411
[email protected]