CFA Society of Dallas / Fort Worth is partnering with Markets Group on their Private Wealth Texas Forum which will be held in Dallas at the Hilton Anatole on March 24th.
Society members are eligible to register for the Private Wealth Texas Forum at a 20% discount. Please reach out to Daniel Browne at firstname.lastname@example.org or 212.213.3272 with questions and to sign up at the discounted rate.
The Private Wealth Texas Forum is a one day meeting of the largest family offices, private banks, and registered investment advisors based in Texas. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary and end user.
Danielle DiMartino Booth, Advisor to the President, Federal Reserve Bank of Dallas
Benjamin G. Carter, Senior Wealth Strategist, Texas Capital Bank
Cullum Clark, President, Prothro Clark Company
Christopher C. Davis, Partner, Sloan Wealth Management
Scott Letier, Managing Director, Deason Capital Services
Doug Jones, Co-director of Investments, Lee Financial
Bruce L. Swanson, Senior Managing Director, CIO, Sentinel Trust Company
James Shelton, CIO, Kanaly Trust Company
Whitney E. Solcher, Principal, Shepherd Kaplan
S. Joyce Crivellari, Director & Senior Wealth Strategist, UBS Private Wealth Management
Clint Haggard, President, Burgher Haggard
Judy Morrill, Managing Director, Silvercrest Asset Management Group
Jim Adams, President, Innisfree Investments
Alan Pierce, CIO, Wright Family Office
Arthur N. Budge, Jr., President, Budge Financial
Elaine Agather, Chairman, J.P. Morgan Chase Dallas
Nicole Small, CEO, LH Holdings / President, Lyda Hill Foundation
Gwynne Shackelford, CIO, BBVA Compass Private Bank
Jeanie Wyatt, CEO & CIO, South Texas Money Management
Guillermo DeLeon, Managing Director, Blue Line Investment Group
Justin Pawl, CIO, Covenant Multifamily Office
Robert Gauntt, Founding Partner, Avalon Advisors.
R. Dennis Moon, National Executive and Managing Director, Specialty Asset Management, U.S. Trust
Timothy Smith, President, Upstream Oil & Gas Single Family Office