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Date: Wednesday, August 25, 2021 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Addepar How did one $3 billion dollar firm transform their book of business to focus on the HNW clients that are driving their growth? Americana Partners became one of the biggest breakaway stories of 2019 when the firm decided to leave Morgan Stanley, leverage key technology and partner with powerhouse Dynasty. Join this complimentary webcast to learn why this firm made the decision to become smaller to get stronger. During this discussion with Rob Wellington, CFO and partner, as well as the firm’s portfolio manager, Melissa Giles you’ll discover:
REGISTER NOW! Speakers: Robert Wellington | CFO & Partner | Americana Partners Melissa Giles | Director of Portfolio Management | Americana Partners Matt Saunders | Product Marketing Manager | Addepar Molly Lynn | Senior Account Manager | Addepar |
