The Private Wealth DC Metro Forum is a day-long investor education and professional networking event made available to a select 75 allocator of high-net-worth capital from Maryland, Delaware, and Virginia.
The Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the DC Metro region itself.
Rick Vollaro Chief Investment Officer, Managing Partner Pinnacle Advisory Group
Steven Skancke Chief Investment Strategist Keel Point
Dmitriy Katsnelson Chief Investment Officer Bronfman Rothschild
Jay Jordan Investment Management Director Heritage Wealth Advisors
Lisa Kirchenbauer President Omega Wealth Management
Rob Klingensmith Managing Director PBMares Wealth Management
Ron Madey Chief Investment Officer, Chief Executive Officer Wealthcare Capital Management
Stephen Freilich Director, Fixed Income Strategies SunTrust Bank
Katrina Lamb Director of Investment Strategy and Research MV Financial
Noah Greenbaum Partner, Director of Investments Canal Capital Management
Rohit Punyani Chief Investment Officer United Wealth Management
Stephen Berardi Family Wealth Advisor PagnatoKarp
Matthew Gelfand Managing Director, Senior Economist, Senior Investment Advisor Rockefeller Capital Management
Alex Shen Director of Research The Burney Company
Tom Bonvissuto Chief Investment Officer Financial Consulate
Nir Kaissar Managing Member Unison Advisors
Mark Martiak Vice President, Senior Wealth Strategist Premier Wealth Advisors
Michael Persinski Managing Director, Head of Investments East Region Citi Private Bank
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|