You are invited to participate in a virtual conversation with experts in the wealth management industry. Join Jessica Polito, Principal of Turkey Hill Management, and Mike LaMena, Chief Executive Officer of Wealthspire Advisors as they explore current M&A dynamics in wealth management from the buyer, seller, and advisor perspectives.
Following the conversation, the event will be open for a question and answer period, where attendees can ask questions directly.
Topics of Discussion Include:
- Industry trends around M&A, with a particular focus on the RIA segment
- How sellers of wealth management firms can best prepare their exit
- What buyers of wealth management firms look for when making M&A decisions
The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for CFP certification.
Registered guests will receive a Zoom link prior to the event.
To obtain additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at [email protected].
RSVP HERE
