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15
Sep

Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, at FCS NY Spotlight Luncheon

Lunch

Summary

The FCS makes a triumphant return to in-person events with our inaugural Spotlight Luncheon featuring Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, on Wednesday, September 15, at the New York Yacht Club. Our event begins at noon with networking, followed by a plated luncheon, our program and Q&A.

The theme of Kirti's talk is "Accelerating Change in Wealth Management," and she will discuss the need to modernize the dialogue between high net worth clients and their advisors through digital solutions. Kirti will share her insights on how marketing needs to excel at the intersection of technology, operations and sales. She will provide a demonstration of her firm's new Active Wealth Accelerator, which is accessible through this QR code.

Join us as we gather for a compelling conversation about BNY Mellon Wealth Management -- and have the opportunity to connect with friends and colleagues, old and new.

In gratitude to Kirti, the FCS will make a $1,000 donation to Fly A Kite Foundation.

Sponsorships available. Contact FCS CEO Kevin Windorf.

The FCS and The New York Yacht Club will follow New York City mandated protocols regarding Covid-19. All guests must provide proof of vaccination. We will update this policy as NYC announces any changes.

 

Speakers

Kirti NaikGuest speaker

Head of Marketing & Communications

BNY Mellon Wealth Management

Kirti Naik is Head of Marketing & Communications for BNY Mellon Wealth Management, which she joined in 2020. She serves on the Executive Committee of the FCS Board of Directors, and is co-chair of the FCS Diversity & Inclusion Steering Committee.

Become a sponsor

Sponsors

  • Presenting sponsor:

    Dianomi
  • Event co-sponsor:

    Institutional Investor

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00
Become a member to get member's price.
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September 15, 12:00PM EDT
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Address:

New York Yacht Club, 37 W 44th St, New York City
  • All prices increase $25 per person on Sept. 15.
  • No refunds after Sept. 13.