Learning About The Affluent & Their Relationship with FAs

Another sold-out FCS breakfast with CFA Institute was held on August 6th, this time at the Harvard Club in NYC. There Bob Dannhauser, CFA's Head, Global Private Wealth Management, presented original research on "What High-Net-Worth Investors Want from Their Advisers."

He then led a panel discussion, featuring:

  • Jessica Fernandez, Invesco
  • Ben Harrison, BNY Mellon | Pershing
  • Stephen Mayrose, The Mayrose Group at Morgan Stanley
  • Adam Tremblay, Kantar

A highlight of the event was hearing directly from Steve Mayrose, a financial adviser, representing the important link for marketers to understand the B-to-B-to-C path for the clients and their FAs to engage with asset management brands.