Celebrating Growth, Talent, and Leadership in Scottsdale, AZ this week!
Here is a snapshot from our inspiring 2024 Leadership Summit, where visionaries, thought leaders, and industry experts converged to explore the future of the wealth & asset management industry. We are grateful to have been joined by Howard P. Milstein, Executive Chairman of Emigrant Bank, who alongside senior executives, shared insights on growth strategies, effective leadership, and nurturing talent within and beyond our community.
A sincere thank you to all of our partner firms for joining us and to our dynamic speakers for sharing their wisdom. Together, we are shaping the industry landscape with innovation and excellence.
Thank you to our event sponsors - Fidelity Investments, SS&C Technologies, Flourish, PPB Capital Partners, Pontera, and Fynancial - for helping to take this event to the next level and supporting so many of our Partner Firms' growth efforts.
Lastly, a shout out to our Emigrant partners at Personal Risk Management Solutions, 8AM Golf, True Spec Golf and Parker McLachlin, the world renowned “Short Game Chef” for sharing their time, talent and teaching. We are lucky to be part of such a wonderful collection of businesses across the Milstein Companies
Jason Carver, Stacey McKinnon, Quentin Reeve, Aaron Klein, Paul Heath, Charlie Rocco, Leo Kelly, Michael Douglass, John Furey, Laura Delaney, Liz Nesvold, Jennifer Souza, Jason Ehrlich, Mark Bruno Celia Santana