Houston Education Event – Wealth Management Series: Managing Wealth in a Repressive Return Environment – a Panel Discussion

Silhouette of a person looking out over a sunlit city skyline from an office.

Houston Education Event – Wealth Management Series:

TXWSW and the CFA Society of Houston presents:

Managing Wealth in a Repressive Return Environment –

a Panel Discussion


Carol S. Olson, Vice President, JP Morgan Private Bank
 learn more →

Patricia B. Green, CFP, Senior Vice President and Client Advisor for Bank of Texas’ the Private Bank
 learn more →

Steve Sprengnether, Co-Chief Investment Officer, Legacy Trust Company
 learn more →

Elizabeth F. Crawford, Managing Director, Sendero Wealth Management
 learn more →

Carolyn Pope, CFP, Vice President, Neuberger Berman
 learn more →


Thursday, February 21st 2013
5:45pm to 8:30pm
Hotel Zaza
5701 Main Street
Houston TX
$35 per person including cocktails and heavy hors d’oeuvres.
Event is free for CFA Houston Society Members – please register on their site.
5:45pm – 6:30pm Reception – Networking: cocktails and hors d’oeuvres
6:30pm-7:30pm Panel Discussion
7:30pm-7:45pm Q&A
7:45pm-8:30pm Networking & Cocktails
8:30 Event adjourns

Register through TXWSW for this event –>
Register through CFA Houston Society website –>

Cancellation Policy: Refunds are available if you cancel at least 8 days prior to an event, less a $5 fee to cover bank and admin charges. If it is within 7 days, you may send someone in your place.

Attend an Upcoming TXWSW Event

Join the TXWSW Mailing List

Be the first to know about our events across Texas, new job opportunities, and organization updates.
Name:
Email: