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

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
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Patricia B. Green, CFP, Senior Vice President and Client Advisor for Bank of Texas’ the Private Bank
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Steve Sprengnether, Co-Chief Investment Officer, Legacy Trust Company
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Elizabeth F. Crawford, Managing Director, Sendero Wealth Management
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Carolyn Pope, CFP, Vice President, Neuberger Berman
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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 –>

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