Education Luncheon
Join us on October 30, 2024, Capital Grille
“Private Wealth Management Practice – Recognizing Enterprise Value”
Private Wealth Practices are traditionally valued on AUM and fees collected. Learn how client demographics as well as the products and strategies employed impact Enterprise Value.
Wednesday, October 30, 2024, Capital Grille, Hartford, 12:00 to 1:30 PM.
Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice.
Raymond H. Bovich, CFA, Partner | Wealth Manager, Wooster Square Advisors, LLC. Panel Moderator.
Francis “Frank” McGrail, Registered Performance Coach, Strategic Partner at Team Performance Group has over thirty years of experience leading and growing successful wealth management organizations. Frank’s topic, “Preparing your Practice for Transition,” considers transition to retirement, transfer or the sale or purchase of a business.
David Wood, Founder, Gateway Financial Partners. David will share his thirty years of experience in practice management to discuss, “How to Execute the Sale, Purchase or Transfer of a Practice.”
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest | Candidates & Students
Current CFA Society Hartford members and their guest attend for $25.00.
Non-Members $40.00
Lunch Options:
Filet Mignon 8 oz, OR
Seared Salmon with Mediterranean Couscous, Asparagus and Heirloom Tomatoes, OR
Roasted Chicken Breast with Mushrooms and Parmesan Risotto, OR
Vegan/Dairy-Free/Vegetarian Option
CE CREDITS
1.5 CE Credit awarded for CFA Society Hartford members.
Private Wealth Practices are traditionally valued on AUM and fees collected. Learn how client demographics as well as the products and strategies employed impact Enterprise Value.
Wednesday, October 30, 2024, Capital Grille, Hartford, 12:00 to 1:30 PM.
Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice.
Raymond H. Bovich, CFA, Partner | Wealth Manager, Wooster Square Advisors, LLC. Panel Moderator.
Francis “Frank” McGrail, Registered Performance Coach, Strategic Partner at Team Performance Group has over thirty years of experience leading and growing successful wealth management organizations. Frank’s topic, “Preparing your Practice for Transition,” considers transition to retirement, transfer or the sale or purchase of a business.
David Wood, Founder, Gateway Financial Partners. David will share his thirty years of experience in practice management to discuss, “How to Execute the Sale, Purchase or Transfer of a Practice.”
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest | Candidates & Students
Current CFA Society Hartford members and their guest attend for $25.00.
Non-Members $40.00
Lunch Options:
Filet Mignon 8 oz, OR
Seared Salmon with Mediterranean Couscous, Asparagus and Heirloom Tomatoes, OR
Roasted Chicken Breast with Mushrooms and Parmesan Risotto, OR
Vegan/Dairy-Free/Vegetarian Option
CE CREDITS
1.5 CE Credit awarded for CFA Society Hartford members.
Location
Capital Grille
44 Front Street Hartford, CT 06103
44 Front Street Hartford, CT 06103
Date & Time
October 30, 2024
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
Sponsored by
Gateway Financial Partners &
Wooster Square Advisors, LLC
Gateway Financial Partners &
Wooster Square Advisors, LLC
Speakers
Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice.
PANEL MODERATOR
Raymond H. Bovich, CFA
Partner | wealth partner
Wooster Square Advisors, LLC
Ray’s career has extended over 40 years. He began in 1983 on Wall Street in the bond markets serving institutional clients. From 1998 through 2009, he worked in succession for two world class money managers in a variety of business development and management roles. He has served private wealth clients since 2010. His background allows him to craft robust investment strategies for business owners, professionals, the affluent and nonprofit organizations.
Academics
BA. Mathematics, Fordham University, 1983
Chartered Financial Analyst, 1995
Volunteer Work
Current Board Member & Past President, CFA Society of Hartford, 2016-2017
Past Chair, Board of Directors, The Connection, Inc., 2019-2022
Current & Founding President, CT WaveRunners, 2019, a 501(c)3 organization
Academics
BA. Mathematics, Fordham University, 1983
Chartered Financial Analyst, 1995
Volunteer Work
Current Board Member & Past President, CFA Society of Hartford, 2016-2017
Past Chair, Board of Directors, The Connection, Inc., 2019-2022
Current & Founding President, CT WaveRunners, 2019, a 501(c)3 organization
PANELIST
Francis “Frank” McGrail
Registered Performance Coach, Strategic Partner
Team Performance Group
Frank started a 30 + year career in the financial services industry following graduation from St Peter’s University and has served the investment community as an investment banker, producing sales manager and later branch manager, complex, district and regional director. While in production and field management, Frank specialized in helping advisors understand the needs of HNW and UHNW clients and how to work with them.
His body of work has ranged from consulting teams to individual training and coaching on practice expansion and advisor succession planning. He has worked with sole practitioners, large teams; all of whom work with diverse client segments.
Frank’s focus on growth has always been advisor centric; based on the principles of trust, competence, and reliability.
His body of work has ranged from consulting teams to individual training and coaching on practice expansion and advisor succession planning. He has worked with sole practitioners, large teams; all of whom work with diverse client segments.
Frank’s focus on growth has always been advisor centric; based on the principles of trust, competence, and reliability.
PANELIST
David Wood
Founder
Gateway Financial Partners
David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.
David is passionate about community engagement; he is renowned for his dedication to supporting not only local initiatives but nationwide initiatives. David is a signee of The Fearless Pledge, serves on the board of Females & Finance, is a frequent national speaker and has presented at many industry conferences, including the Investment News RIA Summit, The TPN Conference, and Nitrogen’s Riskalyze Fearless Investing Summit. David is frequently quoted in WealthManagement.com, Investment News, and Yahoo Finance.
David is passionate about community engagement; he is renowned for his dedication to supporting not only local initiatives but nationwide initiatives. David is a signee of The Fearless Pledge, serves on the board of Females & Finance, is a frequent national speaker and has presented at many industry conferences, including the Investment News RIA Summit, The TPN Conference, and Nitrogen’s Riskalyze Fearless Investing Summit. David is frequently quoted in WealthManagement.com, Investment News, and Yahoo Finance.