Education Luncheon Panel
Women in Wealth Management: An Education Luncheon Panel
CFA Society Hartford Education Luncheon
Max Downtown | November 11th
Join CFA Society Hartford for an engaging panel discussion featuring leading women in the wealth management industry. This Education Luncheon brings together accomplished professionals to share their career journeys, industry insights, and perspectives on the evolving landscape of wealth management.
Moderated by Raymond Bovich, CFA
Panelists View Bios Below
Amy Miller, Wealthspire
Catherine Crosby, Merrill Lynch
Tricia Brady, AssetMark
Attendees will have the opportunity to hear firsthand experiences from women who have built successful careers in wealth management, gain insight into industry trends, and network with peers over lunch.
Don't miss this opportunity to connect with industry leaders and fellow professionals in an intimate, discussion-driven format.
CFA Society Hartford Education Luncheon
Max Downtown | November 11th
Join CFA Society Hartford for an engaging panel discussion featuring leading women in the wealth management industry. This Education Luncheon brings together accomplished professionals to share their career journeys, industry insights, and perspectives on the evolving landscape of wealth management.
Moderated by Raymond Bovich, CFA
Panelists View Bios Below
Amy Miller, Wealthspire
Catherine Crosby, Merrill Lynch
Tricia Brady, AssetMark
Attendees will have the opportunity to hear firsthand experiences from women who have built successful careers in wealth management, gain insight into industry trends, and network with peers over lunch.
Don't miss this opportunity to connect with industry leaders and fellow professionals in an intimate, discussion-driven format.
Sponsored by:
Location
Max Downtown
185 Asylum Street, Hartford, CT
185 Asylum Street, Hartford, CT
Date & Time
Thursday, November 11, 2026
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
SCHEDULE:
12:00 – 1:30 PM
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest $20
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $45.00
1.5 CE Credit awarded for CFA Society Hartford members.
12:00 – 1:30 PM
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest $20
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $45.00
1.5 CE Credit awarded for CFA Society Hartford members.
Panelists
Schedule
Join us on November 11th for an interactive panel discussion from three panelists from the Wealth Management sector.
So exciting, only...
Who's Coming
As our attendees registered, you'll see them here!