Wealth Management Practice Series - Education Luncheon & Panel Discussion
Join us on Thursday, April 3rd
Join us for an exclusive Education Luncheon & Panel Discussion, as part of our Wealth Management Practice Series, on "Identifying Target Markets & Delivering Your Message," tailored specifically for private wealth managers. This insightful event will feature a dynamic panel of experts, including:
- Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team Performance Group LLC
- Kate Terricciano, President of Image Marketing Consultants
The discussion will be moderated by Raymond Bovich, CFA, of Wooster Square Advisors.
Date & Time: April 3, 2025
Venue: Max Downtown
This is a unique opportunity to gain valuable strategies and insights into identifying your target market and effectively communicating your message to clients. Don’t miss the chance to learn from industry leaders and network with peers in a relaxed and professional setting.
SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
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 $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
- Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team Performance Group LLC
- Kate Terricciano, President of Image Marketing Consultants
The discussion will be moderated by Raymond Bovich, CFA, of Wooster Square Advisors.
Date & Time: April 3, 2025
Venue: Max Downtown
This is a unique opportunity to gain valuable strategies and insights into identifying your target market and effectively communicating your message to clients. Don’t miss the chance to learn from industry leaders and network with peers in a relaxed and professional setting.
SCHEDULE:
12:00 – 1:30 PM
30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
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 $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
Location
Max Downtown
185 Asylum Street, Hartford, CT
185 Asylum Street, Hartford, CT
Date & Time
Thursday, April 3, 2025
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
Panelist & Moderator
This insightful event will feature a dynamic panel of experts, including:
Francis A. McGrail, Strategic Partner and Registered Corporate Coach at Team Performance Group LLC
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.
LinkedIn
Kate Terricciano, President of Image Marketing Consultants
Kate, an award-winning entrepreneur, is the founder and president of Image Marketing, a national agency specializing in retail and lifestyle marketing and named a Top 25 Advertising and Public Relations agency in Connecticut every year since 2011. A successful PR strategist, public speaker, and philanthropic leader, she started the company in 2007 at the age of 23 and has grown it to a firm with more than 15 employees. Kate has been honored as one of “40 Under Forty” winners in the Hartford Business Journal and again by Connecticut Magazine two years later. She represents some of the most well-known shopping centers across the country and regularly makes TV appearances as a retail/lifestyle expert.
LinkedIn
Raymond Bovich, CFA, of Wooster Square Advisors
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.
LinkedIn
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.