Recently, the High Net Worth (HNW) wealth advisory market has experienced meaningful evolution. The demographics of the market have changed, wealth management is experiencing significant evolution by channel, and a wave of intergenerational wealth transfer is on the horizon.
Speakers
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Matt Zampariolo
Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.
Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs. He graduated from the University at Albany with a degree in Economics.
Chayce Horton
Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.
Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.
Date/Time/Location
May 28th, 2024 from 12:00 PM-1:00 PM
Location: CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110
Pricing
Member Registration | $20.00
Candidate Registration | $10.00
Student Registration | $10.00
Non-Member Registration | $40.00
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