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BNY Mellon | Pershing RIA Symposium

The Future of Wealth Management
and What It Means for Your Business

What trends are transforming wealth management? Tap into the minds of industry influencers and thought leaders at our Newport Beach RIA Symposium on September 5. This invitation-only event will bring together advisory firm executives to explore the now and next of the industry, with perspectives from the visionaries who are reshaping it.

You'll have the opportunity to connect with your peers and industry colleagues, and hear from featured speakers including:

  • Megan Carpenter, Chief Executive Officer and Co-Founder, FiComm Partners, LLC
  • Debra Jasper, Ph.D., Founder and Chief Executive Officer, Mindset Digital
  • Scott Klososky, Founding Partner, TriCorps Technologies
  • Mark Tibergien, Chief Executive Officer, Advisor Solutions,
    BNY Mellon | Pershing

Reserve your space today; space is limited and there is no registration fee for this event. 

While you are attending the RIA Symposium, we encourage you to maximize your time in Newport Beach and check out
The Deals & Deal Makers Summit, hosted by ECHELON Partners on September 3 and 4. This event promises to provide unparalleled education on deal-oriented topics, and explore challenges and keys to success of exceptional deal makers. Learn more and register here.

We look forward to seeing you in Newport Beach!          

Thursday, September 5, 2019
Meeting: 8:00 a.m. – 4:30 p.m.
Reception: 4:30 p.m. – 5:30 p.m.

Fashion Island Hotel
690 Newport Center Drive
Newport Beach, CA 92660


For More Information

Contact Dana Velez, Corporate Events Manager, at (201) 413-2054.

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