Program Committee


Private Wealth Management Subcommittee

Jeff Augustine, CFA -- CHAIR, Augustine Financial Solutions LLC
Ted Everett, CFA
George Kimball, CFA, Wilmington Trust
Kate Monks, CFA, Fireman Capital Advisors
Steve Ng, CFA, Woodland Investment Consulting
Lester Satlow, CFA, Cabot Money Management
Michael Shade, CFA, CPA, PNC Wealth Management
David Thompson, CFA, Highmount Capital
Janet Wheeler, CFA
Pamela G. Yang, CFA, Harvard Management Company

Mission:
The Private Wealth Management subcommittee provides a forum for the exchange of ideas and discussion about current practices for advisors of high-net-worth individuals. Their programs also focus on the latest tools and techniques in wealth management.

(2010-2011 Program Goal = 5)

Participate on this Subcommittee or Suggest a Speaker/Topic