3:45–4:45 p.m.

Wealth Management in Practice: Building a Client-Oriented Culture

Blair duQuesnay, CFA
Principal and Chief Investment Officer
ThirtyNorth Investments, LLC

John T. Elmes II, CFA
Executive Managing Director, Business Development & Marketing
Pathstone Federal Street

Isaac Presley, CFA
President and Director of Investments
Cordant Wealth Partners

Lauren Foster, Moderator
Director, Content
CFA Institute

  • Three perspectives on the opportunities and challenges of building a client-oriented wealth management practice
  • Clientele philosophy and how it drives service levels and client communication, including marketing and social media
  • Managing operational tradeoffs with respect to technology, information security, regulatory compliance, staffing, and other management challenges

Private Wealth Management Track