Private Wealth Management

2:15–3:15 p.m.

Advising Private Wealth Clients through the Toughest Times of Life

113 │ Level 1

Corgenius, Inc.

Christopher W. Cannon, CFA, Moderator
Chief Investment Officer
FirsTrust, LLC

Private Wealth Management Track

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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

Private Wealth Management Track

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