Brooks Hamner, Vice President, Zachary Milam, Senior Financial Analyst, and Taryn Burgess, Senior Financial Analyst, will be attending and exhibiting at the 2019 Bob Veres’ Insider’s Forum in Nashville, Tennessee (September 11-13, 2019).
Intended for experienced fiduciary financial advisory business professionals, Bob Veres’ Insider’s Forum conference is designed to provide essential information for growing prosperous businesses and better serving clients, advanced technical content, as well as opportunities for networking with industry thought leaders. Each year the conference offers three tracks that focus on the needs of the various functional areas of your organization: strategy leadership, operations, technical leadership, as well as a track that will change each year to address the most current issues and themes that advisors are facing.
If you are attending the conference, visit Mercer Capital in booth 52.
About Mercer Capital
Mercer Capital’s Investment Management group provides wealth managers, independent trust companies, and asset managers with business valuation and financial advisory services related to succession planning, shareholder disputes, M&A representation, litigated matters, tax compliance, and financial reporting requirements. The group also publishes research on the industry via its quarterly newsletter, Value Focus: The Investment Management Industry and weekly blog, RIA Valuation Insights.