Mercer Capital Attending & Exhibiting at CFAI Wealth Management 2019

Wealth Management

April 1-3, Mercer Capital is attending and exhibiting at the CFA Institute Wealth Management 2019 conference in Fort Lauderdale, Florida. Drawing a global audience, the conference combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management.

Our Investment Management Industry team will be present: Matt Crow, Brooks Hamner, Taryn Burgess, and Zach Milam.

For the conference, our team authored the recent whitepaper, How to Value a Wealth Management Firm.

If you will also be attending, please let us know!