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Women in Fund Finance Event

WFF US: Private Banking and the Impact of Wealth Management within Private Equity

October 06, 2022
8:00 AM - 10:00 AM EDT
New York, NY
Women in Fund Finance is pleased to bring you an informative panel discussion on Private Banking and the Impact of Wealth Management within Private Equity.

The panel will be discussing a variety of topics including: 

  • What is Private Banking? How does fund finance fit in?
  • What are the wealth planning tools available and where do you start?
  • How is wealth management advice for partners at PE firms different than other industries?

Panel Speakers:

  • Marcy Morgan, BNY Mellon
  • Kristina Vieira, Wells Fargo
  • Tracy Child, JPMorgan
  • Harrison Greenberg, Morgan Stanley

Moderator: Celena Weber, JPMorgan

Speakers

Child, Tracy (J.P. Morgan Private Bank)
Tracy Child

J.P. Morgan Private Bank

Greenberg, Harrison (Morgan Stanley Private Wealth Management)
Harrison Greenberg

Morgan Stanley Private Wealth Management

Morgan, Marcy (BNY Mellon)
Marcy Morgan

BNY Mellon

Vieira, Kristina (Wells Fargo)
Kristina Vieira

Wells Fargo

Weber, Celena (J.P. Morgan Private Bank)
Celena Weber

J.P. Morgan Private Bank

Sponsored by

J.P. Morgan

Venue

The National Arts Club

15 Gramercy Park S
New York, NY 10003
Map
The National Arts Club

The National Arts Club