Education & Events
Past Events

Past Events

• Continuing Education Course

  Building a Financial Model by The Marquee Group

  March 8, 2017
• Career Chat - Innovation in Wealth Management

  February 15, 2017
• Annual CFA Charter Recognition

  February 9, 2017
• Continuing Education Course

  Data Manipulation with Excel - Part 2

  February 2, 2017
• The 2017 Mentorship/Protégé Reception

  January 31, 2017
• Volunteer Cheer for the New Year!

  January 25, 2017
• Career Advice from Recruitment Experts

  January 24, 2017
• 4th Annual Local Ethics Challenge

  January 19, 2017
• Continuing Education Course

  Building a Financial Model by The Marquee Group

  January 12, 2017
• Conference

  2016 Institutional Investment Forum

  November 9, 2016
• Annual

  LinkedIn Professional Photo Session Day

  October 27, 2016
• Annual Event

  2016 Annual Investment Dinner

  October 5, 2016