We are pleased to announce that Rosemont Investment Group Managing Director Brad Mook recently shared his wealth management mergers and acquisitions expertise at CFA Society Philadelphia’s 2021 Private Wealth Management Conference.

This annual conference focused on private wealth and high net worth investors and features a series of panel discussions. During these discussions, industry thought leaders, including Mook, addressed pressing issues currently facing wealthy investors, investment advisors and practice leaders. Sessions offered insight on marketing trends, RIA mergers and sales, portfolio construction techniques, technology and changing business models, and trust and estate planning.

Mook’s specific panel was titled, “Wealth Management M&A: Where We Are and Where We’re Going.” During this panel, Mook and his fellow panelists offered insight on the record levels of mergers and acquisition deal activities and valuations in the wealth management industry by analyzing the industry dynamic that brought us to this point and what the future may hold.

This event took place on Thursday, December 2 from 8:30 a.m. to 5 p.m. EST at the Convene CityView in Philadelphia, Pennsylvania. To watch a replay the 2021 Private Wealth Management Conference, click here.