Featuring nationally acclaimed, leading thought leaders in the financial planning profession.
FPA of Metro New York Annual Forum 2021 Speakers
Claire Akin, MBA, Indigo Marketing Agency
Susan Bradley, CFP®, CeFT®, Founder, Sudden Money® Institute
Larry Cordisco, Lead Portfolio Manager, Osterweis Fund
Sharon Epperson, CNBC Senior Personal Finance Correspondent
Pam Friedman, CFP®, CDFA®, Managing Director & Principal, Robertson Stephens Wealth Management
Dr. David Kelly, CFA, Managing Director & Chief Global Strategist, J.P. Morgan Asset Management
Mark Maimon, Vice President, Freedom Mortgage
Jay Mooreland, MS, CFP®, The Behavioral Finance Network
René Nourse, CFP®, Founder & CEO, Urban Wealth Management
Jim Pavia, Money Editor, CNBC
Seema Rambaran, Associate, Cullen and Dykman LLP
Samantha Russell, Chief Evangelist at FMG Suite/Twenty Over Ten
Caleb Silver, Editor-in-Chief, Investopedia
Liz Ann Sonders, Senior Vice President & Chief Investment Strategist, Charles Schwab & Co., Inc.
Michael Townsend, Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.