John Erdos

Session Title: The Growing High Net Worth Practice

Overview:

Like financial markets, your clients continue to evolve. The next ten years will not look like the last ten years, and understanding the shifting client landscape – including the increased concentration of wealth among investors and $70T intergenerational wealth transfer – will be critical to delivering what your clients need and the continued success of your business. In this seminar, we explore the key portfolio construction and client service themes that will help you plan for future success.

Over the course of this presentation, we’ll discuss six portfolio and client service themes that will enable you to truly serve the high net worth (HNW) client of the future. These are trends that we have observed from top advisor teams across the country who are successfully serving the HNW population and have achieved that differentiated offering.  
 

About John

John Erdos, Vice President and Market Leader at BlackRock, is responsible for delivering the firm's active, indexed, model portfolio and Aladdin risk management/portfolio construction capabilitiesto independent, RIA and wirehousefinancial advisors in North Carolina and Virginia. Previous tothis role, Mr. Erdos was a Market Leader working with Direct Broker-Dealers throughout the West Coast. Before joining BlackRock, Mr. Erdos was on the institutional client account team at Capital Group in Los Angeles. He began his career with Bear Stearns, holding several roles in their San Francisco office. John received his BA in Finance from the University of Notre Dame and an MBA from the University of California, Berkeley. Heholds FINRA series 7 and 66 licenses.