Thursday, October 6, 2022 from 8:00 AM to 10:00 AM EDT
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The National Arts Club 
15 Gramercy Park South
New York, NY 10003

Driving Directions 


Katie Mathern 
Women in Fund Finance 

WFF US: 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

ModeratorCelena Weber, JPMorgan

Sponsored by: