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

Moderator: Celena Weber, JPMorgan

Sponsored by: